Signals

← Signals

☆IWB

1749 in-universe funds with a nonzero position in IWB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24930
Score / z-1.656 / -2.01
Consensus522.46 over 957 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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 4,071.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,483.9 1.4% 5 -0.4 pp -1.2 pp -1.4 pp -1.4 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 1,870.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,600.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1,187.4 3.5% 1 +3.5 pp +3.5 pp -0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,044.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,041.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 947.3 0.5% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 937.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 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 835.7 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 761.4 0.8% 6 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 670.7 11.1% 5 +0.2 pp -0.1 pp +0.3 pp +0.2 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 670.7 12.7% 5 +0.1 pp -0.3 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 646.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 585.3 4.3% 5 +0.2 pp -0.0 pp -0.1 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 547.7 0.3% 1 +0.3 pp +0.3 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 524.7 7.2% 5 +0.2 pp -0.2 pp +0.2 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 520.3 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 466.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 463.9 1.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 443.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 350.8 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 343.2 2.6% 5 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 341.2 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 334.0 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 323.9 2.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 293.1 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 287.7 15.1% 5 +0.3 pp -0.2 pp -0.5 pp -0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 266.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 261.1 12.7% 5 +0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 256.1 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 231.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 231.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 214.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 201.7 0.9% 5 +0.1 pp +0.4 pp +0.4 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 197.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 179.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 176.3 0.4% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 168.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 156.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 155.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 155.6 14.7% 5 +0.1 pp -1.8 pp -3.1 pp -3.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 144.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 142.3 32.7% 5 +0.6 pp +0.7 pp +0.3 pp -0.5 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 140.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 136.3 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 130.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 128.9 0.7% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 127.4 2.0% 5 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 120.9 1.8% 7 +0.0 pp -0.1 pp +1.2 pp +1.1 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 116.7 13.2% 5 -0.3 pp -1.1 pp -0.8 pp -1.9 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 114.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 108.3 7.2% 5 +0.4 pp +0.0 pp +1.9 pp +2.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 107.5 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 102.1 5.3% 5 +0.2 pp +0.0 pp -0.5 pp -0.5 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 101.4 6.8% 5 -0.4 pp -1.0 pp -1.3 pp -1.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 97.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 96.8 2.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 94.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 93.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 92.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 85.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 85.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 84.2 1.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 80.9 1.0% 5 +0.1 pp +0.0 pp -0.0 pp -0.2 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 80.4 4.0% 5 +0.0 pp -0.3 pp -0.3 pp -0.5 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 79.0 4.1% 5 -0.2 pp -0.5 pp -0.6 pp -0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 77.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 76.8 2.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 71.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 71.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 68.0 11.0% 3 -0.1 pp -0.7 pp +11.0 pp +11.0 pp
☆Boston Partners CIK 0001386060 0.833 802 67.7 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 66.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 65.9 1.2% 7 -1.2 pp -1.1 pp -0.3 pp -0.4 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 65.5 8.5% 5 +0.3 pp -0.1 pp -0.8 pp -0.9 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 64.9 24.5% 5 +0.5 pp +0.3 pp +1.2 pp +1.0 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 63.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 62.6 13.0% 2 +0.6 pp +13.0 pp +13.0 pp +13.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 61.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 61.0 4.5% 5 +0.9 pp +0.9 pp +0.8 pp +0.6 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 60.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 60.3 0.7% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 60.0 6.6% 5 +0.2 pp -0.1 pp -0.4 pp -0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 59.4 0.3% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 58.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 57.1 0.6% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 56.3 5.3% 5 +0.7 pp +0.9 pp +0.7 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 55.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 54.0 3.8% 5 +0.1 pp +0.6 pp +0.6 pp -0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 52.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 51.8 2.6% 5 +0.3 pp -0.2 pp -0.1 pp -0.8 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 50.9 0.7% 5 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 50.1 4.0% 5 -0.2 pp -0.5 pp -0.7 pp -0.7 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 50.1 3.0% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Trust Co CIK 0001632554 0.769 908 49.8 4.5% 5 +0.4 pp +0.2 pp -0.1 pp -0.2 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.842 30 48.7 26.8% 5 +0.9 pp -0.2 pp -0.5 pp -0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 48.5 0.2% 5 -0.2 pp -0.2 pp -0.0 pp -0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 47.5 1.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 47.5 0.9% 5 +0.0 pp +0.0 pp +0.2 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 46.4 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 46.3 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 45.7 21.9% 5 +0.4 pp -1.3 pp -1.5 pp -2.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 43.3 5.2% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 43.0 0.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 42.6 1.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 42.4 2.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 42.3 1.8% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 41.5 1.3% 5 +0.1 pp +0.1 pp -0.4 pp -0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 41.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 38.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 38.3 4.2% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 37.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 37.6 8.5% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 37.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 36.9 4.0% 5 -0.4 pp -1.1 pp -1.4 pp -1.4 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 36.6 4.0% 2 +0.8 pp +4.0 pp +4.0 pp +4.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 36.6 3.4% 4 -0.3 pp -0.2 pp -0.6 pp +3.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 35.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 35.1 0.8% 5 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 35.0 4.2% 5 -0.5 pp -0.4 pp -0.1 pp -0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 35.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 34.9 2.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 34.9 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 34.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 34.1 14.8% 5 -0.5 pp -0.8 pp -1.5 pp -1.7 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 33.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 33.6 7.0% 5 -0.5 pp -1.3 pp -2.2 pp -2.6 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 33.6 2.4% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 33.5 6.0% 5 -0.1 pp -0.6 pp -0.7 pp -0.6 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 33.4 2.0% 5 +0.3 pp +0.1 pp +0.2 pp +0.0 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 33.4 9.8% 5 +0.5 pp +0.5 pp -0.2 pp -1.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 33.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 32.9 3.2% 5 +0.2 pp +0.0 pp -0.1 pp -0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 31.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 30.5 0.9% 1 +0.9 pp +0.9 pp -0.1 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 30.4 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 30.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 30.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 29.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 27.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 27.4 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 27.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 26.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 25.8 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 25.7 0.3% 5 +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 25.2 0.2% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 23.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 23.9 1.4% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 23.4 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 23.1 3.1% 5 -0.0 pp +0.4 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 22.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 22.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 22.7 4.0% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 22.1 6.3% 5 +0.0 pp -0.3 pp -0.3 pp -0.6 pp
