Signals

← Signals

☆IVV

4278 in-universe funds with a nonzero position in IVV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#2
Score / z63.063 / 57.21
Consensus1222.27 over 2368 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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 56,131.2 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21,529.4 5.8% 4 +0.4 pp +0.3 pp +0.6 pp +5.8 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 17,167.6 18.4% 4 -3.0 pp -1.9 pp +2.6 pp +18.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 15,689.1 10.6% 4 -0.6 pp -1.0 pp -1.1 pp +10.6 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 15,273.3 0.9% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 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 13,115.9 1.0% 5 -0.1 pp +0.1 pp -0.1 pp -0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12,788.0 2.6% 4 +0.0 pp -0.0 pp +0.1 pp +2.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12,055.5 5.8% 4 -1.9 pp -2.0 pp -2.0 pp +5.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11,950.3 2.3% 4 -1.2 pp -0.2 pp +0.7 pp +2.3 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 10,526.4 38.9% 4 +0.9 pp +8.0 pp +17.5 pp +38.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10,241.9 5.9% 4 +0.0 pp -0.4 pp -0.2 pp +5.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8,828.5 1.2% 4 -0.1 pp -0.2 pp +0.1 pp +1.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8,726.6 1.6% 4 -0.0 pp -0.0 pp +0.0 pp +1.6 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 8,482.5 6.3% 4 -0.8 pp +2.4 pp +2.8 pp +6.3 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 7,945.0 17.1% 4 +2.6 pp +5.4 pp +6.6 pp +17.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7,568.7 2.0% 4 +0.0 pp +0.0 pp +0.1 pp +2.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6,061.9 0.8% 4 -0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 5,704.5 38.4% 4 -6.0 pp -6.3 pp -15.1 pp +38.4 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5,154.5 6.3% 4 +0.0 pp +1.2 pp +2.3 pp +6.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4,565.2 6.2% 4 -0.2 pp -0.1 pp -0.2 pp +6.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4,099.1 1.0% 4 -0.3 pp -0.3 pp -0.3 pp +1.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3,936.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3,802.4 4.6% 4 +0.0 pp -0.2 pp +0.0 pp +4.6 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 3,792.1 23.4% 1 +23.4 pp -12.0 pp -10.2 pp +23.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3,649.4 1.2% 4 +0.0 pp +0.1 pp +0.2 pp +1.2 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 3,577.9 22.0% 2 -3.9 pp +22.0 pp +22.0 pp +22.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3,574.8 4.2% 4 -0.3 pp -0.3 pp -0.3 pp +4.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3,058.3 0.5% 4 +0.1 pp -0.1 pp +0.1 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,972.7 0.9% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2,944.7 6.5% 5 +0.3 pp -0.1 pp -0.2 pp -0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2,809.5 4.9% 4 -0.4 pp -0.5 pp -0.5 pp +4.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2,783.3 3.0% 4 -0.1 pp -0.1 pp +1.0 pp +3.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2,763.2 4.0% 4 +0.4 pp +0.6 pp +1.4 pp +4.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 2,758.6 7.8% 4 -4.3 pp -4.7 pp -2.4 pp +7.8 pp
☆National Pension Service CIK 0001608046 0.956 552 2,690.8 2.0% 4 -0.0 pp -0.1 pp -0.2 pp +2.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2,652.5 1.9% 4 +1.8 pp +1.9 pp +1.9 pp +1.9 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 2,623.3 5.4% 4 +0.5 pp +2.4 pp +3.6 pp +5.4 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 2,339.7 18.0% 4 +0.0 pp -0.2 pp +0.0 pp +18.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 2,107.1 6.2% 4 -0.0 pp -0.1 pp -0.1 pp +6.2 pp
☆Michael & Susan Dell Foundation CIK 0001599858 0.958 7 2,082.4 73.1% 4 -2.6 pp -12.8 pp -11.7 pp +73.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2,080.4 2.2% 4 +0.2 pp +0.2 pp +0.2 pp +2.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2,078.6 7.6% 4 -0.1 pp +0.3 pp +0.7 pp +7.6 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 1,981.4 7.8% 3 +6.6 pp +4.7 pp +7.8 pp +7.8 pp
