Signals

IWB

1656 in-universe funds with a nonzero position in IWB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#268
Score / z0.915 / 0.81
Consensus510.66 over 919 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-25% / 1.0d

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
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,637.3 1.7% 4 -0.9 pp -1.0 pp -1.0 pp +1.7 pp
FMR LLC CIK 0000315066 0.989 5571 3,586.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 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 1,838.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,548.6 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 947.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 904.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 830.6 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 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 723.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 689.4 0.8% 5 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 585.4 12.6% 4 -0.4 pp -0.2 pp -0.4 pp +12.6 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 585.4 10.9% 4 -0.3 pp +0.1 pp +0.0 pp +10.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 584.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 563.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 506.2 4.1% 4 -0.2 pp -0.3 pp -0.2 pp +4.1 pp
BOKF, NA CIK 0000009634 0.752 1160 458.9 7.0% 4 -0.4 pp -0.0 pp -0.1 pp +7.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 456.3 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 416.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 405.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 396.5 1.6% 4 -0.0 pp -0.0 pp +0.0 pp +1.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 318.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 303.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 285.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 282.0 2.2% 4 +0.0 pp -0.0 pp -0.0 pp +2.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 279.8 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 252.5 14.7% 4 -0.6 pp -0.8 pp -0.7 pp +14.7 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 230.5 12.4% 4 -0.5 pp -0.6 pp -0.6 pp +12.4 pp
Creative Planning CIK 0001540235 0.979 4196 229.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 217.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 211.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 207.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 197.0 2.1% 4 -3.4 pp -1.9 pp +1.1 pp +2.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 186.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 186.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 183.7 0.9% 4 +0.3 pp +0.4 pp -0.0 pp +0.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 174.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 157.8 0.4% 4 +0.1 pp -0.1 pp -0.1 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 153.2 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 141.0 14.6% 4 -1.9 pp -3.3 pp -4.0 pp +14.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 134.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 128.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 121.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 121.6 32.1% 4 +0.1 pp -0.4 pp -1.1 pp +32.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 118.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 116.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 113.8 0.9% 4 -0.1 pp -0.3 pp -0.4 pp +0.9 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 106.3 1.7% 6 -0.2 pp +1.2 pp +1.1 pp +1.0 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 103.8 13.5% 4 -0.8 pp -0.5 pp -1.6 pp +13.5 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 97.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 97.2 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
Johns Hopkins University CIK 0001764756 0.949 18 94.3 6.8% 4 -0.4 pp +1.4 pp +2.1 pp +6.8 pp
COMMERCE BANK CIK 0001009076 0.853 1332 94.1 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
AMG National Trust Bank CIK 0001388829 0.744 439 92.8 2.0% 4 -0.1 pp -0.2 pp -0.2 pp +2.0 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 88.9 7.3% 4 -0.6 pp -0.8 pp -1.2 pp +7.3 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 88.2 5.1% 4 -0.2 pp -0.7 pp -0.6 pp +5.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 81.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 76.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 73.6 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 72.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 71.5 0.9% 4 -0.1 pp -0.1 pp -0.3 pp +0.9 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 71.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 71.1 4.0% 4 -0.3 pp -0.4 pp -0.5 pp +4.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 69.8 4.2% 4 -0.4 pp -0.4 pp -0.5 pp +4.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 68.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 67.5 2.3% 4 -0.1 pp -0.1 pp -0.1 pp +2.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 65.0 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 64.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 61.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 60.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 60.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 59.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 58.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 57.6 8.2% 4 -0.4 pp -1.1 pp -1.2 pp +8.2 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 57.4 2.4% 6 +0.1 pp +0.9 pp +0.8 pp +0.7 pp
Mason & Associates Inc CIK 0001917686 0.488 161 57.2 11.1% 2 -0.6 pp +11.1 pp +11.1 pp +11.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 55.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 54.6 24.0% 4 -0.2 pp +0.6 pp +0.4 pp +24.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 54.3 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 53.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 52.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 52.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 50.5 0.6% 4 -0.1 pp -0.0 pp -0.0 pp +0.6 pp
JT Stratford LLC CIK 0001689013 0.376 321 49.9 6.4% 4 -0.3 pp -0.7 pp -0.5 pp +6.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 46.8 3.7% 4 +0.5 pp +0.5 pp -0.4 pp +3.7 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 46.4 4.2% 4 -0.3 pp -0.5 pp -0.4 pp +4.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 46.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 45.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 44.3 0.7% 4 -0.0 pp -0.3 pp -0.4 pp +0.7 pp
Keel Point, LLC CIK 0001386935 0.645 514 44.2 3.0% 4 +0.2 pp +0.2 pp +0.2 pp +3.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 44.1 3.7% 4 -0.0 pp -0.1 pp -0.2 pp +3.7 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 44.0 2.3% 4 -0.4 pp -0.4 pp -1.1 pp +2.3 pp
