Signals

← Signals

☆IWC

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

Flow ranking

Rank#17377
Score / z0.000 / -0.02
Consensus113.84 over 187 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 71.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 52.9 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 50.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 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 37.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 27.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 26.9 0.6% 4 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 22.5 0.4% 4 -0.0 pp -0.0 pp -0.0 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 19.7 0.0% 6 +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 19.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 18.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 17.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 17.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 13.6 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 10.9 1.1% 4 +0.3 pp +0.3 pp +0.3 pp +1.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 9.6 1.9% 4 -0.0 pp +0.0 pp +0.2 pp +1.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 8.6 1.2% 4 +0.0 pp -0.1 pp +0.0 pp +1.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 7.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 7.6 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 7.5 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 6.7 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 6.2 1.6% 4 +0.0 pp +0.1 pp +0.2 pp +1.6 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 6.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 5.6 5.7% 4 +0.1 pp +1.1 pp +1.4 pp +5.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 5.1 2.4% 4 +0.1 pp +0.1 pp +0.3 pp +2.4 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIL Ltd CIK 0000318989 0.878 1140 5.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 3.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 3.7 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 3.4 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.2 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 3.0 2.2% 4 -0.0 pp +0.1 pp -0.2 pp +2.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBER CAPITAL MANAGEMENT LLC /ADV CIK 0001099905 0.698 13 2.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 2.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 2.8 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 2.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.3 1.1% 4 +0.1 pp +0.0 pp -0.1 pp +1.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 2.2 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesis Financial Group, LLC CIK 0002097587 0.123 100 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.8 0.8% 4 +0.0 pp -0.2 pp -0.1 pp +0.8 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 1.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.6 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 1.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 1.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.8 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 0.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 1 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Peoples Bank/KS CIK 0001998269 0.180 98 0.6 0.6% 4 +0.0 pp +0.1 pp +0.3 pp +0.6 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.6 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 0.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.6 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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 -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.5 pp -0.2 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 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
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 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 IWC). Qtrs Held counts distinct quarters this fund has actually held IWC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWC position size. Δ columns are the percentage-point change in IWC'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