☆Kedalion Capital Management LLP CIK 0002041209 0.814 3 1,980.2 59.1% 4 +10.5 pp -0.8 pp -20.6 pp +59.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1,931.1 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1,884.9 15.3% 3 -12.8 pp +14.4 pp +15.3 pp +15.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1,848.2 3.4% 4 -0.3 pp -0.3 pp -0.2 pp +3.4 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 1,796.9 0.7% 4 -0.0 pp -0.5 pp -0.1 pp +0.7 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 1,750.0 7.8% 4 -2.6 pp -2.8 pp +2.0 pp +7.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1,744.0 13.7% 4 -0.8 pp -4.7 pp -4.5 pp +13.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1,738.6 2.5% 4 -0.1 pp -0.0 pp -0.0 pp +2.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,728.9 2.9% 4 -0.2 pp -0.4 pp -0.4 pp +2.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1,724.7 2.4% 4 -0.1 pp -0.1 pp +0.1 pp +2.4 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 1,683.3 32.9% 4 +0.1 pp -3.1 pp -2.9 pp +32.9 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,602.4 0.9% 4 +0.2 pp +0.6 pp +0.6 pp +0.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1,538.9 6.7% 4 -0.0 pp +0.7 pp +0.9 pp +6.7 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 1,526.9 22.2% 4 -0.1 pp -5.6 pp -8.0 pp +22.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1,502.2 6.0% 4 +0.0 pp +0.3 pp +0.4 pp +6.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1,501.5 1.1% 4 +0.2 pp +0.3 pp +0.3 pp +1.1 pp
☆BANK OF KOREA CIK 0001965704 0.975 4 1,481.6 35.8% 1 +35.8 pp +35.8 pp +35.8 pp +35.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1,439.6 1.6% 5 -0.0 pp -0.2 pp +0.5 pp +0.7 pp
☆UNC Management Company, Inc. CIK 0001911286 0.973 6 1,222.0 74.6% 4 -6.1 pp -1.7 pp -2.2 pp +74.6 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1,214.3 2.1% 5 -1.3 pp -0.3 pp +0.6 pp +1.2 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1,193.7 7.1% 4 -0.7 pp +5.8 pp +6.3 pp +7.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1,190.4 3.3% 3 +0.2 pp +0.1 pp +3.3 pp +3.3 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 1,154.3 12.8% 5 -2.2 pp -10.5 pp -10.4 pp -10.2 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1,135.1 6.1% 4 +1.9 pp +2.2 pp +2.4 pp +6.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1,129.9 6.4% 4 -0.4 pp -0.8 pp -1.0 pp +6.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1,124.3 1.8% 4 +0.5 pp +0.7 pp +0.7 pp +1.8 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 1,111.7 34.2% 4 -2.7 pp -2.8 pp -2.6 pp +34.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1,073.1 1.6% 5 -0.0 pp -0.0 pp -0.5 pp -0.5 pp
☆BARINGS LLC CIK 0000009015 0.845 191 1,062.6 17.2% 4 -4.7 pp -3.2 pp -5.7 pp +17.2 pp
☆MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 1,057.5 34.8% 4 -33.3 pp -17.3 pp -35.2 pp +34.8 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 1,017.6 8.4% 4 -1.5 pp +2.8 pp +3.3 pp +8.4 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1,002.3 10.7% 6 +0.7 pp +1.4 pp +0.3 pp -0.6 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 991.3 11.7% 4 -0.4 pp -0.2 pp -0.3 pp +11.7 pp
☆Alaska Permanent Fund Corp CIK 0001582681 0.879 14 955.3 60.8% 3 +2.0 pp +6.7 pp +60.8 pp +60.8 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 942.8 1.8% 4 +1.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 931.4 20.7% 4 -3.8 pp -3.8 pp -8.7 pp +20.7 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 929.5 7.5% 4 -0.4 pp -0.1 pp +0.0 pp +7.5 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 912.8 9.0% 4 -0.3 pp -3.4 pp -2.3 pp +9.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 910.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 888.2 5.5% 4 +0.2 pp +1.4 pp +1.2 pp +5.5 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 887.3 29.5% 4 -2.4 pp -2.1 pp -3.7 pp +29.5 pp
☆Blue Sparrow, LLC /DE CIK 0002104539 0.208 126 875.3 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 846.1 21.6% 4 -1.4 pp -1.9 pp -2.1 pp +21.6 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 834.6 30.2% 4 -1.7 pp -1.1 pp +0.1 pp +30.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 828.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 815.9 6.1% 4 -0.5 pp -1.5 pp -1.4 pp +6.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 802.8 12.0% 4 -0.3 pp -0.1 pp -0.6 pp +12.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 789.8 4.4% 4 -3.2 pp -3.2 pp -2.5 pp +4.4 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 783.6 11.9% 4 -0.1 pp -1.7 pp -3.1 pp +11.9 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 779.6 6.8% 4 -0.3 pp -1.3 pp -1.0 pp +6.8 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 754.8 4.9% 4 +0.0 pp -0.0 pp +0.1 pp +4.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 750.1 1.3% 4 -0.0 pp +0.2 pp +0.0 pp +1.3 pp
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 713.5 11.0% 2 -0.4 pp +11.0 pp -30.9 pp +11.0 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 711.3 10.1% 4 +1.0 pp +0.3 pp +0.0 pp +10.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 698.2 12.6% 4 +2.1 pp +2.5 pp +3.5 pp +12.6 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 695.1 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 680.5 2.2% 4 -0.3 pp +0.4 pp +0.5 pp +2.2 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 672.2 15.8% 3 +1.7 pp +12.5 pp +15.8 pp +15.8 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 663.9 6.1% 3 -0.7 pp +4.8 pp +6.1 pp +6.1 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 644.1 4.7% 3 -2.4 pp +3.2 pp +4.7 pp +4.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 641.4 0.7% 4 -5.8 pp -1.3 pp +0.1 pp +0.7 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 574.2 0.5% 4 +0.1 pp +0.0 pp -0.0 pp +0.5 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 567.4 24.8% 4 -0.6 pp -8.1 pp -8.1 pp +24.