Signals

← Signals

☆IWC

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

Flow ranking

Rank#1601
Score / z0.004 / -0.01
Consensus116.14 over 189 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 82.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 69.1 0.7% 3 +0.1 pp +0.5 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 62.6 0.0% 5 -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 52.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 34.8 0.7% 5 +0.1 pp +0.4 pp +0.7 pp +0.7 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 28.2 0.4% 5 +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 27.5 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 26.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 21.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 18.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 16.5 0.7% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 14.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 12.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 11.8 10.1% 1 +10.1 pp +10.1 pp -3.1 pp +10.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 11.7 2.1% 5 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 10.9 1.0% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 9.8 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 9.6 1.2% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 9.4 0.6% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 9.4 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 7.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 7.7 1.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 7.1 6.5% 5 +0.8 pp +0.9 pp +2.0 pp +2.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 6.4 2.6% 5 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆FIL Ltd CIK 0000318989 0.878 1140 6.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 6.2 3.1% 2 +1.1 pp +3.1 pp +3.1 pp +3.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 4.2 0.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 4.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 4.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 3.8 2.6% 5 +0.4 pp +0.4 pp +0.5 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.6 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 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBER CAPITAL MANAGEMENT LLC /ADV CIK 0001099905 0.698 13 3.6 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 3.5 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 2.8 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.6 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Genesis Financial Group, LLC CIK 0002097587 0.123 100 2.4 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆EMC Capital Management CIK 0001847772 0.576 53 2.3 0.9% 1 +0.9 pp +0.1 pp +0.9 pp +0.9 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 2.3 0.9% 5 +0.1 pp +0.1 pp -0.1 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 2.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CONNORS INVESTOR SERVICES INC CIK 0000884548 0.348 153 2.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 2.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.9 0.6% 3 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 1.8 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 1.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 1.5 0.2% 1 +0.2 pp -0.0 pp -0.1 pp -0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 1.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 1.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NVWM, LLC CIK 0001697274 0.201 780 1.1 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.0 0.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.8 0.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 0.8 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.8 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Peoples Bank/KS CIK 0001998269 0.180 98 0.8 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.6 0.2% 1 +0.2 pp -0.5 pp -0.9 pp -0.9 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.5 0.0% 2 +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% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.4 0.0% 4 -0.6 pp -0.7 pp -0.7 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 3 +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 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.4 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp -0.6 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 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 +0.0 pp -0.5 pp -0.2 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
☆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
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 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
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 (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