Signals

IWD

1944 in-universe funds with a nonzero position in IWD within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#97
Score / z1.970 / 2.79
Consensus655.28 over 1235 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-8% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 10,991.7 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 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 8,342.8 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,400.9 0.3% 3 +0.0 pp -0.1 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 1,946.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1,811.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,770.6 3.4% 3 +0.0 pp -0.0 pp +3.4 pp +3.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,629.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,390.7 0.3% 3 -0.0 pp -0.0 pp +0.3 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 1,240.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,230.2 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,131.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,036.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 902.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 748.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 725.4 0.9% 3 -0.0 pp +0.3 pp +0.9 pp +0.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 534.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 531.0 11.8% 3 +0.2 pp -0.5 pp +11.8 pp +11.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 493.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 403.1 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 363.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 354.8 13.0% 3 +0.3 pp +0.1 pp +13.0 pp +13.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 317.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 303.0 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 297.2 0.3% 4 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 294.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 278.3 14.4% 3 +0.2 pp +0.2 pp +14.4 pp +14.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 272.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 263.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 239.9 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 231.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 221.5 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 219.5 22.6% 3 +0.1 pp -0.4 pp +22.6 pp +22.6 pp
COMERICA BANK CIK 0000901541 0.812 3711 204.9 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 185.3 7.3% 3 -0.0 pp -0.2 pp +7.3 pp +7.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 180.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 175.6 9.6% 3 +0.1 pp -0.4 pp +9.6 pp +9.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 173.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 170.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 152.6 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 141.5 2.2% 3 -0.2 pp -0.4 pp +2.2 pp +2.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 141.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 130.7 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 130.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 128.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 128.3 6.7% 3 -0.6 pp -0.5 pp +6.7 pp +6.7 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 119.6 1.8% 3 +1.7 pp +1.8 pp +1.8 pp +1.8 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 117.1 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Creative Planning CIK 0001540235 0.979 4196 113.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 111.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 107.7 2.2% 3 +1.3 pp +1.5 pp +2.2 pp +2.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 102.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Mizuho Bank, Ltd. CIK 0001512734 0.000 6 101.0 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 95.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 95.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 91.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 90.6 6.1% 3 +0.1 pp +0.2 pp +6.1 pp +6.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 88.9 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 88.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 87.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 87.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 86.9 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 86.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 84.8 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 84.7 16.3% 3 +0.4 pp -0.5 pp +16.3 pp +16.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 84.4 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 83.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 80.7 11.9% 3 +0.0 pp +0.9 pp +11.9 pp +11.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 77.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 76.8 16.9% 3 +0.2 pp +0.2 pp +16.9 pp +16.9 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 76.7 0.9% 3 -0.2 pp -0.2 pp +0.9 pp +0.9 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 76.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 76.2 7.3% 3 +0.2 pp -0.0 pp +7.3 pp +7.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 76.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 75.2 3.3% 3 +0.1 pp +0.0 pp +3.3 pp +3.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 70.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 69.3 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
Allworth Financial LP CIK 0001555170 0.907 5124 67.4 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 65.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 64.9 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 64.8 18.9% 3 +2.3 pp +2.6 pp +18.9 pp +18.9 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 64.0 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 62.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 59.8 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 59.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 59.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 59.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Boston Partners CIK 0001386060 0.833 802 58.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 57.9 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 56.9 13.1% 3 -0.4 pp -1.0 pp +13.1 pp +13.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 56.3 0.7% 3 +0.0 pp -0.3 pp +0.7 pp +0.7 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 55.5 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 55.2 5.1% 3 +0.1 pp -0.1 pp +5.1 pp +5.1 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 53.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 52.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 51.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 50.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 49.7 1.5% 3 -0.0 pp -0.3 pp +1.5 pp +1.5 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 49.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Wind River Trust Co CIK 0001657703 0.905 12 49.2 18.4% 3 +0.8 pp -0.2 pp +18.4 pp +18.4 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 47.9 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 47.9 5.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 47.8 1.0% 3 +0.5 pp +0.6 pp +1.0 pp +1.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 46.7 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 44.2 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 43.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gainplan LLC CIK 0001697857 0.087 60 43.8 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 43.7 4.4% 3 -0.0 pp -0.5 pp +4.4 pp +4.4 pp
Americana Partners, LLC CIK 0001797678 0.514 596 43.6 1.2% 3 +0.2 pp +0.6 pp +1.2 pp +1.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 41.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 40.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 39.9 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 39.0 2.8% 3 +0.4 pp +0.4 pp +2.8 pp +2.8 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 38.9 0.6% 3 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 38.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 37.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 37.7 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 37.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Saudi Central Bank CIK 0001918181 0.602 505 37.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 37.3 1.7% 3 +0.4 pp +0.9 pp +1.7 pp +1.7 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 35.3 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 35.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 34.3 11.5% 3 +1.2 pp +1.5 pp +11.5 pp +11.5 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 34.2 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 33.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 33.8 18.6% 5 +0.3 pp -0.1 pp -1.2 pp -0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 32.8 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 32.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 32.0 5.1% 3 +0.1 pp -0.5 pp +5.1 pp +5.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 32.0 2.3% 3 +0.0 pp -0.0 pp +2.3 pp +2.3 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 31.4 17.6% 3 -0.2 pp -0.4 pp +17.6 pp +17.6 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 31.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 31.2 8.5% 3 +0.3 pp +0.3 pp +8.5 pp +8.5 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 31.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 31.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 31.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 30.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 30.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 30.7 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 30.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 29.9 5.7% 3 -0.1 pp -0.2 pp +5.7 pp +5.7 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 29.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 29.6 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 29.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 29.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 29.1 1.3% 3 -0.5 pp -0.3 pp +1.3 pp +1.3 pp
RMR Wealth Builders CIK 0001803848 0.732 316 29.1 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 29.1 2.7% 3 -0.1 pp -1.2 pp +2.7 pp +2.7 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 28.3 4.0% 3 +0.1 pp +0.2 pp +4.0 pp +4.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 27.3 3.7% 3 +0.7 pp +1.0 pp +3.7 pp +3.7 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 27.0 3.4% 3 -2.4 pp -5.2 pp +3.4 pp +3.4 pp
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Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Auxano Advisors, LLC CIK 0001811491 0.545 207 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Peck Wealth Management, LLC CIK 0002135125 0.155 127 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bell Bank CIK 0001002672 0.895 195 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HORAN Wealth, LLC CIK 0002072569 0.370 217 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 0.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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BIP Wealth, LLC CIK 0001590214 0.504 560 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 0.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
DAVIS R M INC CIK 0000891287 0.824 280 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Warner Group LLC CIK 0002073617 0.415 129 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GGM Financial LLC CIK 0002021722 0.308 265 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Essex Bank CIK 0001752212 0.260 318 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 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
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -3.1 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.0 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 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 -0.9 pp +0.0 pp +0.0 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -7.5 pp -7.7 pp +0.0 pp +0.0 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp -0.1 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
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Johns Hopkins University CIK 0001764756 0.949 18 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -19.9 pp -20.2 pp +0.0 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Brookmont Capital Management CIK 0001512978 0.340 61 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MFA Wealth Services CIK 0001989379 0.288 134 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 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
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 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 -1.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -2.6 pp -2.6 pp +0.0 pp +0.0 pp
Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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 IWD). Qtrs Held counts distinct quarters this fund has actually held IWD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWD position size. Δ columns are the percentage-point change in IWD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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