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 564.3 0.9% 4 -0.1 pp +0.0 pp +0.0 pp +0.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 556.9 2.8% 4 -0.0 pp -0.3 pp -0.1 pp +2.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 556.9 5.3% 4 -0.3 pp -0.8 pp -1.6 pp +5.3 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 553.8 11.5% 4 -3.2 pp -2.4 pp -0.0 pp +11.5 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 549.0 6.8% 4 -0.1 pp -0.0 pp -0.8 pp +6.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 544.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 536.8 20.2% 4 -1.9 pp -0.2 pp -0.1 pp +20.2 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 518.1 13.6% 4 -0.2 pp +3.0 pp +3.0 pp +13.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 514.0 0.3% 4 -0.0 pp -1.3 pp -1.2 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 504.7 0.7% 4 +0.0 pp +0.0 pp -0.2 pp +0.7 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 504.4 0.7% 4 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
☆FIL Ltd CIK 0000318989 0.878 1140 498.1 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 493.3 1.9% 4 -0.1 pp -0.2 pp -0.4 pp +1.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 483.3 0.6% 4 +0.1 pp +0.6 pp +0.1 pp +0.6 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 470.8 6.6% 4 +0.3 pp +0.1 pp +0.9 pp +6.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 469.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 464.1 14.2% 4 +0.4 pp +0.4 pp +0.9 pp +14.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 459.9 2.4% 4 +0.4 pp +0.2 pp +0.6 pp +2.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 459.1 2.3% 4 +0.0 pp -0.0 pp +0.3 pp +2.3 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 459.1 8.5% 4 +0.2 pp -0.4 pp -0.9 pp +8.5 pp
☆Main Management Fund Advisors LLC CIK 0001862787 0.000 8 454.8 38.2% 4 -0.4 pp +1.6 pp -10.5 pp +38.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 454.5 10.1% 4 -0.4 pp -0.2 pp +0.1 pp +10.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 450.3 13.7% 4 +0.1 pp +0.1 pp -0.1 pp +13.7 pp
☆P/E Global LLC CIK 0001910344 0.967 8 450.2 35.5% 2 +1.0 pp +35.5 pp +35.5 pp +35.5 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 443.3 14.1% 4 -1.7 pp -1.5 pp -1.3 pp +14.1 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 442.9 17.3% 4 -0.0 pp -1.9 pp -2.1 pp +17.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 442.3 2.4% 4 -0.2 pp +0.0 pp +0.3 pp +2.4 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 432.4 12.3% 4 -0.0 pp +0.1 pp -0.0 pp +12.3 pp
☆OP Asset Management Ltd CIK 0002097005 0.000 765 431.2 4.6% 4 +0.1 pp -0.1 pp -0.3 pp +4.6 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 424.1 28.8% 4 -1.0 pp -0.9 pp -0.3 pp +28.8 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 413.9 45.1% 4 -1.0 pp -1.0 pp -2.5 pp +45.1 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 413.2 1.7% 4 +0.2 pp +0.4 pp +0.4 pp +1.7 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 399.0 3.7% 4 -0.8 pp +0.8 pp +1.1 pp +3.7 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 398.2 8.6% 4 +0.2 pp +0.2 pp +0.6 pp +8.6 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 396.2 21.3% 4 +0.8 pp -0.2 pp +0.4 pp +21.3 pp
☆GENWORTH FINANCIAL INC (GNW) CIK 0001276520 0.942 2 392.9 91.9% 4 -0.6 pp -0.2 pp +0.2 pp +91.9 pp
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☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 135.5 3.1% 4 -0.2 pp -0.2 pp +0.1 pp +3.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 135.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆EASTERN BANK CIK 0001126395 0.668 1038 132.5 2.3% 4 -0.0 pp +0.5 pp +0.7 pp +2.3 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 132.5 11.2% 6 -0.4 pp -0.6 pp +0.7 pp -1.9 pp
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☆ESL Trust Services, LLC CIK 0001785545 0.914 266 131.9 25.2% 4 -1.3 pp +9.8 pp +10.1 pp +25.2 pp
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☆Callan Family Office, LLC CIK 0001938970 0.625 1226 131.1 3.0% 4 +0.0 pp -0.7 pp -0.6 pp +3.0 pp
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☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 123.2 12.8% 4 +1.5 pp +2.4 pp +3.0 pp +12.8 pp
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☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 119.3 4.5% 5 +0.0 pp -1.1 pp -1.0 pp -1.4 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 119.3 14.6% 4 -0.5 pp -1.5 pp -1.3 pp +14.6 pp
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☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 116.2 30.9% 5 -4.6 pp -4.7 pp -2.4 pp -0.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 115.9 3.2% 4 -0.2 pp -0.5 pp -1.1 pp +3.2 pp
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☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 71.5 5.2% 4 -0.4 pp -0.3 pp -0.4 pp +5.2 pp
