Signals

IVW

1986 in-universe funds with a nonzero position in IVW within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24574
Score / z-3.506 / -5.25
Consensus572.03 over 1142 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
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,499.6 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,990.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 4,039.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2,349.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 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 2,225.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,803.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,075.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,017.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 864.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 670.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 544.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 527.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 526.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 520.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 496.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
FIL Ltd CIK 0000318989 0.878 1140 470.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 439.4 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 435.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 428.7 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 396.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 388.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 351.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 336.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 332.1 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 290.9 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 252.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 245.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 241.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 230.0 12.4% 2 -0.6 pp +12.4 pp +12.4 pp +12.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 227.9 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 207.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 202.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 199.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 188.7 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 184.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 156.1 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
JB Capital LLC CIK 0001879371 0.629 280 145.4 6.3% 2 -0.1 pp +6.3 pp +6.3 pp +6.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 140.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 136.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 135.4 7.4% 2 -0.4 pp +7.4 pp +7.4 pp +7.4 pp
MAI Capital Management CIK 0001040197 0.725 1889 134.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 133.7 4.8% 2 -0.2 pp +4.8 pp +4.8 pp +4.8 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 128.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 128.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LVZ, Inc. CIK 0001574408 0.889 177 124.0 14.1% 2 +2.7 pp +14.1 pp +14.1 pp +14.1 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 120.5 6.9% 2 +0.1 pp +6.9 pp +6.9 pp +6.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 115.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 114.8 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 113.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 107.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 107.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 106.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 103.6 2.1% 3 -0.9 pp -1.3 pp +2.1 pp +2.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 91.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 91.1 4.0% 2 -1.1 pp +4.0 pp +4.0 pp +4.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 88.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 88.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 86.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 83.7 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 83.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 83.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 82.1 4.4% 2 -2.5 pp +4.4 pp +4.4 pp +4.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 81.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 81.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 80.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 78.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 76.1 6.9% 2 -0.3 pp +6.9 pp +6.9 pp +6.9 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 76.1 41.7% 2 -1.2 pp +41.7 pp +41.7 pp +41.7 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 74.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 74.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 70.2 11.8% 2 -0.2 pp +11.8 pp +11.8 pp +11.8 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 66.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 66.1 11.6% 2 +0.9 pp +11.6 pp +11.6 pp +11.6 pp
Allworth Financial LP CIK 0001555170 0.907 5124 64.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 62.6 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 60.5 9.8% 3 +0.0 pp +0.9 pp +9.8 pp +9.8 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 60.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 57.8 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 57.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 55.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 55.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 55.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
CHOREO, LLC CIK 0001679031 0.797 1690 52.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 52.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 50.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 50.7 11.4% 2 -0.5 pp +11.4 pp +11.4 pp +11.4 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 50.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 50.2 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 48.9 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 48.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
&PARTNERS CIK 0000107136 0.806 2509 48.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MA Private Wealth CIK 0001767474 0.750 88 47.2 7.9% 2 +0.2 pp +7.9 pp +7.9 pp +7.9 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 46.9 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 45.6 15.5% 2 +0.3 pp +15.5 pp +15.5 pp +15.5 pp
BARINGS LLC CIK 0000009015 0.845 191 44.8 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 44.8 14.4% 2 -0.3 pp +14.4 pp +14.4 pp +14.4 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 44.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Lee Financial Co CIK 0001391166 0.828 162 43.8 5.5% 2 -0.3 pp +5.5 pp +5.5 pp +5.5 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 43.7 5.4% 2 -0.3 pp +5.4 pp +5.4 pp +5.4 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 42.7 27.3% 2 -0.6 pp +27.3 pp +27.3 pp +27.3 pp
Calydon Capital CIK 0001759271 0.373 277 42.5 6.8% 2 -0.8 pp +6.8 pp +6.8 pp +6.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 41.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 40.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 40.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Busey Bank CIK 0001427202 0.741 388 40.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 40.5 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 40.3 7.5% 2 -0.1 pp +7.5 pp +7.5 pp +7.5 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 39.5 5.1% 2 +0.3 pp +5.1 pp +5.1 pp +5.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 39.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 38.5 7.9% 2 -0.3 pp +7.9 pp +7.9 pp +7.9 pp
BOKF, NA CIK 0000009634 0.752 1160 38.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 38.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 37.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 37.4 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 37.3 6.6% 2 +0.2 pp +6.6 pp +6.6 pp +6.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 36.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 36.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 35.9 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 35.5 11.4% 2 +0.0 pp +11.4 pp +11.4 pp +11.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 35.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 35.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 35.1 12.3% 2 +0.2 pp +12.3 pp +12.3 pp +12.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 34.9 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 34.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 34.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 34.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 33.8 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +5.7 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 33.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 33.2 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 33.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 33.0 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 32.6 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 32.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 32.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 32.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 32.1 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 31.9 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 31.6 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 31.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 31.4 1.8% 2 -1.7 pp +1.8 pp +1.8 pp +1.8 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 31.3 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 31.2 4.3% 2 +1.7 pp +4.3 pp +4.3 pp +4.3 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 31.1 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
EWA, LLC CIK 0001835252 0.457 332 31.0 8.6% 2 -0.6 pp +8.6 pp +8.6 pp +8.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 31.0 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 30.8 11.4% 2 +0.1 pp +11.4 pp +11.4 pp +11.4 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 30.8 6.0% 2 -0.3 pp +6.0 pp +6.0 pp +6.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 30.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 30.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 30.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 30.3 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 30.3 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
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KWMG, LLC CIK 0001633024 0.515 153 29.7 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
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Western Wealth Management, LLC CIK 0001767902 0.459 1001 26.5 1.4% 3 -0.1 pp +0.0 pp +1.4 pp +1.4 pp
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Guidance Point Advisors, LLC CIK 0001767710 0.787 102 23.2 5.6% 2 -0.0 pp +5.6 pp +5.6 pp +5.6 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 20.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
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Broadview Financial Management, LLC CIK 0001697024 0.682 43 10.7 7.2% 2 +0.1 pp +7.2 pp +7.2 pp +7.2 pp
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IFG Advisory, LLC CIK 0001728319 0.000 2358 10.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 10.6 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
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COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 10.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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EPG Wealth Management LLC CIK 0001803058 0.273 318 10.3 2.8% 2 -0.4 pp +2.8 pp +2.8 pp +2.8 pp
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Royal Fund Management, LLC CIK 0001810099 0.176 273 9.8 1.2% 2 -0.7 pp +1.2 pp +1.2 pp +1.2 pp
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Alpine Bank Wealth Management CIK 0001974910 0.183 404 9.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
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GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 9.6 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 9.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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LPWM LLC CIK 0001801101 0.514 98 2.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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 +0.0 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 IVW). Qtrs Held counts distinct quarters this fund has actually held IVW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVW position size. Δ columns are the percentage-point change in IVW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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