Signals

← Signals

☆IVLU

419 in-universe funds with a nonzero position in IVLU within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1303
Score / z0.034 / 0.01
Consensus150.78 over 262 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆FMR LLC CIK 0000315066 0.989 5571 277.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 138.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 88.9 2.4% 4 +0.6 pp +1.0 pp +0.9 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 76.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 63.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 57.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 40.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 36.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 35.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 32.3 2.0% 4 -0.1 pp -0.0 pp -0.0 pp +2.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 31.1 0.8% 4 -0.0 pp -0.2 pp -0.0 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 31.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 26.8 4.4% 4 -0.0 pp +0.2 pp +0.2 pp +4.4 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 24.8 3.1% 3 +0.3 pp +0.2 pp +3.1 pp +3.1 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 23.5 5.1% 3 +2.0 pp +4.9 pp +5.1 pp +5.1 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 23.0 9.1% 4 +4.3 pp +4.7 pp +8.9 pp +9.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 21.9 2.2% 4 +0.1 pp -0.7 pp +0.5 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 16.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 16.1 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 15.9 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 15.1 3.1% 4 +0.2 pp +0.2 pp -0.1 pp +3.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 14.6 1.1% 6 -0.1 pp +0.4 pp +0.1 pp +1.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 14.6 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 14.4 1.8% 4 -0.0 pp +0.0 pp +0.0 pp +1.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 14.3 5.4% 4 +0.3 pp +1.9 pp +4.5 pp +5.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 13.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 12.9 3.8% 2 +0.1 pp +3.8 pp +2.9 pp +3.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 12.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Pioneer Family Office, LLC CIK 0002135110 0.628 129 11.9 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 11.7 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 11.6 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 11.2 6.3% 4 +0.2 pp +0.5 pp +0.7 pp +6.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 10.7 1.2% 2 +0.1 pp +1.2 pp +0.1 pp +1.2 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 10.7 4.8% 4 +0.2 pp +0.4 pp +0.5 pp +4.8 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 10.6 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 10.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.3 1.8% 4 -0.1 pp +0.0 pp +0.5 pp +1.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 8.3 3.7% 3 +0.0 pp -0.5 pp +3.7 pp +3.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 7.7 3.6% 4 +0.1 pp +0.3 pp +0.3 pp +3.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 7.6 0.7% 4 -0.7 pp -0.6 pp -0.4 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 7.2 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆TLT Family Holdco ULC CIK 0002081869 0.150 9 6.9 0.9% 3 +0.2 pp -0.4 pp +0.9 pp +0.9 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 6.5 3.5% 4 -0.2 pp -0.0 pp +0.0 pp +3.5 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 6.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 6.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 5.8 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 5.2 1.8% 4 +0.0 pp +0.1 pp +0.0 pp +1.8 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 5.0 1.3% 4 -0.1 pp -0.0 pp -0.1 pp +1.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆McBroom & Associates, LLC CIK 0001908893 0.376 37 4.3 2.4% 2 +1.0 pp +2.4 pp +2.4 pp +2.4 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 4.3 1.5% 4 -0.0 pp -0.2 pp +0.1 pp +1.5 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 3.8 2.7% 4 +0.2 pp +0.4 pp +0.4 pp +2.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.7 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 3.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 3.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 3.6 0.6% 4 +0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 3.5 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 3.5 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 3.4 2.0% 4 +0.1 pp +0.2 pp +0.2 pp +2.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 3.3 1.4% 4 +0.6 pp +0.6 pp +0.7 pp +1.4 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.2 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Clayton Partners LLC CIK 0001550509 0.242 44 3.2 2.3% 4 +0.1 pp +0.1 pp +0.1 pp +2.3 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 3.1 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 3.0 0.9% 4 +0.0 pp +0.3 pp -0.5 pp +0.9 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 3.0 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 2.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 2.8 0.9% 4 +0.0 pp +0.1 pp +0.0 pp +0.9 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.265 75 2.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 2.7 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JBF Capital, Inc. CIK 0001483864 0.803 98 2.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 2.4 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 2.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 1.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Technologies Group LLC CIK 0002095322 0.040 275 1.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.7 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆TOWLE & CO CIK 0001224014 0.032 59 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRANVILLE CAPITAL, INC. CIK 0001404784 0.710 86 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 1.6 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.5 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.4 0.9% 4 -0.2 pp -0.2 pp -0.3 pp +0.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 1.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 1.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 -2.6 pp -1.8 pp -1.9 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IVLU). Qtrs Held counts distinct quarters this fund has actually held IVLU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVLU position size. Δ columns are the percentage-point change in IVLU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status