Signals

IWD

2259 in-universe funds with a nonzero position in IWD within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#86
Score / z2.268 / 2.71
Consensus650.76 over 1250 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 10,839.5 0.7% 6 -0.0 pp -0.1 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 9,857.9 0.5% 7 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,790.0 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
FMR LLC CIK 0000315066 0.989 5571 2,156.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,095.7 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,914.9 3.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,628.5 0.4% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,533.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,501.2 2.1% 5 +0.1 pp +0.1 pp +0.2 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 1,378.5 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,268.5 0.3% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,008.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 980.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 919.8 2.7% 1 +2.7 pp +2.7 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 826.9 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 789.6 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 753.4 0.8% 5 -0.2 pp -0.1 pp -0.1 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 659.8 0.3% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 530.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 519.6 0.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 495.9 10.6% 5 -1.2 pp -1.2 pp -1.0 pp -1.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 441.7 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 415.9 14.0% 5 +0.7 pp +1.1 pp +1.4 pp +1.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 388.2 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 372.0 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 343.4 0.4% 6 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 322.9 15.2% 5 +0.5 pp +0.8 pp +1.0 pp +1.0 pp
71 West Capital Partners CIK 0002111530 0.838 382 316.8 11.0% 2 -0.9 pp +11.0 pp +11.0 pp +11.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 302.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 284.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 279.4 0.5% 5 -0.0 pp +0.3 pp +0.3 pp +0.2 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 265.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 252.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 213.4 10.2% 5 +0.4 pp +0.6 pp +0.6 pp +0.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 206.9 7.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 205.6 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 195.7 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 192.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 190.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 190.4 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 180.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 177.1 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 175.9 1.3% 3 +0.1 pp +0.5 pp +1.3 pp +1.3 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 163.1 2.0% 5 -0.0 pp -0.1 pp -0.4 pp -0.6 pp
COMMERCE BANK CIK 0001009076 0.853 1332 160.9 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 160.8 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 154.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 153.3 6.9% 5 +0.1 pp +0.2 pp -0.4 pp -0.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 144.0 1.6% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
Creative Planning CIK 0001540235 0.979 4196 123.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 122.0 0.2% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 116.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 111.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 110.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 109.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 107.3 1.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 103.8 5.9% 5 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 100.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 98.8 1.9% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 98.1 1.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 96.4 12.4% 5 -0.1 pp +0.5 pp +0.5 pp +1.4 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 95.8 16.5% 5 -0.0 pp +0.2 pp +0.6 pp -0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 95.2 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 93.4 17.0% 5 -0.5 pp +0.1 pp +0.3 pp +0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 92.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 92.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 88.4 3.6% 5 -0.6 pp +0.3 pp +0.4 pp +0.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 87.4 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 87.1 0.9% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 85.6 0.6% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 81.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 79.5 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 77.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp -0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 77.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 77.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 75.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 74.4 0.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 73.8 0.2% 4 -0.1 pp -0.1 pp -0.1 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 73.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 72.8 7.1% 5 +0.0 pp -0.2 pp +0.0 pp -0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 69.1 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 68.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 65.9 13.1% 5 +7.5 pp +7.8 pp +8.1 pp +6.7 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.869 201 64.4 5.0% 5 -0.1 pp -0.1 pp +0.0 pp -0.2 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 64.4 0.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 63.4 0.3% 5 -0.1 pp -0.3 pp -0.1 pp +0.1 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 63.2 10.2% 3 +0.6 pp +0.7 pp +10.2 pp +10.2 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 63.0 1.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 61.5 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 61.5 13.0% 5 -0.7 pp -0.1 pp -0.5 pp -1.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 59.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 59.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 58.5 1.1% 5 -0.6 pp -1.1 pp +0.2 pp +0.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 56.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 55.5 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 54.0 0.5% 5 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 53.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 52.3 4.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.6 pp
