Signals

← Signals

☆IWB

1460 in-universe funds with a nonzero position in IWB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24542
Score / z-2.586 / -3.87
Consensus489.22 over 902 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)
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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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4,092.8 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 3,645.8 0.2% 2 -0.0 pp +0.2 pp +0.2 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 1,611.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,529.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 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 1,095.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1,035.7 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,005.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 894.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 862.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 664.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 635.9 1.0% 3 +0.3 pp +0.3 pp +1.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 630.9 0.0% 2 +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 584.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 535.7 12.8% 2 -0.2 pp +12.8 pp +12.8 pp +12.8 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 535.7 10.8% 2 -0.1 pp +10.8 pp +10.8 pp +10.8 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 521.3 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 488.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 482.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 467.8 7.0% 2 -0.1 pp +7.0 pp +7.0 pp +7.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 427.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 425.6 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 345.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 289.1 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 288.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 276.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 274.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 268.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 264.1 15.5% 2 +0.2 pp +15.5 pp +15.5 pp +15.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 239.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 239.2 13.0% 2 -0.1 pp +13.0 pp +13.0 pp +13.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 228.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 217.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 195.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 195.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 192.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 175.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 174.9 4.0% 2 +3.0 pp +4.0 pp +4.0 pp +4.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 174.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 173.1 8.5% 3 +0.1 pp +8.2 pp +8.5 pp +8.5 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 170.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 168.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 164.5 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 152.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 152.5 17.9% 2 -0.7 pp +17.9 pp +17.9 pp +17.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 136.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 133.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 122.2 32.5% 2 -0.7 pp +32.5 pp +32.5 pp +32.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 119.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 118.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 115.0 0.1% 2 -0.0 pp +0.1 pp +0.1 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 112.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 110.6 5.8% 2 +0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 110.2 14.0% 2 -1.1 pp +14.0 pp +14.0 pp +14.0 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 96.7 5.4% 2 +0.6 pp +5.4 pp +5.4 pp +5.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 94.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 92.8 8.1% 2 -0.3 pp +8.1 pp +8.1 pp +8.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 90.2 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 85.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 77.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 76.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 75.3 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 74.0 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 74.0 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 72.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 72.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 71.2 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 67.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 65.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 64.7 1.6% 4 -0.1 pp -0.2 pp -0.1 pp +1.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 64.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 64.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 63.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 63.2 8.3% 2 -0.5 pp +8.3 pp +8.3 pp +8.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 61.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 61.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 60.8 9.3% 2 -0.2 pp +9.3 pp +9.3 pp +9.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 60.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 57.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 55.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 55.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 53.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 53.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 52.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 52.4 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 50.7 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 49.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 48.5 23.3% 2 -0.2 pp +23.3 pp +23.3 pp +23.3 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 48.3 2.8% 2 -0.7 pp +2.8 pp +2.8 pp +2.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 47.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 45.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 45.6 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 45.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 45.1 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 44.3 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 44.3 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 43.9 3.2% 2 -0.9 pp +3.2 pp +3.2 pp +3.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 43.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 43.4 27.3% 2 -0.2 pp +27.3 pp +27.3 pp +27.3 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 41.8 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 41.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 41.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 40.8 23.4% 2 -0.5 pp +23.4 pp +23.4 pp +23.4 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 40.1 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 39.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 38.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Busey Bank CIK 0001427202 0.741 388 38.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 38.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 37.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 37.1 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 36.2 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 35.8 5.2% 2 -2.3 pp +5.2 pp +5.2 pp +5.2 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 35.4 4.4% 2 -0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 35.2 8.9% 2 -0.0 pp +8.9 pp +8.9 pp +8.9 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 33.3 5.4% 2 -0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 33.1 6.6% 2 +0.0 pp +6.6 pp +6.6 pp +6.6 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 32.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 32.3 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.838 58 32.3 16.3% 2 -0.2 pp +16.3 pp +16.3 pp +16.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 32.0 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 31.4 9.2% 2 -0.4 pp +9.2 pp +9.2 pp +9.2 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 31.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 31.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 31.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 30.9 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 30.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 30.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 30.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 29.5 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 29.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 29.1 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 29.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 29.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 28.6 10.0% 2 -1.0 pp +10.0 pp +10.0 pp +10.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 28.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 28.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 27.9 10.4% 2 +0.1 pp +10.4 pp +10.4 pp +10.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 27.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 27.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 26.9 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 26.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 26.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 26.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 25.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 19.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
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☆SCS Capital Management LLC CIK 0001303159 0.917 485 18.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 18.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Rice Partnership, LLC CIK 0001736736 0.521 171 16.8 2.4% 2 -0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 16.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 16.1 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Latigo Investments, LLC CIK 0001914668 0.838 14 15.6 7.8% 2 +0.4 pp +7.8 pp +7.8 pp +7.8 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 15.5 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 15.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 15.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 14.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
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☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 14.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 5.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 5.2 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
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☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 5.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 4.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆IFC Advisors LLC CIK 0002053348 0.691 179 4.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 4.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 4.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -7.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 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
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 (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