Trust Co CIK 0001632554 0.769 908 43.8 4.1% 4 -0.2 pp -0.5 pp -0.6 pp +4.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 43.5 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Brewster Financial Planning LLC CIK 0001898145 0.843 30 42.8 25.9% 4 -1.1 pp -1.4 pp -1.6 pp +25.9 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 42.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 41.7 0.9% 4 -0.0 pp +0.2 pp -0.1 pp +0.9 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 41.5 4.7% 4 +0.2 pp +0.0 pp +0.1 pp +4.7 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 40.2 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 40.1 21.5% 4 -1.6 pp -1.9 pp -2.4 pp +21.5 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 38.6 5.2% 4 -0.2 pp -0.2 pp -0.4 pp +5.2 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 38.3 1.8% 4 -0.1 pp -0.0 pp +0.0 pp +1.8 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 38.1 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 37.6 2.0% 4 -0.1 pp -0.1 pp -0.1 pp +2.0 pp
Busey Bank CIK 0001427202 0.741 388 37.3 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 36.2 1.2% 4 +0.0 pp -0.5 pp -0.4 pp +1.2 pp
Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 36.1 8.6% 4 -0.3 pp -0.3 pp -0.3 pp +8.6 pp
DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 34.9 5.2% 4 +0.0 pp +0.0 pp -2.3 pp +5.2 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 34.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 34.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Louis Trust Co CIK 0001661144 0.000 125 34.2 4.0% 4 -0.1 pp -0.4 pp -0.7 pp +4.0 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 33.7 4.1% 4 -0.2 pp -0.2 pp -0.3 pp +4.1 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 32.3 4.4% 4 -0.7 pp -1.0 pp -1.0 pp +4.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 31.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 31.8 3.8% 3 +0.2 pp -0.3 pp +3.8 pp +3.8 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 31.5 6.1% 4 -0.5 pp -0.5 pp -0.5 pp +6.1 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 31.0 4.7% 4 +0.1 pp +0.4 pp +0.1 pp +4.7 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 31.0 0.7% 4 -0.0 pp +0.2 pp +0.2 pp +0.7 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 30.9 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 30.9 2.7% 4 -0.1 pp -0.2 pp -0.2 pp +2.7 pp
Gray Private Wealth, LLC CIK 0001928877 0.838 58 30.4 15.3% 4 -0.3 pp -1.0 pp -1.2 pp +15.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 30.4 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 29.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 29.8 7.5% 4 -0.8 pp -1.7 pp -2.2 pp +7.5 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 29.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
XML Financial, LLC CIK 0001800465 0.420 447 29.4 2.4% 4 -0.2 pp -0.1 pp -0.1 pp +2.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 28.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 28.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 27.8 3.0% 4 -0.2 pp -0.3 pp -0.3 pp +3.0 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 27.7 9.3% 4 +0.0 pp -0.7 pp -1.7 pp +9.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 27.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 27.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 26.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 26.4 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 26.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 25.4 1.7% 4 -0.2 pp -0.1 pp -0.3 pp +1.7 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 24.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 24.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 23.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 23.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 22.7 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 22.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 21.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 21.1 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 21.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
DAVIS R M INC CIK 0000891287 0.824 280 21.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 20.7 3.1% 4 +0.4 pp +0.3 pp +0.2 pp +3.1 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 20.5 0.8% 4 -0.1 pp +0.6 pp +0.6 pp +0.8 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 20.2 4.0% 4 -0.2 pp -0.3 pp -0.3 pp +4.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 19.7 1.7% 4 +0.0 pp +0.0 pp -0.1 pp +1.7 pp
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CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 5.0 1.5% 4 -0.1 pp -0.3 pp -0.3 pp +1.5 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 4.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 4.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 4.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
IFC Advisors LLC CIK 0002053348 0.691 179 4.7 0.7% 4 -0.0 pp -0.2 pp -0.2 pp +0.7 pp
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HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 4.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.6 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 4.6 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
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PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Calamos Advisors LLC CIK 0001316507 0.672 942 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 4.5 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 4.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 4.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Calamos Wealth Management LLC CIK 0001455258 0.686 456 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 4.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 4.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Next Capital Management LLC CIK 0001752762 0.504 138 4.3 1.3% 4 -0.1 pp -0.2 pp -0.3 pp +1.3 pp
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HFG Advisors, Inc. CIK 0001911087 0.294 117 4.3 3.0% 4 -0.2 pp -0.1 pp -0.0 pp +3.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 4.2 0.5% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 4.2 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
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Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 4.1 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Americana Partners, LLC CIK 0001797678 0.514 596 3.9 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 3.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
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KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Plancorp, LLC CIK 0001599579 0.797 425 3.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Horizon Investment Services, LLC CIK 0001426940 0.193 143 3.7 1.3% 4 -0.1 pp -0.1 pp -0.2 pp +1.3 pp
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Cambridge Financial Group, LLC CIK 0002085256 0.512 155 3.7 1.2% 6 -0.2 pp -0.1 pp +0.6 pp +0.6 pp
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Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
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GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SVB WEALTH LLC CIK 0001626116 0.541 384 3.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 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
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 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 IWB). Qtrs Held counts distinct quarters this fund has actually held IWB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWB position size. Δ columns are the percentage-point change in IWB'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