Signals

← Signals

☆IVV

203 in-universe funds with a nonzero position in IVV within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#3
Score / z5.166 / 34.92
Consensus64.10 over 124 funds
Momentumno 12m return

Price & positioning

251 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)
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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 ▾
☆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 14,821.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 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 14,224.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3,536.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,356.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 919.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 860.7 23.0% 1 +23.0 pp +23.0 pp +23.0 pp +23.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 698.2 11.3% 2 +1.4 pp +11.3 pp +11.3 pp +11.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 388.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 365.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 305.7 3.0% 2 +1.5 pp +3.0 pp +3.0 pp +3.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 280.2 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 246.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 204.7 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 149.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 114.9 13.0% 2 -12.6 pp +13.0 pp +13.0 pp +13.0 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 112.1 31.4% 1 +31.4 pp +31.4 pp +31.4 pp +31.4 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 109.4 12.3% 2 -0.6 pp +12.3 pp +12.3 pp +12.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 103.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 97.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 86.0 45.5% 1 +45.5 pp +45.5 pp +45.5 pp +45.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 83.8 8.7% 2 -0.6 pp +8.7 pp +8.7 pp +8.7 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 65.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 60.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 53.9 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 52.3 33.5% 1 +33.5 pp +33.5 pp +33.5 pp +33.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 50.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 44.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 44.6 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 44.1 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆CLG LLC CIK 0002059872 0.428 156 43.7 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 43.2 23.3% 2 +0.8 pp +23.3 pp +23.3 pp +23.3 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 42.8 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 39.5 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 38.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 33.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 31.2 2.7% 2 -0.6 pp +2.7 pp +2.7 pp +2.7 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 30.9 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 30.6 8.6% 2 -0.9 pp +8.6 pp +8.6 pp +8.6 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 30.1 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 26.4 11.1% 2 -0.3 pp +11.1 pp +11.1 pp +11.1 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 24.3 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 23.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 20.7 15.6% 2 +2.0 pp +15.6 pp +15.6 pp +15.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 19.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 19.0 13.7% 2 -0.2 pp +13.7 pp +13.7 pp +13.7 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 18.6 15.4% 2 -0.4 pp +15.4 pp +15.4 pp +15.4 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 17.4 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 17.1 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 15.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 14.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 14.6 13.6% 2 -0.3 pp +13.6 pp +13.6 pp +13.6 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 14.5 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 13.9 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 13.4 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 12.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 12.4 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 11.5 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 10.8 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 10.6 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 10.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 10.1 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 10.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 10.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 9.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 9.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 8.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 8.7 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 8.6 3.2% 2 +0.5 pp +3.2 pp +3.2 pp +3.2 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 8.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 8.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 6.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 6.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 6.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 6.4 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 6.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 6.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 6.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 5.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 5.5 2.9% 2 -1.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 5.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 5.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 5.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 4.9 2.3% 2 -0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆SFM, LLC CIK 0002064225 0.427 69 4.9 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 4.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 4.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 4.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 4.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 4.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.9 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 3.9 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 3.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 3.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 3.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 3.5 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆CIM, LLC CIK 0001364725 0.348 169 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 3.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 2.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 2.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 2.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 2.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 1.3 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 1.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 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 IVV). Qtrs Held counts distinct quarters this fund has actually held IVV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVV position size. Δ columns are the percentage-point change in IVV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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