Americana Partners, LLC CIK 0001797678 0.514 596 51.8 1.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 51.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Comprehensive Financial Management LLC CIK 0001799802 0.961 39 51.0 1.7% 5 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
Wind River Trust Co CIK 0001657703 0.904 12 50.2 17.0% 5 -1.7 pp -1.4 pp -0.6 pp -1.6 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 47.6 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 45.5 1.0% 5 +0.1 pp +0.4 pp +0.8 pp +0.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 44.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Saudi Central Bank CIK 0001918181 0.602 505 44.2 0.6% 4 -0.2 pp -0.8 pp -0.8 pp +0.6 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 41.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 41.0 2.7% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 40.5 12.0% 5 +0.2 pp +0.5 pp +1.8 pp +2.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 40.4 0.6% 5 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 40.0 0.3% 2 -0.4 pp +0.3 pp +0.3 pp -0.7 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 39.8 5.7% 5 +0.5 pp +0.6 pp +0.7 pp +0.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 39.1 5.2% 7 +0.2 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 38.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 37.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 37.7 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 37.7 4.4% 5 +0.2 pp +0.4 pp +0.6 pp +0.7 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 37.7 19.2% 7 -0.1 pp +0.6 pp +1.0 pp +0.6 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 36.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 35.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 35.7 8.8% 5 -0.3 pp +0.3 pp +0.6 pp +0.6 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 35.2 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 35.0 19.7% 5 +0.4 pp +2.2 pp +1.9 pp +1.7 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 35.0 7.7% 3 -0.3 pp -0.2 pp +7.7 pp +7.7 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 34.9 5.9% 5 -0.0 pp +0.2 pp +0.1 pp -0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 34.0 0.2% 5 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 33.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 33.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 33.5 3.5% 5 +0.2 pp -0.2 pp +0.5 pp +0.8 pp
RMR Wealth Builders CIK 0001803848 0.732 316 33.1 2.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 32.1 14.5% 5 +0.6 pp +1.3 pp +3.2 pp +2.8 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 31.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 31.3 3.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 31.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LWM ADVISORS INC CIK 0002067328 0.795 37 30.9 23.0% 6 -0.2 pp +1.3 pp +1.8 pp +1.7 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 30.9 0.3% 5 +0.2 pp +0.0 pp +0.3 pp +0.3 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 30.1 1.2% 5 -0.1 pp -0.1 pp -0.5 pp -0.3 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 29.8 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 29.7 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 29.6 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 29.6 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ryan Investment Management, Inc. CIK 0002074440 0.127 30 29.2 13.2% 4 -0.4 pp +0.4 pp -3.3 pp +13.2 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 29.0 2.5% 5 -0.0 pp -0.2 pp -0.3 pp -1.5 pp
CX Institutional CIK 0001737089 0.437 1568 28.7 0.8% 5 +0.0 pp -0.7 pp -0.7 pp -0.9 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 28.5 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 28.4 0.6% 5 +0.3 pp +0.5 pp +0.4 pp -0.6 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 28.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 28.2 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 27.8 1.7% 5 +0.3 pp +0.0 pp +0.4 pp -0.1 pp
PFW Advisors LLC CIK 0001989744 0.585 124 26.6 7.8% 5 +0.3 pp +0.5 pp +0.9 pp +0.9 pp
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Keel Point, LLC CIK 0001386935 0.645 514 19.6 1.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Napier Financial, LLC CIK 0002086579 0.647 472 19.4 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
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TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 18.5 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
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Apella Capital, LLC CIK 0001801507 0.827 695 17.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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NWAM LLC CIK 0001655006 0.392 684 12.6 0.6% 5 +0.0 pp +0.1 pp -0.0 pp +0.5 pp
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Pointe Capital Management LLC CIK 0001640335 0.384 157 8.4 3.7% 5 +0.3 pp +0.6 pp +0.9 pp +1.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 8.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 8.3 3.4% 7 +0.1 pp +0.3 pp +0.5 pp +0.0 pp
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OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 8.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 8.1 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Finley Financial, LLC CIK 0002047823 0.690 110 8.1 3.3% 5 -0.3 pp -0.2 pp -0.1 pp -0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 8.0 2.4% 5 +0.1 pp +0.7 pp +0.6 pp +0.6 pp
EASTERN BANK CIK 0001126395 0.668 1038 8.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 7.7 0.0% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 7.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Auour Investments LLC CIK 0001789310 0.580 95 7.7 2.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 7.6 0.5% 3 -0.0 pp +0.1 pp +0.5 pp -0.4 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 7.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 7.6 4.4% 5 +0.0 pp +0.1 pp +0.1 pp -0.3 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 7.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 7.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 7.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 7.3 0.4% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 7.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 7.2 0.2% 5 +0.1 pp -0.4 pp +0.1 pp +0.1 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 7.2 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 7.2 1.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 7.2 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 7.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 6.9 0.1% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 6.9 2.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
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Estate Counselors, LLC CIK 0001559832 0.739 91 6.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 6.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Next Capital Management LLC CIK 0001752762 0.504 138 6.8 1.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
