Signals

← Signals

☆IWM

3130 in-universe funds with a nonzero position in IWM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1261
Score / z0.034 / 0.02
Consensus781.37 over 1597 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 10,690.1 0.7% 6 -0.1 pp -0.1 pp +0.0 pp +0.0 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 5,616.5 0.3% 7 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5,378.6 0.6% 5 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,544.3 0.6% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,164.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 2,382.2 5.7% 5 +0.2 pp +0.1 pp -0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,124.6 1.1% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,690.6 2.4% 5 +0.5 pp +0.4 pp -0.1 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,557.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,540.6 0.2% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1,494.5 1.3% 5 -0.1 pp +0.0 pp -0.0 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 1,324.0 0.5% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1,261.5 0.4% 7 -0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,248.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,235.5 0.6% 5 -0.8 pp +0.0 pp +0.2 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,121.4 0.3% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 1,024.8 2.3% 5 -1.3 pp -1.9 pp -2.8 pp -2.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,000.8 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 921.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 835.6 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 785.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 684.6 0.4% 5 -0.4 pp -0.1 pp +0.4 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 657.1 1.9% 1 +1.9 pp +1.9 pp +0.1 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 639.7 0.7% 5 -0.3 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 617.8 0.2% 6 +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 548.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 533.6 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 497.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 448.1 8.5% 5 -0.1 pp +0.1 pp -0.2 pp -0.1 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 448.1 7.4% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 435.0 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 379.5 3.5% 5 +0.8 pp +0.0 pp +0.3 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 363.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 345.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 343.9 1.4% 5 +1.4 pp +0.6 pp +1.3 pp +1.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 324.7 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 283.1 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 268.2 0.4% 5 +0.4 pp +0.3 pp +0.3 pp +0.2 pp
☆Valiant Capital Management, L.P. CIK 0001452689 0.804 25 259.3 16.1% 5 -1.6 pp +2.5 pp +6.7 pp +8.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 258.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 250.1 1.1% 5 +0.5 pp +0.9 pp +1.1 pp +1.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 248.6 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 247.3 5.1% 5 +0.5 pp +0.3 pp +0.2 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 240.2 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 234.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 233.0 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 224.3 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 217.0 9.7% 5 -2.2 pp -0.9 pp +2.9 pp +3.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 214.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 214.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 211.2 11.4% 5 +0.8 pp +0.7 pp +0.6 pp +0.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 210.6 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 210.3 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 206.7 0.9% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 202.2 0.3% 5 -0.3 pp -0.5 pp -0.3 pp -0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 190.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 188.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 186.4 16.0% 3 +15.8 pp +15.7 pp +16.0 pp +16.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 178.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 171.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 170.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 168.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 167.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 161.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 161.3 4.2% 1 +4.2 pp +4.2 pp +0.9 pp +3.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 157.3 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 153.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 150.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 146.8 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 146.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 144.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 144.7 4.4% 5 -0.3 pp -0.5 pp -0.6 pp -0.5 pp
☆BROADWOOD CAPITAL INC CIK 0001278387 0.968 6 142.7 7.5% 5 -0.8 pp +0.4 pp +0.5 pp +0.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 135.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 135.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 129.8 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 123.7 5.8% 5 +0.4 pp +0.5 pp +1.6 pp +1.8 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 120.9 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 113.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 112.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 112.6 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 109.9 4.7% 5 +0.0 pp +0.4 pp +0.7 pp +1.8 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 102.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 101.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 100.3 1.5% 7 +0.6 pp +0.7 pp +0.7 pp +0.6 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 92.2 2.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 91.1 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 90.7 0.5% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 90.0 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 89.3 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 84.2 5.1% 5 +4.2 pp +1.0 pp +1.5 pp +5.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 83.8 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 81.0 3.9% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 80.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 80.0 0.8% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 79.8 16.8% 5 +6.5 pp +6.9 pp +7.0 pp +6.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 76.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 74.9 8.3% 5 +0.6 pp +0.3 pp +0.3 pp +0.5 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 73.2 2.