Signals

← Signals

☆IWO

1202 in-universe funds with a nonzero position in IWO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22843
Score / z-0.217 / -0.22
Consensus355.25 over 658 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 1,089.5 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 864.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 484.3 7.8% 4 -2.1 pp -2.1 pp -3.3 pp +7.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 344.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 300.6 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 293.6 6.3% 4 -0.0 pp -0.5 pp -0.2 pp +6.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 229.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 193.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 181.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 180.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 170.9 1.0% 4 -0.0 pp -0.0 pp +0.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 164.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cohen Klingenstein LLC CIK 0001453620 0.898 207 154.6 5.0% 4 -0.1 pp -0.3 pp -0.1 pp +5.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 135.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 135.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 135.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 130.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 128.8 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 117.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 112.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 107.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 83.4 0.4% 4 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 76.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 74.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 72.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 70.3 1.4% 4 +0.1 pp -0.1 pp +0.0 pp +1.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 69.3 0.0% 4 +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 64.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 63.5 7.3% 4 +2.6 pp +3.8 pp +4.8 pp +7.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 55.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 54.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 52.1 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 51.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 50.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 46.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 45.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.4 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 42.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 41.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 39.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 38.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 37.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 35.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 34.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 33.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 32.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 27.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 25.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 25.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 25.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 24.7 3.2% 4 -0.1 pp -0.2 pp -0.1 pp +3.2 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 24.6 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 23.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 23.6 1.5% 4 -0.1 pp -0.1 pp +0.8 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 22.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 22.7 11.9% 4 -0.5 pp -0.5 pp +0.0 pp +11.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 22.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 22.2 0.5% 4 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 21.7 0.8% 4 +0.6 pp +0.7 pp +0.5 pp +0.8 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 21.5 5.6% 4 -0.1 pp -0.6 pp +0.2 pp +5.6 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 20.3 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 19.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 19.2 6.6% 4 -0.1 pp -0.2 pp -0.0 pp +6.6 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 19.2 0.8% 3 +0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 19.1 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 18.7 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 18.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 16.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 16.3 3.0% 1 +3.0 pp +3.0 pp +2.6 pp +3.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 15.4 0.9% 4 -0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 15.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 14.8 2.7% 4 -0.1 pp +0.0 pp +0.1 pp +2.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.4 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 13.3 1.9% 4 -0.1 pp -0.2 pp -0.0 pp +1.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 13.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 12.8 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 12.8 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 12.8 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.3 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 12.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 12.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 12.2 4.9% 4 -0.3 pp -0.5 pp -0.3 pp +4.9 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 12.1 0.9% 4 -0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bronte Capital Management Pty Ltd. CIK 0001471085 0.794 56 11.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 11.2 0.7% 4 -0.4 pp -0.4 pp -0.3 pp +0.7 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 11.1 3.7% 4 -0.0 pp -0.1 pp +0.0 pp +3.7 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 11.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 10.4 3.9% 2 -0.6 pp +3.9 pp +3.9 pp +3.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 10.3 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 10.3 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 10.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.1 0.1% 6 +0.0 pp -0.1 pp +0.1 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 9.6 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 8.4 2.5% 6 -0.3 pp -0.4 pp -0.4 pp -0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 8.4 1.0% 4 -0.1 pp -1.0 pp -1.8 pp +1.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 8.3 5.2% 4 -0.0 pp -0.1 pp +0.0 pp +5.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 7.9 2.4% 4 -0.2 pp -0.2 pp +0.1 pp +2.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 7.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 7.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 7.6 4.5% 5 -0.4 pp -1.8 pp -2.0 pp -2.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 7.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MidFirst Bank CIK 0002077076 0.526 943 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 7.4 4.3% 6 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
☆LWM ADVISORS INC CIK 0002067328 0.795 37 7.3 6.3% 5 -0.1 pp -0.1 pp +0.3 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 6.8 1.1% 4 -1.3 pp -0.4 pp +0.3 pp +1.1 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 6.8 0.2% 4 -0.7 pp -0.7 pp -0.7 pp +0.2 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 6.7 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 6.5 0.5% 6 +0.4 pp +0.4 pp +0.4 pp +0.2 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 6.4 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 6.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 6.4 0.8% 4 -0.1 pp -0.1 pp -0.0 pp +0.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 6.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 5.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 5.8 0.8% 4 +0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 5.7 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 5.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 5.7 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
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☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 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
☆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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆STONERIDGE INVESTMENT PARTNERS LLC CIK 0001108831 0.032 146 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 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
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Granahan Investment Management, LLC CIK 0001026710 0.275 150 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 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 -0.1 pp -0.1 pp +0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 0.0 0.0% 0 -0.0 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 0.0 0.0% 0 -0.1 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
☆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 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 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
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Promus Capital, LLC CIK 0002054921 0.294 301 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 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
☆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
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 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
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 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
☆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
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 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 +0.0 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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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 -2.5 pp -2.5 pp +0.0 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 0.0 0.0% 0 -0.1 pp -0.1 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
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 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
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -2.1 pp -2.3 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
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EMERALD ADVISERS, LLC CIK 0001015083 0.164 237 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.0% 0 -0.0 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
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Clare Market Investments LLC CIK 0002054098 0.512 173 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 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 +0.0 pp +0.0 pp -0.2 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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 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 (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