Signals

IWD

2138 in-universe funds with a nonzero position in IWD within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#261
Score / z0.932 / 0.83
Consensus609.99 over 1160 funds
Momentumno 12m return

Price & positioning

250 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 9,859.7 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 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 9,022.7 0.5% 6 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,486.0 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 1,985.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,713.5 3.5% 4 +0.1 pp +0.1 pp +0.1 pp +3.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,471.9 0.4% 4 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,405.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,287.7 2.0% 4 +0.1 pp +0.2 pp +0.2 pp +2.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,177.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,101.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,071.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 915.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 798.3 1.0% 4 +0.1 pp +0.1 pp +0.4 pp +1.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 723.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 693.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 554.8 0.3% 4 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 527.2 11.7% 4 -0.0 pp +0.2 pp -0.5 pp +11.7 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 505.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 473.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 461.9 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 373.7 13.3% 4 +0.4 pp +0.7 pp +0.4 pp +13.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 343.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 328.8 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 313.2 0.3% 4 -0.1 pp +0.0 pp -0.1 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 302.3 0.3% 5 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 284.5 14.7% 4 +0.3 pp +0.5 pp +0.5 pp +14.7 pp
71 West Capital Partners CIK 0002111530 0.838 382 270.1 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 262.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 254.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 254.6 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 234.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 232.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 227.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 193.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 185.8 7.2% 4 -0.1 pp -0.1 pp -0.3 pp +7.2 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 184.2 9.8% 4 +0.2 pp +0.2 pp -0.2 pp +9.8 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 174.3 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 172.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 171.7 19.7% 4 -2.9 pp -2.8 pp -3.3 pp +19.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 171.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 166.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 166.0 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 159.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 157.9 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 152.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 151.0 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 143.7 2.0% 4 -0.1 pp -0.4 pp -0.6 pp +2.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 140.7 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 136.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 132.9 6.9% 4 +0.1 pp -0.5 pp -0.4 pp +6.9 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 124.6 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
Creative Planning CIK 0001540235 0.979 4196 114.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 107.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 102.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 100.3 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 93.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 93.0 1.1% 4 +0.1 pp +0.2 pp +0.1 pp +1.1 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 92.1 5.9% 4 -0.2 pp -0.1 pp +0.0 pp +5.9 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 90.9 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 89.3 1.9% 4 +0.0 pp -0.1 pp -0.2 pp +1.9 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 87.0 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
CHOREO, LLC CIK 0001679031 0.797 1690 86.1 1.1% 4 -0.0 pp +0.0 pp -0.0 pp +1.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 85.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 85.6 1.7% 4 -0.5 pp +0.8 pp +1.0 pp +1.7 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 84.4 16.5% 4 +0.2 pp +0.6 pp -0.3 pp +16.5 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 84.1 12.6% 4 +0.7 pp +0.7 pp +1.5 pp +12.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 81.3 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 79.8 17.5% 4 +0.6 pp +0.8 pp +0.8 pp +17.5 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 77.7 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 77.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 76.7 4.1% 4 +0.9 pp +1.0 pp +0.9 pp +4.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 75.8 0.6% 4 +0.0 pp +0.0 pp -0.2 pp +0.6 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 72.8 7.1% 4 -0.2 pp +0.0 pp -0.2 pp +7.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 72.4 0.4% 4 -0.2 pp -0.0 pp +0.2 pp +0.4 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 71.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 70.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 69.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Allworth Financial LP CIK 0001555170 0.907 5124 67.4 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 66.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 64.8 0.3% 2 -0.0 pp +0.3 pp -0.1 pp +0.3 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 61.0 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 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 60.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 58.5 9.6% 2 +0.1 pp +9.6 pp +9.6 pp +9.6 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 58.4 13.7% 4 +0.6 pp +0.2 pp -0.4 pp +13.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 58.2 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 57.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 56.9 5.1% 4 -0.0 pp +0.1 pp -0.1 pp +5.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 55.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 55.0 0.7% 4 +0.0 pp +0.0 pp -0.2 pp +0.7 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 53.7 1.1% 4 -0.0 pp +0.0 pp +0.0 pp +1.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 50.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Wind River Trust Co CIK 0001657703 0.904 12 49.4 18.6% 4 +0.3 pp +1.1 pp +0.1 pp +18.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 49.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 48.0 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 47.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 47.4 5.0% 6 -0.3 pp -0.3 pp -0.2 pp -0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 47.0 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
Americana Partners, LLC CIK 0001797678 0.514 596 45.7 1.2% 4 -0.0 pp +0.1 pp +0.5 pp +1.2 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 44.9 1.5% 4 +0.2 pp +0.3 pp +0.4 pp +1.5 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 44.3 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 44.1 4.4% 4 +0.0 pp -0.0 pp -0.5 pp +4.4 pp
Boston Partners CIK 0001386060 0.833 802 43.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 43.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 41.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 40.5 0.4% 4 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 40.4 2.8% 4 -0.1 pp +0.4 pp +0.3 pp +2.8 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 38.6 0.6% 4 -0.0 pp +0.5 pp +0.5 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 38.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Saudi Central Bank CIK 0001918181 0.602 505 38.0 0.8% 3 -0.6 pp -0.6 pp +0.8 pp +0.8 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 37.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 36.4 0.9% 4 +0.3 pp +0.6 pp +0.8 pp +0.9 pp