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 73.0 5.2% 5 -0.0 pp +0.1 pp -0.7 pp +0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 72.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 71.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 70.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueshift Asset Management, LLC CIK 0001727827 0.007 556 70.5 16.3% 5 +7.5 pp +7.5 pp +10.6 pp +8.3 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 70.4 3.4% 5 +0.5 pp +0.6 pp +0.8 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 68.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 68.1 0.2% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 66.5 0.8% 5 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 65.7 4.9% 5 +0.3 pp +0.4 pp +0.3 pp +0.4 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 64.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 61.3 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 60.7 1.7% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 59.8 1.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 59.3 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 57.5 0.8% 7 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 57.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 57.1 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 56.8 4.5% 5 +0.4 pp +0.5 pp +0.5 pp +0.8 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 54.2 1.2% 5 +1.1 pp -0.4 pp +1.1 pp +1.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 53.6 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 53.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 53.1 2.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 51.6 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 48.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 47.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 47.3 0.5% 5 +0.0 pp +0.0 pp +0.3 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 46.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 46.7 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Investment Group LLC CIK 0001556168 0.792 77 46.6 4.1% 5 -0.1 pp +0.5 pp +0.5 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 45.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 45.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 45.4 1.6% 5 +0.4 pp +0.4 pp +0.6 pp +0.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 44.6 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 44.4 0.9% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 43.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 43.1 1.7% 5 +0.1 pp +0.4 pp +0.4 pp +0.6 pp
☆Robinhood Asset Management, LLC CIK 0002067588 0.593 83 42.9 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 42.6 0.3% 5 +0.2 pp -0.0 pp +0.0 pp +0.1 pp
☆AIA Group Ltd CIK 0001522877 0.800 324 41.4 0.5% 3 -6.2 pp -1.9 pp +0.5 pp +0.5 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 41.4 0.8% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 41.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 41.3 0.4% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
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☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 7.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 5.3 3.0% 5 +1.1 pp +1.2 pp +1.0 pp +0.9 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 5.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 5.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 5.3 3.1% 5 -1.0 pp -2.5 pp -3.7 pp -2.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 5.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 5.3 0.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 5.2 1.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 5.2 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 5.2 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 5.2 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.2 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 5.2 3.6% 7 +0.4 pp +0.6 pp +0.6 pp +0.8 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 5.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 5.1 1.5% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 5.1 4.0% 3 +0.0 pp +0.6 pp +4.0 pp +1.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 5.1 0.9% 5 -0.2 pp -0.1 pp -0.3 pp -0.8 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.0 0.1% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 5.0 0.2% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 5.0 1.6% 1 +1.6 pp +1.6 pp +0.3 pp -0.9 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 5.0 0.0% 5 -0.5 pp -0.3 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 5.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.9 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 4.9 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 4.9 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 4.9 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.9 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 4.9 3.3% 5 +0.2 pp +0.0 pp -0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.9 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 4.9 1.1% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 4.9 2.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 4.8 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 4.8 2.6% 5 +0.2 pp +0.1 pp -0.0 pp +0.0 pp
☆American Assets Investment Management, LLC CIK 0001389256 0.544 146 4.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 4.8 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 4.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 4.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 4.8 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 4.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NDWM LLC CIK 0001818386 0.624 38 4.7 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 4.7 1.2% 5 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 4.6 0.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 4.6 2.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 4.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 4.6 0.9% 5 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 4.6 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 4.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 4.5 0.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 4.5 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 4.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 4.5 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 4.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 4.4 1.3% 5 +0.3 pp +0.1 pp -0.5 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 4.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 4.4 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MYCIO WEALTH PARTNERS, LLC CIK 0001371726 0.900 49 4.4 0.8% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 4.3 2.6% 5 +1.3 pp +1.3 pp +1.1 pp +1.2 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 4.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ninety One SA (PTY) Ltd CIK 0001491998 0.712 110 4.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 4.3 0.6% 5 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
