Signals

IWD

1697 in-universe funds with a nonzero position in IWD within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#109
Score / z1.778 / 2.26
Consensus581.01 over 1104 funds
Momentumno 12m return

Price & positioning

251 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)
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 9,675.9 0.8% 2 -0.1 pp +0.8 pp +0.8 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 6,930.0 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3,007.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,777.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1,717.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,701.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,517.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,281.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,024.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 968.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 967.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 917.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 809.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 763.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 662.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 628.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 490.4 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 468.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 438.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 400.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 394.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 350.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 336.4 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 255.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 250.5 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 238.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 227.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 221.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 216.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 215.0 23.0% 1 +23.0 pp +23.0 pp +23.0 pp +23.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 195.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 193.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 178.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 173.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 164.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 154.2 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 153.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 147.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 143.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 135.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 135.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 132.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 131.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 121.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 118.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 118.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 113.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 105.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 105.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 97.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 96.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 88.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 86.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 83.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 83.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 83.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 81.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 81.0 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 77.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 76.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 73.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 73.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 73.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 73.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 71.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 70.1 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
MAI Capital Management CIK 0001040197 0.725 1889 69.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 66.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 66.0 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 64.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 64.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 63.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 60.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 60.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Independence Asset Advisors, LLC CIK 0002010929 0.677 25 59.5 37.0% 1 +37.0 pp +37.0 pp +37.0 pp +37.0 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 57.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 56.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 56.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 54.6 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 54.6 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 51.7 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
CX Institutional CIK 0001737089 0.437 1568 50.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 47.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Wind River Trust Co CIK 0001657703 0.904 12 46.3 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
Graypoint LLC CIK 0001794198 0.550 526 45.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 45.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 45.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 42.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 41.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 41.5 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 40.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 40.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 40.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 39.1 5.2% 3 +0.1 pp +0.3 pp +5.2 pp +5.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 38.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 38.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 38.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 38.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 37.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 37.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 36.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 35.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 35.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Advisor OS, LLC CIK 0001767580 0.509 586 35.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 35.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 32.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 32.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 32.0 18.6% 3 -1.1 pp +0.0 pp +18.6 pp +18.6 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 31.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 30.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 29.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 28.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 28.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 28.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 28.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 28.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 27.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 27.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
RMR Wealth Builders CIK 0001803848 0.732 316 26.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 26.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 26.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 26.2 18.0% 1 +18.0 pp +18.0 pp +18.0 pp +18.0 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 26.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 25.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 25.8 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 25.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 25.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 24.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 24.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 23.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 23.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 23.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Ascent Group, LLC CIK 0001913231 0.508 808 22.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 22.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 22.6 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LWM ADVISORS INC CIK 0002067328 0.795 37 22.2 21.4% 2 -0.5 pp +21.4 pp +21.4 pp +21.4 pp
PFW Advisors LLC CIK 0001989744 0.585 124 22.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 22.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 21.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 21.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 20.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 20.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 20.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 20.3 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 20.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 20.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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American Trust CIK 0001905128 0.729 334 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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GFS Advisors, LLC CIK 0001427263 0.000 266 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Intelligent Financial Strategies CIK 0001911000 0.786 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
St. Clair Advisors, LLC CIK 0002056292 0.644 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.0 pp +0.0 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
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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