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Towerpoint Wealth, LLC CIK 0001731445 0.518 113 6.7 2.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.7 2.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 6.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Piedmont Capital Management, LLC/NC CIK 0002108281 0.381 123 6.7 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
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Brightwater Advisory LLC CIK 0002034566 0.450 59 6.6 4.2% 5 +0.3 pp +0.2 pp +0.2 pp -0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLCM Advisors, Inc. CIK 0001166620 0.621 283 6.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 6.4 0.0% 4 +0.0 pp -0.3 pp -0.0 pp +0.0 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 6.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Community Bank, N.A. CIK 0001632187 0.503 530 6.4 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Hanson & Doremus Investment Management CIK 0001393944 0.721 484 6.2 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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ASSETMARK, INC CIK 0001344551 0.900 3558 6.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 5.9 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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KINTRA WEALTH, LLC CIK 0001904432 0.361 514 5.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 5.9 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 5.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 5.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Alta Wealth Advisors LLC CIK 0001843826 0.428 170 5.7 1.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.8 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 5.7 0.5% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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Columbus Macro, LLC CIK 0001727269 0.259 207 5.6 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Heartland Bank & Trust Co CIK 0001866040 0.530 211 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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FinArc Investments, Inc. CIK 0002133911 0.383 43 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.7 0.3% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.7 0.2% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
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Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Peak Wealth Management LLC CIK 0002094948 0.328 59 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.7 0.1% 3 +0.0 pp -0.4 pp +0.1 pp +0.1 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
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Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Hoese & Co LLP CIK 0001840268 0.583 183 0.7 0.5% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
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Impact Capital Partners LLC CIK 0002054916 0.218 283 0.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Mirador Capital Partners LP CIK 0001633446 0.360 216 0.7 0.1% 5 -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 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.7 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
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MOTCO CIK 0001306333 0.349 840 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.6 0.0% 5 +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% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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MAIRS & POWER INC CIK 0001070134 0.871 254 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 0 -0.0 pp -0.0 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
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
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
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
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -1.9 pp -1.7 pp -1.7 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.4 pp -0.7 pp -1.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 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
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp -0.9 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
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
J2 Capital Management Inc CIK 0001586882 0.168 123 0.0 0.0% 0 +0.0 pp -1.5 pp -2.1 pp -2.1 pp
Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 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
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.0 0.0% 0 +0.0 pp -1.8 pp -1.8 pp -4.7 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
St. Clair Advisors, LLC CIK 0002056292 0.644 78 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Mizuho Bank, Ltd. CIK 0001512734 0.000 6 0.0 0.0% 0 +0.0 pp -12.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 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
Miller Investment Management, LP CIK 0001407382 0.863 83 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 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
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.2 pp -0.0 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp -0.5 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp -0.2 pp
Brookmont Capital Management CIK 0001512978 0.340 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 0.0 0.0% 0 -0.2 pp -0.9 pp -0.7 pp +0.0 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
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
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
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 0.0 0.0% 0 +0.0 pp -0.1 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
DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 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
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 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
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp -0.1 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
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.6 pp +0.0 pp -0.7 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 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
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -0.1 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
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.1 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
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 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
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
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
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 +0.0 pp -0.0 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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.4 pp -2.8 pp +0.0 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 +0.0 pp -0.2 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status