Signals

← Signals

☆IWN

1205 in-universe funds with a nonzero position in IWN within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22559
Score / z-0.064 / -0.08
Consensus346.40 over 643 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-15% / 2.3d

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 1,161.0 0.1% 5 -0.0 pp -0.0 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 826.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 406.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 241.4 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 227.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 210.2 2.1% 4 +0.2 pp +0.3 pp +0.2 pp +2.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 208.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 201.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 166.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 162.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 159.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 150.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 137.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 122.2 2.6% 4 +0.2 pp +0.1 pp +0.2 pp +2.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 115.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 105.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 84.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 81.3 9.3% 4 +1.3 pp -0.6 pp -0.8 pp +9.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 78.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 74.0 1.5% 4 +0.2 pp +0.1 pp +0.2 pp +1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 64.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 61.0 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 61.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 56.2 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 53.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 51.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 48.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 48.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 47.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 46.2 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 45.1 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 45.0 2.9% 4 -0.0 pp +0.0 pp -0.5 pp +2.9 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 44.2 0.1% 4 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Management LLC CIK 0001799802 0.961 39 43.7 1.4% 4 +0.2 pp +0.3 pp +0.4 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 40.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 40.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 38.5 0.4% 4 +0.0 pp -0.2 pp -0.2 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 37.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 35.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 34.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 33.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 33.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 31.6 1.2% 4 -0.2 pp -0.3 pp -0.3 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 29.3 1.6% 4 +0.1 pp +0.1 pp +0.2 pp +1.6 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 29.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 28.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 27.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 27.0 3.5% 4 +0.1 pp +0.1 pp +0.3 pp +3.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 26.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 25.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 25.8 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 24.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 23.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 21.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 21.9 7.5% 4 +0.4 pp +0.5 pp +0.7 pp +7.5 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 21.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 21.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 21.3 0.4% 4 -0.0 pp -0.2 pp -0.2 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 20.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 20.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 19.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 19.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 18.8 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 18.3 8.2% 5 +0.3 pp +0.4 pp +0.6 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 18.1 0.0% 4 -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 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 17.3 0.1% 4 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 17.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 16.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 16.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 15.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 15.1 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 15.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 14.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 13.6 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 13.4 5.4% 4 -0.1 pp -0.2 pp -0.0 pp +5.4 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 13.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 13.1 0.0% 4 +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 13.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Equity Management CIK 0001843578 0.306 65 13.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 12.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 12.7 0.8% 4 -0.4 pp -1.1 pp -0.3 pp +0.8 pp
☆ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 12.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.525 50 11.9 0.7% 4 +0.2 pp -0.3 pp +0.2 pp +0.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 11.7 0.3% 4 +0.2 pp +0.3 pp +0.1 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 11.6 4.3% 4 +0.3 pp +0.2 pp +0.3 pp +4.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 11.4 0.9% 4 +0.1 pp +0.0 pp +0.0 pp +0.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 11.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 11.2 6.6% 6 +0.4 pp +0.6 pp +0.8 pp +0.5 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 11.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Leeward Investments, LLC - MA CIK 0001923173 0.390 140 10.7 0.5% 4 -0.0 pp -0.3 pp -0.6 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 10.7 0.1% 4 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.7 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 10.5 0.4% 4 +0.3 pp +0.2 pp +0.1 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 10.1 3.4% 4 +0.1 pp +0.2 pp +0.4 pp +3.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 10.1 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 9.9 2.2% 4 -0.1 pp +0.0 pp +0.2 pp +2.2 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 9.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 9.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 9.1 4.3% 4 +0.5 pp +0.7 pp +0.8 pp +4.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 8.5 2.8% 4 +0.7 pp +0.9 pp +0.6 pp +2.8 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 8.1 1.3% 4 +0.8 pp +0.8 pp +1.0 pp +1.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 7.8 1.7% 4 +0.2 pp +0.0 pp -0.1 pp +1.7 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 7.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 7.4 6.4% 5 +0.3 pp +0.4 pp +0.9 pp +0.8 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.467 259 7.3 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Boston Partners CIK 0001386060 0.833 802 7.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 7.1 0.1% 4 +0.0 pp -0.2 pp -0.1 pp +0.1 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 7.0 4.7% 4 +0.3 pp +0.4 pp +1.7 pp +4.7 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 6.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 6.7 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.6 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 6.5 0.4% 4 -0.7 pp -0.8 pp -1.9 pp +0.4 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 6.5 2.7% 4 +0.1 pp +0.1 pp +0.2 pp +2.7 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 6.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 6.4 1.3% 4 -0.0 pp +0.3 pp +0.5 pp +1.3 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 6.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆McLean Asset Management Corp CIK 0001833140 0.535 181 5.6 1.0% 4 -0.0 pp -0.1 pp -0.3 pp +1.0 pp
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☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 5.5 3.4% 3 -0.0 pp +3.2 pp +3.4 pp +3.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 4.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 4.0 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
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☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 3.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 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
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 -0.0 pp -1.8 pp -2.2 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.2 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 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
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆P SCHOENFELD ASSET MANAGEMENT LP CIK 0001040198 0.136 25 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.5 pp -0.6 pp -0.4 pp +0.0 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.3 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 -0.1 pp -0.1 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.8 pp -0.8 pp -0.7 pp -0.7 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆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
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Azarias Capital Management, L.P. CIK 0001625279 0.582 23 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.0 0.0% 0 -0.5 pp -0.5 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
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -3.9 pp -3.7 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -2.0 pp -2.1 pp -2.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 IWN). Qtrs Held counts distinct quarters this fund has actually held IWN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWN position size. Δ columns are the percentage-point change in IWN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status