Nuveen, LLC CIK 0001871926 0.966 3735 36.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 35.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 35.4 11.8% 4 +0.3 pp +1.6 pp +1.9 pp +11.8 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 34.3 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 33.7 8.0% 2 +0.1 pp +8.0 pp +8.0 pp +8.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 33.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 33.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 33.1 5.2% 4 +0.1 pp +0.2 pp -0.3 pp +5.2 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 32.9 9.1% 4 +0.6 pp +0.9 pp +0.9 pp +9.1 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 32.9 19.3% 6 +0.7 pp +1.0 pp +0.6 pp -0.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 32.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 31.4 4.2% 4 +0.3 pp +0.4 pp +0.5 pp +4.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 31.3 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 31.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 30.8 5.9% 4 +0.2 pp +0.1 pp -0.0 pp +5.9 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 30.7 19.3% 4 +1.8 pp +1.5 pp +1.3 pp +19.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 30.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 30.0 1.4% 4 -0.3 pp +0.1 pp +0.6 pp +1.4 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 29.7 1.4% 4 +0.1 pp -0.4 pp -0.2 pp +1.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 29.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RMR Wealth Builders CIK 0001803848 0.732 316 29.3 2.3% 4 -0.0 pp -0.1 pp -0.1 pp +2.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 28.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 27.9 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 27.2 3.3% 4 -0.4 pp +0.3 pp +0.6 pp +3.3 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 26.9 3.1% 4 +0.1 pp +0.1 pp +0.0 pp +3.1 pp
LWM ADVISORS INC CIK 0002067328 0.795 37 26.8 23.2% 5 +1.5 pp +2.0 pp +1.9 pp +1.4 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 26.6 3.3% 4 -0.1 pp -2.4 pp -5.2 pp +3.3 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 26.6 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 26.2 1.3% 4 +0.0 pp +0.0 pp -0.1 pp +1.3 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 26.1 13.9% 4 +0.7 pp +2.6 pp +2.2 pp +13.9 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 25.9 0.3% 1 +0.3 pp +0.3 pp -0.0 pp +0.3 pp
CX Institutional CIK 0001737089 0.437 1568 25.8 0.8% 4 -0.7 pp -0.7 pp -1.0 pp +0.8 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 25.6 2.5% 4 -0.2 pp -0.3 pp -1.5 pp +2.5 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 24.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 24.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 24.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ryan Investment Management, Inc. CIK 0002074440 0.127 30 24.1 13.6% 3 +0.7 pp -3.0 pp +13.6 pp +13.6 pp
PFW Advisors LLC CIK 0001989744 0.585 124 23.7 7.5% 4 +0.2 pp +0.6 pp +0.6 pp +7.5 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 23.6 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
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SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Platform Technology Partners CIK 0001830817 0.314 393 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.6 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
Snider Financial Group CIK 0001820681 0.424 103 0.6 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.6 0.2% 4 -0.1 pp +0.1 pp +0.0 pp +0.2 pp
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Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Ignite Planners, LLC CIK 0001849348 0.326 422 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Mirador Capital Partners LP CIK 0001633446 0.360 216 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Stronghold Wealth Management L.L.C. CIK 0002107257 0.112 131 0.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Carnegie Investment Counsel CIK 0001511506 0.587 547 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.2% 4 +0.0 pp +0.1 pp -0.0 pp +0.2 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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Hamilton Capital, LLC CIK 0001646639 0.954 159 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DECISION INVESTMENTS, INC CIK 0002111652 0.209 149 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cedarwood Wealth LLC CIK 0002114448 0.257 96 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Members Trust Co CIK 0001677560 0.939 170 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 0.0 0.0% 0 -1.5 pp -2.1 pp -2.1 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
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 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
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
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
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 +0.0 pp -2.6 pp -2.6 pp +0.0 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 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 +0.0 pp -0.1 pp -0.1 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
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advisory Corp CIK 0001813369 0.897 58 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 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
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 -0.3 pp -0.1 pp -0.2 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
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
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 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 +0.0 pp -0.1 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 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
Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 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
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
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
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.0 0.0% 0 -0.1 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
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
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
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -1.9 pp -1.7 pp -1.7 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 -0.0 pp -0.0 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
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
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -1.3 pp -1.3 pp -1.3 pp -1.3 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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -2.8 pp -2.8 pp -2.9 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 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
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
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 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 +0.0 pp -0.1 pp +0.0 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 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
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.0 0.0% 0 -0.7 pp -0.7 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
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 -0.0 pp +0.0 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
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 -0.1 pp -0.4 pp -0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 +0.0 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
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
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
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.9 pp +0.0 pp -0.9 pp +0.0 pp
Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 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 -0.8 pp -0.7 pp -0.8 pp +0.0 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.0 0.0% 0 -0.1 pp -0.1 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status