☆Paragon Capital Management LLC CIK 0001388437 0.504 60 21.9 10.1% 5 +0.5 pp -0.2 pp -0.2 pp -0.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 21.9 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Paladin Partners, LLC CIK 2141570 0.611 214 21.4 14.2% 2 +0.6 pp +14.2 pp +14.2 pp +14.2 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 21.3 10.3% 7 +0.2 pp -0.3 pp -0.6 pp -1.6 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 21.1 14.9% 4 +0.1 pp -1.2 pp -2.1 pp +14.9 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 20.5 0.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 20.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 20.2 3.8% 5 +0.3 pp -0.0 pp -0.3 pp -0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 20.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 20.1 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 19.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 19.2 1.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 19.0 1.4% 7 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 18.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 18.7 2.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.6 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 18.6 1.1% 5 +0.1 pp +0.5 pp +0.4 pp +0.6 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 18.2 12.2% 5 +2.1 pp +1.9 pp +1.8 pp +1.6 pp
☆DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 17.9 2.4% 5 -2.7 pp -2.7 pp -2.7 pp -5.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 17.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latigo Investments, LLC CIK 0001914668 0.837 14 17.4 7.8% 5 +0.2 pp -0.1 pp -0.1 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.3 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 17.3 2.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 16.9 1.6% 5 -0.1 pp +0.7 pp -0.4 pp -0.5 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 16.9 1.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 16.7 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 16.6 1.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 16.3 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 16.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 16.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CHARTIST INC /CA/ CIK 0001129770 0.862 21 15.9 9.9% 3 -0.1 pp -0.1 pp +9.9 pp +9.9 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 15.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 15.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 15.1 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 15.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 15.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 14.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 14.1 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 13.7 0.7% 5 +0.0 pp +0.0 pp -0.4 pp +0.1 pp
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☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 13.6 9.2% 6 -0.3 pp -0.8 pp -2.5 pp -3.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 13.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 13.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 13.3 1.5% 5 +1.5 pp +1.4 pp +1.4 pp +1.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 12.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 12.6 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.7 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 12.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 12.1 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 12.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 11.9 4.9% 6 -0.2 pp -0.9 pp -1.5 pp -1.4 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 11.9 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.0 pp
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☆Firestone Capital Management CIK 0001799964 0.601 168 11.7 2.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆Cannell & Spears LLC CIK 0001426319 0.634 445 11.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 11.2 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
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☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 10.9 2.0% 5 -0.1 pp -0.2 pp -0.5 pp -0.8 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 10.8 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 10.7 6.7% 5 +0.3 pp +0.2 pp +0.8 pp +5.6 pp
☆FORMULATE FINANCIAL LLC CIK 0002093400 0.742 26 10.7 11.3% 3 -0.2 pp +0.1 pp +11.3 pp +11.3 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 10.5 2.9% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 10.5 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 10.3 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.4 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 10.3 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 10.2 0.6% 4 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 10.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 9.9 4.2% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
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☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 9.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Campion Asset Management CIK 0001843492 0.531 83 9.4 5.8% 5 +0.1 pp -0.4 pp -2.6 pp -2.7 pp
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☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 9.1 5.4% 5 -0.0 pp -0.5 pp -0.5 pp -0.3 pp
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☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 8.8 5.3% 5 -0.1 pp -0.2 pp -0.5 pp -0.7 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 8.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 7.8 1.1% 5 +0.2 pp +0.2 pp -0.6 pp -0.7 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 7.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 6.1 6.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 6.1 2.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.539 57 6.1 3.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 6.0 1.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 5.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 5.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 5.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 5.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 5.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 5.8 1.5% 7 +0.0 pp -0.1 pp -0.2 pp -0.4 pp
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☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 5.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 5.7 1.4% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
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☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 5.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 5.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 5.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 5.4 0.7% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
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☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 5.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 5.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 5.2 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 5.2 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Utah Retirement Systems CIK 0001548392 0.790 1027 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 5.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 5.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.1 0.1% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 5.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 5.0 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 5.0 1.4% 5 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 4.9 3.1% 5 +0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 4.9 1.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
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☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 4.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Intrua Financial, LLC CIK 0001812792 0.394 491 4.5 0.4% 7 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆Americana Partners, LLC CIK 0001797678 0.514 596 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 4.4 1.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 4.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Ascent Group, LLC CIK 0001913231 0.508 808 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 4.1 1.0% 5 -0.7 pp -0.4 pp -0.5 pp -0.8 pp
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☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 2.9 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 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 +0.0 pp -0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -4.0 pp -4.1 pp -4.4 pp -4.7 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 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 +0.0 pp -0.8 pp -0.7 pp -0.7 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -3.2 pp -3.4 pp -10.4 pp -10.3 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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