Signals

IWO

1297 in-universe funds with a nonzero position in IWO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24848
Score / z-0.437 / -0.54
Consensus393.53 over 736 funds
Momentum-0.06 =

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest-4% / 5.2d

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)
Fund Positions
Quarters Held

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 1,372.3 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 917.3 0.0% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 622.4 11.0% 5 +3.2 pp +1.1 pp +1.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 425.6 0.1% 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 380.5 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 373.1 7.0% 5 +0.8 pp +0.7 pp +0.3 pp +0.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 277.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 235.8 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 233.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 216.8 1.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 215.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
FMR LLC CIK 0000315066 0.989 5571 209.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 202.3 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 201.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cohen Klingenstein LLC CIK 0001453620 0.898 207 190.8 5.5% 5 +0.5 pp +0.4 pp +0.2 pp +0.4 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 182.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 171.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 167.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 162.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 147.7 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 140.1 0.0% 5 +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 135.8 0.4% 1 +0.4 pp +0.4 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 134.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 129.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 91.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 90.0 1.6% 5 +0.2 pp +0.3 pp +0.1 pp +0.2 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 87.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 86.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 85.2 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 77.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 67.3 0.0% 5 +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 63.5 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 63.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 63.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 62.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 61.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 56.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 53.5 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 52.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 51.8 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 51.4 0.1% 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 48.4 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 46.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 46.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 44.9 0.5% 5 +0.1 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 44.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 44.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 42.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 40.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.9 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 34.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 33.9 0.8% 5 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 32.2 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 31.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 31.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 31.1 0.9% 5 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 30.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 30.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 29.4 1.7% 5 +0.2 pp +0.0 pp +0.0 pp +1.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 29.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 28.6 3.4% 5 +0.2 pp +0.1 pp +0.0 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 27.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 27.5 12.8% 5 +1.0 pp +0.5 pp +0.4 pp +1.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 27.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 26.5 6.0% 5 +0.4 pp +0.3 pp -0.2 pp +0.6 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 25.3 1.0% 4 +0.2 pp +0.2 pp +0.4 pp +1.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 25.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 24.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 24.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Powell Investment Advisors, LLC CIK 0001802195 0.603 167 23.9 7.5% 5 +0.9 pp +0.8 pp +0.8 pp +0.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 23.4 0.8% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 23.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 22.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 20.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 20.4 0.4% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 20.1 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 19.6 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 19.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 18.7 3.0% 5 +0.3 pp +0.2 pp +0.3 pp +0.4 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 18.3 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 18.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 17.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 16.8 2.1% 5 +0.3 pp +0.2 pp +0.1 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 15.6 1.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 15.5 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 15.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 15.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 15.3 0.9% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 15.1 5.4% 5 +0.5 pp +0.2 pp -0.1 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 14.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 14.4 0.9% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 14.1 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 13.7 4.1% 5 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 13.5 0.8% 5 +0.1 pp -0.3 pp -0.3 pp -0.2 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 13.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 13.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 12.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.8 0.1% 7 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erickson Financial Group, LLC CIK 0001797734 0.820 25 11.1 5.9% 5 +0.8 pp +0.8 pp +0.6 pp +0.8 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OFS Enterprise LLC CIK 0002107566 0.725 106 10.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.3 0.0% 3 +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 10.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 10.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Hewins, LLC CIK 0001964760 0.899 40 10.1 2.8% 7 +0.3 pp -0.1 pp -0.2 pp -0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 9.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
360 Financial, Inc. CIK 0001802324 0.655 85 9.5 2.4% 5 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 9.5 4.8% 7 +0.5 pp +0.3 pp +0.4 pp +0.5 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 9.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 9.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
LWM ADVISORS INC CIK 0002067328 0.795 37 9.1 6.8% 6 +0.5 pp +0.4 pp +0.4 pp +0.8 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 9.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 8.9 0.2% 5 -0.6 pp +0.1 pp +0.1 pp -0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 8.6 0.3% 5 +0.0 pp -0.7 pp -0.6 pp -0.7 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 8.5 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 8.4 1.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 8.1 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 8.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 8.0 0.8% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 7.8 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Monument Capital Management CIK 0001729428 0.068 262 7.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 7.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 7.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 7.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 7.4 1.2% 5 +0.0 pp -1.3 pp -0.4 pp +0.4 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 7.3 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 7.2 0.5% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 7.1 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 7.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 7.0 4.1% 5 +0.3 pp +0.2 pp +0.2 pp +0.1 pp
InvesTrust CIK 0002050848 0.267 95 6.9 2.7% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
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BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Leisure Capital Management CIK 0001631507 0.304 157 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 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
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 -0.2 pp -0.7 pp +0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 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
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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 +0.0 pp -0.1 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -2.5 pp -2.5 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
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
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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 +0.0 pp -0.2 pp -0.2 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
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 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 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
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
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 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
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
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
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Bronte Capital Management Pty Ltd. CIK 0001471085 0.794 56 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp -0.4 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp +0.0 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 +0.0 pp -0.5 pp -0.5 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SK Wealth Management, LLC CIK 0001867958 0.578 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
GODSEY & GIBB, INC CIK 0000887402 0.496 383 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
F/m Investments LLC CIK 0001834499 0.385 354 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 +0.0 pp -0.1 pp -0.1 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
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 -2.2 pp -2.9 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 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
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
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 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
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
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
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 0.0 0.0% 0 +0.0 pp -0.5 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
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp -4.1 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp -0.4 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.0 0.0% 0 +0.0 pp -1.2 pp -1.5 pp -1.3 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 +0.0 pp -0.2 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Palisades Investment Partners, LLC CIK 0001427373 0.152 53 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp -0.0 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
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
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
Schorn Wealth LLC CIK 0001792851 0.656 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
SageView Advisory Group, LLC CIK 0001914558 0.814 615 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 +0.0 pp +0.0 pp +0.0 pp -0.5 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
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
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
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 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
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gray Private Wealth, LLC CIK 0001928877 0.838 58 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 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
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
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
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -2.6 pp -2.7 pp -2.6 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
West Branch Capital LLC CIK 0001738723 0.568 355 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 (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