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☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 69.7 10.4% 4 +1.0 pp +2.2 pp +3.3 pp +10.4 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 69.5 1.8% 4 -0.2 pp -0.4 pp -0.3 pp +1.8 pp
☆PJT Investments Corp. CIK 0002080606 0.573 10 69.4 27.5% 3 +12.2 pp +16.7 pp +27.5 pp +27.5 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 69.2 3.0% 4 +0.1 pp +0.1 pp +0.2 pp +3.0 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 68.0 0.8% 4 -0.2 pp -0.2 pp -0.2 pp +0.8 pp
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☆KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 65.4 35.5% 4 -1.2 pp -1.5 pp -2.1 pp +35.5 pp
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☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 65.1 11.6% 4 -1.2 pp -1.4 pp -2.0 pp +11.6 pp
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☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 64.4 6.3% 4 -0.5 pp -0.5 pp -0.7 pp +6.3 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 64.4 4.4% 4 -0.1 pp -0.1 pp +0.4 pp +4.4 pp
☆CONNING INC. CIK 0000801051 0.496 327 64.3 2.1% 4 -0.1 pp -0.1 pp -0.0 pp +2.1 pp
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☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 63.9 0.2% 4 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
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☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 63.3 4.1% 4 -0.1 pp +0.2 pp +0.3 pp +4.1 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 63.1 7.4% 4 +7.3 pp +7.3 pp +7.3 pp +7.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 62.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 53.1 11.6% 4 -1.6 pp -1.7 pp -1.6 pp +11.6 pp
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☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 8.2 2.7% 4 +1.0 pp +1.4 pp +1.6 pp +2.7 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 8.1 5.0% 4 +0.0 pp +0.3 pp +0.5 pp +5.0 pp
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☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 7.8 2.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 7.8 2.3% 4 +1.1 pp +1.2 pp +1.0 pp +2.3 pp
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☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 7.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 7.7 2.1% 4 -0.0 pp -0.0 pp +0.2 pp +2.1 pp
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☆MRA Advisory Group CIK 0001841816 0.219 157 7.6 3.1% 4 -2.6 pp -8.5 pp -10.9 pp +3.1 pp
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☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 7.6 5.4% 5 +0.2 pp +0.0 pp -0.1 pp +0.2 pp
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☆Bawa N Mallick Trust CIK 0002040013 0.643 78 7.5 3.1% 5 -0.6 pp -0.6 pp -0.6 pp -0.8 pp
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☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 7.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 5.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 5.9 2.5% 4 -0.2 pp -0.1 pp -0.2 pp +2.5 pp
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☆GSG Advisors LLC CIK 0001995773 0.640 148 5.8 1.5% 4 -0.0 pp -0.0 pp -0.1 pp +1.5 pp
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☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 5.6 3.2% 4 +0.2 pp +0.1 pp -0.0 pp +3.2 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 5.1 0.9% 4 +0.0 pp -0.0 pp +0.0 pp +0.9 pp
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☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 3.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 3.4 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
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☆Premier Financial Group CIK 0001989061 0.565 44 0.6 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
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☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
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☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 0.6 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.6 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 0.6 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
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☆G&S Capital LLC CIK 0001731448 0.138 152 0.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.6 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 0.6 0.4% 4 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.6 0.9% 4 -0.0 pp -0.1 pp -0.0 pp +0.9 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Arkos Global Advisors CIK 0001769089 0.805 124 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.6 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆SFAM, LLC CIK 0001713286 0.679 262 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 0.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
