Signals

← Signals

☆IWN

1279 in-universe funds with a nonzero position in IWN within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24231
Score / z-0.063 / -0.09
Consensus374.08 over 694 funds
Momentumno 12m return

Price & positioning

227 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)
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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 1,368.4 0.1% 6 +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 937.6 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 473.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 330.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 283.5 1.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 269.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 265.0 0.8% 1 +0.8 pp +0.8 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 258.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 241.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 194.0 1.7% 5 -0.4 pp -0.2 pp -0.1 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 191.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 190.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 169.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 167.4 0.2% 5 +0.0 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 154.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 144.8 2.7% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 132.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 108.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 107.4 2.2% 5 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 95.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 89.9 0.3% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 88.0 1.5% 5 +0.1 pp +0.3 pp +0.1 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 72.8 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 72.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 70.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 68.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 61.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 57.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 55.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 53.8 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 53.3 0.5% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 51.7 2.9% 5 +0.1 pp +0.0 pp +0.1 pp -0.5 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 51.5 1.1% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
☆Comprehensive Financial Management LLC CIK 0001799802 0.961 39 51.0 1.7% 5 +0.2 pp +0.4 pp +0.5 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 48.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 45.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 43.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 41.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 41.0 0.0% 5 +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 39.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.9 0.1% 6 -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 38.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 36.0 1.2% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 35.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 34.3 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 33.5 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 33.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 32.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 32.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 31.4 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 29.2 3.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 29.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 29.0 0.5% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 28.8 1.4% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 28.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 26.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 26.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 26.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 25.5 8.0% 5 +0.5 pp +0.9 pp +1.0 pp +1.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 25.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 21.7 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 21.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 21.1 8.5% 6 +0.3 pp +0.6 pp +0.7 pp +1.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 20.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 20.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 20.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 19.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 19.3 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 18.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 18.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 17.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 17.6 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 17.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 16.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 16.6 0.0% 1 +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 16.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 16.2 5.4% 2 +0.5 pp +5.4 pp +5.4 pp +5.4 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 15.9 0.1% 5 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 15.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 15.5 5.5% 5 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 14.7 0.3% 5 -1.0 pp -1.0 pp -1.0 pp -1.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 14.7 0.9% 5 +0.1 pp -0.3 pp -1.0 pp -0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 14.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 13.4 4.3% 5 +0.1 pp +0.3 pp +0.2 pp +0.4 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 13.3 6.8% 7 +0.2 pp +0.6 pp +0.8 pp +1.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 13.3 0.9% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.9 0.1% 5 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Leeward Investments, LLC - MA CIK 0001923173 0.390 140 12.9 0.6% 5 +0.1 pp +0.1 pp -0.2 pp -0.5 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 12.8 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.524 50 12.7 0.8% 5 +0.0 pp +0.3 pp -0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 11.7 3.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Navigation Group, LLC CIK 0002132497 0.648 121 11.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 11.4 2.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 11.2 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 10.9 1.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 10.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 10.5 3.1% 5 +0.3 pp +1.0 pp +1.2 pp +0.9 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 9.9 1.5% 4 +1.5 pp -3.9 pp -0.1 pp +1.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 9.6 4.9% 5 +0.6 pp +1.1 pp +1.3 pp +1.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 9.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 8.9 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 8.8 1.6% 5 -0.1 pp +0.1 pp -0.1 pp -0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 8.7 0.4% 5 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 8.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 8.7 1.4% 5 +0.0 pp +0.8 pp +0.9 pp +1.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.5 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 8.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 8.5 6.4% 6 -0.0 pp +0.3 pp +0.4 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OFS Enterprise LLC CIK 0002107566 0.725 106 8.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 8.2 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 7.9 1.6% 5 +0.2 pp +0.2 pp +0.5 pp +0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 7.8 4.6% 5 -0.1 pp +0.2 pp +0.3 pp +1.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 7.6 1.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 7.6 3.1% 5 +0.4 pp +0.4 pp +0.5 pp +0.6 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 7.5 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 7.5 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 7.5 0.2% 5 -0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 7.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆XML Financial, LLC CIK 0001800465 0.420 447 7.2 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 6.9 0.1% 5 -0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 6.7 1.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 6.7 3.4% 4 +0.0 pp +0.0 pp +3.3 pp +3.4 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 6.7 1.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.6 0.0% 5 +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 6.4 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
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☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 6.3 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆MidFirst Bank CIK 0002077076 0.526 943 6.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Boston Partners CIK 0001386060 0.833 802 6.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 6.0 5.1% 2 +0.4 pp +5.1 pp +5.1 pp +5.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 5.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 5.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 5.7 4.0% 4 +0.1 pp +0.1 pp -0.0 pp +4.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 5.7 1.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 5.5 1.6% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 5.4 3.7% 2 +0.4 pp +3.7 pp +3.7 pp +3.7 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.2 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Risk Paradigm Group, LLC CIK 0001569886 0.224 57 5.1 4.0% 2 +0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 4.8 1.0% 4 +0.1 pp +0.2 pp +0.6 pp +1.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 4.7 1.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 4.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 4.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Sierra Capital LLC CIK 0001787274 0.509 228 3.9 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
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☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 3.9 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 3.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SVB WEALTH LLC CIK 0001626116 0.541 384 2.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 2.4 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 2.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Eukles Asset Management CIK 0001632553 0.343 228 2.1 0.9% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 2.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
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☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆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
☆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
☆Pacific Ridge Capital Partners, LLC CIK 0001591546 0.211 134 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.0 0.0% 0 +0.0 pp -0.1 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 -0.0 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 +0.0 pp -1.3 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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 (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