Signals

← Signals

☆IVOO

388 in-universe funds with a nonzero position in IVOO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#552
Score / z0.320 / 0.37
Consensus145.98 over 241 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 266.8 0.0% 5 +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 180.6 0.0% 6 -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 125.8 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 107.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 93.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 70.4 2.8% 5 +0.5 pp +0.4 pp +0.1 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Starr Indemnity & Liability Co CIK 0001640521 0.898 4 47.5 12.6% 5 +2.0 pp +1.0 pp -0.5 pp -1.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 43.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 40.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 37.6 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 36.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 32.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C V STARR & CO INC CIK 0001340459 0.836 5 29.7 15.8% 5 +2.3 pp +1.9 pp +4.2 pp +3.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 28.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 23.7 3.9% 5 +0.1 pp +0.3 pp +0.8 pp +0.4 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 19.3 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 18.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 18.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NWM ADVISORS, LLC CIK 0002098824 0.689 23 15.8 12.5% 2 +0.9 pp +12.5 pp +12.5 pp +12.5 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 13.8 1.5% 5 +0.1 pp +0.4 pp +0.6 pp +1.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.342 88 11.8 5.3% 5 -0.2 pp -0.1 pp -0.5 pp -2.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 11.1 3.1% 5 -0.5 pp -0.5 pp -0.5 pp -0.6 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 10.7 4.0% 5 +0.1 pp +0.2 pp +0.4 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 9.6 6.1% 2 +0.6 pp +6.1 pp +6.1 pp +6.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 8.5 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 7.2 0.8% 3 +0.2 pp +0.5 pp +0.8 pp +0.8 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 7.1 0.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 6.4 1.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 6.4 0.9% 5 -0.5 pp -0.5 pp -0.6 pp -0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 6.3 0.3% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 6.1 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 4.8 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 4.8 3.9% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First American Bank CIK 0001291422 0.676 205 4.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.0 0.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 3.9 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 3.7 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 3.6 0.9% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 3.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 3.2 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 2.7 1.7% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 2.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 2.7 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 2.6 1.5% 4 +0.0 pp +0.8 pp +0.1 pp +1.5 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 2.3 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 2.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 2.0 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 1.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 1.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 1.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 1.8 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 1.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 1.4 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.4 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 1.2 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PACK Private Wealth, LLC CIK 0001907212 0.828 61 1.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Taylor Hoffman Capital Management LLC CIK 0002042493 0.403 122 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 0.7 0.1% 5 +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 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KIECKHEFER GROUP LLC CIK 0002051613 0.567 65 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.3 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.3 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krane Financial Solutions LLC CIK 0002136913 0.588 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAIRFIELD, BUSH & CO. CIK 0001116247 0.242 126 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aureum Wealth Management, LLC CIK 0002093444 0.383 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUTCH ASSET Corp CIK 0002115141 0.318 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT COUNSEL CO OF NEVADA CIK 0002056576 0.265 167 0.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.645 360 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -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% 5 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp -4.3 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
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Reflection Asset Management CIK 0002108398 0.101 127 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 -0.1 pp -0.1 pp -0.6 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 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
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆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
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 IVOO). Qtrs Held counts distinct quarters this fund has actually held IVOO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVOO position size. Δ columns are the percentage-point change in IVOO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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