Signals

IWD

1823 in-universe funds with a nonzero position in IWD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#58
Score / z2.732 / 4.09
Consensus587.66 over 1102 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 10,092.1 0.8% 3 -0.0 pp -0.1 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 7,407.2 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,306.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 2,007.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,814.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,746.5 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,563.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,362.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,143.9 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,049.5 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 997.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 994.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 855.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 775.8 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 763.9 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 690.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 659.6 7.5% 2 -0.1 pp +7.5 pp +7.5 pp +7.5 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 514.0 11.6% 2 -0.7 pp +11.6 pp +11.6 pp +11.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 455.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 427.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 346.8 12.7% 2 -0.2 pp +12.7 pp +12.7 pp +12.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 308.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 302.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 267.1 14.2% 2 -0.0 pp +14.2 pp +14.2 pp +14.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 267.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 264.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 241.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 234.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 228.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 219.7 22.5% 2 -0.5 pp +22.5 pp +22.5 pp +22.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 215.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
COMERICA BANK CIK 0000901541 0.812 3711 195.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 186.7 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 181.4 7.4% 2 -0.2 pp +7.4 pp +7.4 pp +7.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 167.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 164.8 9.5% 2 -0.4 pp +9.5 pp +9.5 pp +9.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 156.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 146.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 145.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 139.7 7.4% 2 +0.1 pp +7.4 pp +7.4 pp +7.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 133.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 128.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 124.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 123.7 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 120.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 115.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 114.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 112.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 111.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 110.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 106.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 101.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 96.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 92.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 90.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 87.9 5.9% 2 +0.1 pp +5.9 pp +5.9 pp +5.9 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 87.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 85.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 83.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 82.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 81.6 15.9% 2 -0.9 pp +15.9 pp +15.9 pp +15.9 pp
CHOREO, LLC CIK 0001679031 0.797 1690 79.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 79.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 77.7 11.9% 2 +0.8 pp +11.9 pp +11.9 pp +11.9 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 77.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 74.3 7.1% 2 -0.2 pp +7.1 pp +7.1 pp +7.1 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 73.5 16.7% 2 -0.0 pp +16.7 pp +16.7 pp +16.7 pp
MAI Capital Management CIK 0001040197 0.725 1889 72.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 71.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 71.6 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
Independence Asset Advisors, LLC CIK 0002010929 0.677 25 69.9 29.7% 2 -7.3 pp +29.7 pp +29.7 pp +29.7 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 68.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 67.2 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 62.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 61.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 60.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 59.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 58.7 16.7% 2 +0.4 pp +16.7 pp +16.7 pp +16.7 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 57.3 13.5% 2 -0.6 pp +13.5 pp +13.5 pp +13.5 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 55.6 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 54.5 19.9% 2 -0.2 pp +19.9 pp +19.9 pp +19.9 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 54.0 5.0% 2 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 49.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
CX Institutional CIK 0001737089 0.437 1568 49.2 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 48.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wind River Trust Co CIK 0001657703 0.904 12 47.6 17.6% 2 -1.0 pp +17.6 pp +17.6 pp +17.6 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 47.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 46.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 45.2 5.7% 2 -2.8 pp +5.7 pp +5.7 pp +5.7 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 44.6 5.3% 4 +0.0 pp +0.2 pp +0.3 pp +5.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 43.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 42.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 42.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 42.3 4.5% 2 -0.5 pp +4.5 pp +4.5 pp +4.5 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 42.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 41.5 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 40.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 40.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 40.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 38.8 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 37.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 37.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 36.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Advisor OS, LLC CIK 0001767580 0.509 586 36.7 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
Saudi Central Bank CIK 0001918181 0.602 505 36.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 35.9 4.7% 2 -0.5 pp +4.7 pp +4.7 pp +4.7 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 35.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 34.7 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 33.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 33.4 18.2% 4 -0.4 pp -1.5 pp -0.4 pp +18.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 32.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 32.7 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 30.9 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 29.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 29.8 5.0% 2 -0.6 pp +5.0 pp +5.0 pp +5.0 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 29.8 17.8% 2 -0.2 pp +17.8 pp +17.8 pp +17.8 pp
Ryan Investment Management, Inc. CIK 0002074440 0.127 30 29.7 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 29.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 29.4 5.8% 2 -0.1 pp +5.8 pp +5.8 pp +5.8 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 29.2 2.8% 2 -1.2 pp +2.8 pp +2.8 pp +2.8 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 29.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 28.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 28.5 8.2% 2 +0.0 pp +8.2 pp +8.2 pp +8.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 28.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 28.4 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
RMR Wealth Builders CIK 0001803848 0.732 316 28.4 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 27.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 27.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 27.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 26.1 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 25.9 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
AMG National Trust Bank CIK 0001388829 0.744 439 25.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 25.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 25.0 10.3% 2 +0.3 pp +10.3 pp +10.3 pp +10.3 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 24.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 24.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 23.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
LWM ADVISORS INC CIK 0002067328 0.795 37 23.6 21.2% 3 -0.2 pp -0.6 pp +21.2 pp +21.2 pp
PFW Advisors LLC CIK 0001989744 0.585 124 23.2 6.9% 2 +0.0 pp +6.9 pp +6.9 pp +6.9 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 22.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 22.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 21.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 21.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 21.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 21.3 1.7% 2 -0.6 pp +1.7 pp +1.7 pp +1.7 pp
AWM CAPITAL, LLC CIK 0001806820 0.854 122 21.3 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 21.0 11.3% 2 -0.4 pp +11.3 pp +11.3 pp +11.3 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 20.9 5.0% 2 -1.4 pp +5.0 pp +5.0 pp +5.0 pp
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PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.1 pp +0.0 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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -3.1 pp +0.0 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
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
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
Luminist Capital LLC CIK 0001807270 0.130 418 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 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.1 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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