Signals

← Signals

★IWF

124 in-universe funds with a nonzero position in IWF within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10999
Score / z-1.145 / -7.77
Consensus43.14 over 81 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+16% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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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 10,994.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 8,987.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,220.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 285.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 249.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 229.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 227.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 148.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 99.7 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 82.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 41.2 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 36.9 23.6% 2 -1.4 pp +23.6 pp +23.6 pp +23.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 35.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 30.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 21.3 3.3% 2 -0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 19.5 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 16.6 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 16.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 8.1 4.9% 2 -0.5 pp +4.9 pp +4.9 pp +4.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 7.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 7.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 6.3 3.7% 2 -1.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 5.6 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 5.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 4.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 3.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 2.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 2.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 1.5 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UNITED BANK CIK 0001286478 0.652 130 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Farmers National Bank CIK 0001632966 0.440 180 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 1.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 1.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
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 IWF). Qtrs Held counts distinct quarters this fund has actually held IWF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWF position size. Δ columns are the percentage-point change in IWF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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