Signals

IWM

2288 in-universe funds with a nonzero position in IWM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23580
Score / z-0.192 / -0.26
Consensus628.19 over 1283 funds
Momentumno 12m return

Price & positioning

226 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 8,022.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4,725.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 4,501.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,370.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,975.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,859.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,764.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,521.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 1,456.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 1,230.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,215.8 0.2% 1 +0.2 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 1,049.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,037.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1,020.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 929.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 901.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 899.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 883.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 649.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 646.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 574.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Durable Capital Partners LP CIK 0001798849 0.765 36 560.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 507.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FMR LLC CIK 0000315066 0.989 5571 488.4 0.0% 1 +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 416.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 402.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 399.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 356.4 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 356.4 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 343.6 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 338.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 300.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 294.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 259.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 249.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
59 North Capital Management, LP CIK 0001805589 0.557 19 207.9 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 206.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 201.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 197.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 195.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 184.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 183.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 180.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 175.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 173.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 173.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 161.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 154.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 153.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 151.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 151.4 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 150.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 146.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 145.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 135.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 135.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 134.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 132.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 131.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 127.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 125.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 124.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Creative Planning CIK 0001540235 0.979 4196 122.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 121.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 117.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 116.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 106.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 104.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Valiant Capital Management, L.P. CIK 0001452689 0.804 25 103.6 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
BROADWOOD CAPITAL INC CIK 0001278387 0.968 6 102.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 101.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
COMMERCE BANK CIK 0001009076 0.853 1332 100.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 94.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 92.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 91.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 86.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 82.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 81.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 77.6 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 74.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Starboard Value LP CIK 0001517137 0.869 21 73.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 70.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 70.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 69.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Atom Investors LP CIK 0001738902 0.004 818 67.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 67.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 64.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
COMERICA BANK CIK 0000901541 0.812 3711 63.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 63.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
National Philanthropic Trust CIK 0001785342 0.575 409 62.1 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 61.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
First Financial Bank - Trust Division CIK 0001315339 0.660 208 58.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 57.5 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 57.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 56.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 56.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 55.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Owl Creek Asset Management, L.P. CIK 0001313756 0.470 31 54.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 53.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 52.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
First Western Trust Bank CIK 0001513189 0.923 215 51.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 51.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 49.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 49.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 47.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 46.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 46.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 46.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Bracebridge Capital, LLC CIK 0001426486 0.575 27 45.4 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 45.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 43.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 43.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 43.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Q Global Advisors, LLC CIK 0001469589 0.188 47 43.2 36.3% 1 +36.3 pp +36.3 pp +36.3 pp +36.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 42.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 42.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 41.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 41.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 41.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 39.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 39.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 39.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 39.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Dakota Wealth Management CIK 0001631353 0.544 771 39.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 39.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 38.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 38.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 37.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 37.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 36.7 20.7% 1 +20.7 pp +20.7 pp +20.7 pp +20.7 pp
GENDELL JEFFREY L CIK 0001056581 0.967 103 36.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 36.3 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 35.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 34.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 34.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 32.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 32.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 32.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 31.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 30.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 30.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 30.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 30.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 30.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 30.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 30.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 29.9 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 29.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 29.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 27.1 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 27.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 26.2 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
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Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 24.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Oldfather Financial Services, LLC CIK 0001775530 0.682 98 24.3 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 24.2 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 24.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 24.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EASTERN BANK CIK 0001126395 0.668 1038 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Maven Securities LTD CIK 0001633046 0.047 164 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TFB Advisors LLC CIK 0001965201 0.232 190 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 3.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Resolute Advisors LLC CIK 0001800217 0.229 81 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Graypoint LLC CIK 0001794198 0.550 526 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Legacy Trust CIK 0001772483 0.355 210 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Community Bank, N.A. CIK 0001632187 0.503 530 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arjuna Capital CIK 0001703208 0.352 113 0.0 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pingora Partners LLC CIK 0002011176 0.362 182 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cordant, Inc. CIK 0001830942 0.704 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GS Investments, Inc. CIK 0001714590 0.093 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCM Advisors, LLC CIK 0001911491 0.527 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.286 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 -1.2 pp -5.2 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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 +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -2.0 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 +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.1 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 IWM). Qtrs Held counts distinct quarters this fund has actually held IWM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWM position size. Δ columns are the percentage-point change in IWM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status