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☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 4.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 4.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 4.2 1.2% 5 +0.1 pp +0.4 pp +0.2 pp +0.3 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 4.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 4.2 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
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☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 4.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 4.1 2.1% 5 +0.6 pp +0.8 pp +0.9 pp +1.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 4.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 4.1 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON TRUST CO CIK 0001133119 0.258 190 4.0 1.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 4.0 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 4.0 2.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 4.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 4.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Resolute Advisors LLC CIK 0001800217 0.229 81 4.0 1.0% 5 -0.4 pp -0.1 pp +0.1 pp +0.2 pp
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☆Campion Asset Management CIK 0001843492 0.531 83 4.0 2.4% 5 +0.2 pp +0.1 pp -0.2 pp -0.2 pp
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☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 4.0 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 4.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 4.0 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 4.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 4.0 0.6% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 3.9 0.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
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☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 3.9 0.1% 1 +0.1 pp -0.3 pp -0.5 pp -0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.9 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 3.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 3.8 0.5% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
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☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 3.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 3.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 3.7 0.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
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☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 3.7 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆REDW Wealth LLC CIK 0001688931 0.503 104 3.4 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NWAM LLC CIK 0001655006 0.392 684 3.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Nicholas Investment Partners, LP CIK 0001389574 0.098 204 0.0 0.0% 0 -0.1 pp -0.1 pp -0.4 pp -0.6 pp
☆Members Trust Co CIK 0001677560 0.939 170 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -0.2 pp
☆Carlson Capital, L.P. CIK 0001056973 0.000 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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 -0.1 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 0.0 0.0% 0 +0.0 pp +0.0 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 +0.0 pp -0.1 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -8.0 pp
☆Mizuho Bank, Ltd. CIK 0001512734 0.000 6 0.0 0.0% 0 +0.0 pp +0.0 pp -5.8 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp -1.4 pp
☆Q Global Advisors, LLC CIK 0001469589 0.188 47 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -36.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆CTC LLC CIK 0001445893 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -3.3 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -9.9 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
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Spahn Wealth & Retirement LLC CIK 0001949033 0.000 38 0.0 0.0% 0 -7.4 pp -3.6 pp -3.3 pp -3.4 pp
☆SOUTHERNSUN ASSET MANAGEMENT, LLC CIK 0001089755 0.592 29 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 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 +0.0 pp -0.0 pp -0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Yost Capital Management, LP CIK 0001489859 0.212 13 0.0 0.0% 0 +0.0 pp -1.4 pp -7.4 pp -6.4 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 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 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp -4.8 pp +0.0 pp +0.0 pp
☆DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -1.9 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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.5 pp -0.4 pp -0.5 pp -0.4 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp +0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
☆59 North Capital Management, LP CIK 0001805589 0.557 19 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -7.4 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
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Starboard Value LP CIK 0001517137 0.869 21 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -1.3 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 -0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.3 pp +0.0 pp -0.2 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -1.8 pp -1.8 pp -1.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 -0.2 pp -1.9 pp -1.9 pp -2.1 pp
☆CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Rovida Investment Management Ltd CIK 0002053064 0.685 20 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -3.6 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
☆Silver Point Capital L.P. CIK 0001332784 0.853 14 0.0 0.0% 0 +0.0 pp -0.3 pp -3.7 pp +0.0 pp
☆Banque de Luxembourg S.A. CIK 0002055344 0.542 78 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.6 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GENDELL JEFFREY L CIK 0001056581 0.967 103 0.0 0.0% 0 -3.2 pp +0.0 pp -0.4 pp -1.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp -4.1 pp +0.0 pp -4.2 pp
☆Owl Creek Asset Management, L.P. CIK 0001313756 0.470 31 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -7.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 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
☆Reliant Wealth Planning CIK 0001823393 0.861 54 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Immersion Capital LLP CIK 0001636441 0.734 10 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.5 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DeepCurrents Investment Group LLC CIK 0001754535 0.160 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 0.0 0.0% 0 +0.0 pp -0.5 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
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 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 -0.8 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -1.6 pp
☆XPONANCE LLC CIK 0001637541 0.815 1841 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 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 (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