Signals

← Signals

☆IVOO

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

Flow ranking

Rank#22853
Score / z-0.225 / -0.22
Consensus133.31 over 212 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+17% / 1.3d

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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 210.8 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 159.7 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 107.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 96.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 61.7 2.3% 4 -0.1 pp -0.4 pp -0.6 pp +2.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Starr Indemnity & Liability Co CIK 0001640521 0.898 4 41.6 10.6% 4 -1.0 pp -2.5 pp -3.4 pp +10.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 35.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 34.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C V STARR & CO INC CIK 0001340459 0.836 5 26.0 13.6% 4 -0.4 pp +2.0 pp +1.2 pp +13.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 20.2 3.7% 4 +0.2 pp +0.7 pp +0.2 pp +3.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.4 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 18.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 16.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 13.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWM ADVISORS, LLC CIK 0002098824 0.690 23 12.7 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.343 88 10.4 5.5% 4 +0.1 pp -0.3 pp -1.8 pp +5.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 10.0 1.5% 4 +0.3 pp +0.6 pp +0.9 pp +1.5 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 9.8 3.6% 4 +0.0 pp -0.0 pp -0.1 pp +3.6 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 9.4 4.0% 4 +0.2 pp +0.4 pp +0.2 pp +4.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 9.2 1.3% 4 -0.0 pp -0.2 pp -0.2 pp +1.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 8.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 6.9 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 6.3 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 5.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 5.7 1.7% 4 +0.0 pp +0.1 pp +0.0 pp +1.7 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 5.6 0.3% 4 +0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 5.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 4.2 3.9% 4 +0.0 pp +0.1 pp +0.0 pp +3.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 4.1 0.7% 4 +0.1 pp +0.0 pp -0.1 pp +0.7 pp
☆First American Bank CIK 0001291422 0.677 205 4.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 3.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 3.5 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆EQ LLC CIK 0001757605 0.412 87 3.0 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 2.8 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 2.5 1.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 2.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 2.3 1.5% 3 +0.7 pp +0.1 pp +1.5 pp +1.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 1.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 1.7 0.6% 2 +0.0 pp +0.6 pp -0.1 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 1.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 1.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 1.6 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.5 0.0% 4 +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 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.3 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 1.3 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 1.3 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 1.3 0.0% 3 -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 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 1.2 0.7% 4 -0.1 pp -0.2 pp -0.4 pp +0.7 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 1.1 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.0 0.0% 4 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACK Private Wealth, LLC CIK 0001907212 0.828 61 0.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.7 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Taylor Hoffman Capital Management LLC CIK 0002042493 0.403 122 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.6 0.0% 1 +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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
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☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆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
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -4.1 pp -4.3 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
☆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
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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 -0.3 pp +0.0 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
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 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
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 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
☆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
☆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
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 -0.1 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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆Sierra Capital LLC CIK 0001787274 0.509 228 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
☆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
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 (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