Signals

← Signals

☆IWO

1038 in-universe funds with a nonzero position in IWO within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#873
Score / z0.096 / 0.14
Consensus363.41 over 672 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 1,201.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 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 798.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 519.6 9.9% 2 -1.2 pp +9.9 pp +9.9 pp +9.9 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 438.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 341.8 0.1% 2 +0.0 pp +0.1 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 312.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 291.6 6.7% 2 +0.3 pp +6.7 pp +6.7 pp +6.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 233.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 198.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 183.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 176.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cohen Klingenstein LLC CIK 0001453620 0.898 207 168.4 5.3% 2 +0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 166.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 151.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 139.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 122.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 113.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 108.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 95.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 92.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 85.4 0.2% 2 -0.0 pp +0.2 pp +0.2 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 82.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 80.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 79.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 77.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 72.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 70.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 69.4 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 68.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 65.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 57.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 56.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 54.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 53.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 46.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 45.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 45.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 43.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 41.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 40.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 40.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 38.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 35.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 34.3 3.5% 2 +1.0 pp +3.5 pp +3.5 pp +3.5 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 33.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 32.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 32.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 29.1 0.2% 4 +0.2 pp -0.1 pp -0.1 pp +0.2 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 28.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 28.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 28.5 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 27.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 25.4 0.0% 2 -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 25.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 24.0 1.6% 2 +0.9 pp +1.6 pp +1.6 pp +1.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 23.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 23.4 12.4% 2 +0.6 pp +12.4 pp +12.4 pp +12.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 22.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 22.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 22.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 21.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 21.5 6.2% 2 +0.8 pp +6.2 pp +6.2 pp +6.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 20.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 19.4 6.8% 2 +0.2 pp +6.8 pp +6.8 pp +6.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 18.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 17.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 17.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 16.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 15.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 15.8 2.0% 2 -0.8 pp +2.0 pp +2.0 pp +2.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 15.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 15.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 14.5 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 14.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 14.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 14.0 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 13.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 13.7 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 12.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 12.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 12.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 12.2 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 11.7 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 11.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 10.9 6.2% 3 -0.2 pp -0.4 pp +6.2 pp +6.2 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 10.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 10.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 9.3 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 9.0 1.5% 2 +0.7 pp +1.5 pp +1.5 pp +1.5 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 8.8 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 8.7 2.9% 4 +0.1 pp +0.4 pp +0.4 pp +2.9 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 8.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 8.5 5.3% 2 +0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 8.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 8.2 3.9% 2 -2.0 pp +3.9 pp +3.9 pp +3.9 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 8.2 4.5% 4 +0.2 pp +0.2 pp +0.0 pp +4.5 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 8.2 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 7.2 2.4% 2 +0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 7.1 6.4% 3 +0.4 pp +0.4 pp +6.4 pp +6.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 6.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 6.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 6.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 6.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 6.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 6.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 6.1 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 2 -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% 2 -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
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 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
☆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
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.0 0.0% 0 -0.3 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
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 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
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 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
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.0 0.0% 0 -0.2 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
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 IWO). Qtrs Held counts distinct quarters this fund has actually held IWO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWO position size. Δ columns are the percentage-point change in IWO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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