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☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CCM INVESTMENT ADVISERS LLC CIK 0000931097 0.448 88 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 0.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.6 0.3% 4 -0.2 pp -0.3 pp -0.2 pp +0.3 pp
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☆AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Verde Capital Management CIK 0001802891 0.578 80 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.5 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Chris Bulman Inc CIK 0002032404 0.343 165 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆RMR Wealth Builders CIK 0001803848 0.732 316 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 0.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
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☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.5 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
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☆Family Capital Trust Co CIK 0001123320 0.317 83 0.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
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☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
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☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp -25.5 pp -25.6 pp +0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp -1.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.9 pp -1.0 pp -0.8 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -2.1 pp -2.2 pp -0.1 pp +0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -1.3 pp -1.2 pp +0.0 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.8 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -6.8 pp -6.4 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.9 pp -1.2 pp +0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.4 pp -0.1 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 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 -2.8 pp -2.6 pp -2.3 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 -1.1 pp -0.2 pp -0.1 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Thomasville National Bank CIK 0001561790 0.599 241 0.0 0.0% 0 -1.3 pp -1.3 pp -1.3 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -46.3 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.4 pp -0.9 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.9 pp -0.9 pp -0.8 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -2.6 pp -2.6 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.3 pp -8.9 pp -9.4 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.0 0.0% 0 -0.7 pp -1.2 pp -1.6 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp +0.0 pp
☆UNIVERSITY OF CHICAGO CIK 0000314957 0.765 14 0.0 0.0% 0 -64.9 pp -64.0 pp -40.6 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -1.7 pp -1.8 pp -2.7 pp -3.2 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp +0.0 pp
☆SOMERVILLE KURT F CIK 0001215208 0.429 97 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆26North Partners LP CIK 0001950972 0.000 1 0.0 0.0% 0 -100.0 pp -100.0 pp -100.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.2 pp +0.0 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Qalhat Capital Ltd CIK 0001884252 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -17.6 pp +0.0 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -26.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -20.8 pp -20.9 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -1.3 pp -1.3 pp -1.4 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 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
☆Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp -51.9 pp -58.3 pp +0.0 pp
☆SAGE ADVISORS, LLC CIK 0002032121 0.464 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp -15.7 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH LANE CAPITAL, LP CIK 0001858558 0.000 5 0.0 0.0% 0 -22.2 pp -18.5 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp -31.3 pp -33.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -14.9 pp -14.7 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -4.5 pp -4.3 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -1.9 pp -1.8 pp +0.0 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 0.0 0.0% 0 +0.0 pp +0.0 pp -7.2 pp -8.1 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -1.9 pp -1.9 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -5.1 pp -5.0 pp -5.2 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.8 pp -0.9 pp -0.8 pp +0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -3.0 pp -2.4 pp -2.5 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -1.1 pp -1.2 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Gunderson Capital Management LLC CIK 0001792397 0.095 52 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 -1.3 pp -1.8 pp -2.1 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -2.0 pp -1.4 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.8 pp -0.9 pp -1.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 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 (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