Signals

← Signals

☆IWP

1457 in-universe funds with a nonzero position in IWP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24648
Score / z-0.296 / -0.37
Consensus419.67 over 801 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 ▾
☆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 2,940.5 0.2% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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 1,024.9 0.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 858.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 781.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 577.1 3.4% 5 +0.0 pp -0.2 pp -0.2 pp +3.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 399.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 398.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 373.5 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 354.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 328.4 6.2% 5 +0.2 pp -0.0 pp -0.8 pp -1.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 324.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 308.0 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 282.9 0.1% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 274.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 223.1 1.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 217.6 0.1% 1 +0.1 pp +0.1 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 198.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 198.0 0.9% 5 -0.2 pp +0.0 pp -0.0 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 193.9 9.0% 5 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 186.1 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 182.0 2.7% 5 -1.4 pp -2.3 pp -2.5 pp -1.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 173.9 1.7% 5 -0.1 pp -0.5 pp -0.3 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 166.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 145.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 134.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 108.9 14.4% 5 +0.5 pp -0.5 pp -1.1 pp -1.7 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 106.0 1.9% 5 -0.2 pp -0.9 pp -1.8 pp -2.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 105.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 97.1 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 96.9 5.8% 5 +1.6 pp +2.6 pp +2.5 pp +2.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 94.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 93.2 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 90.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 82.4 4.7% 5 +0.2 pp -0.3 pp -0.5 pp -0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 71.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 71.1 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 67.5 0.4% 5 +0.4 pp -0.1 pp -0.1 pp -0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 66.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 63.7 5.8% 5 +0.2 pp +0.1 pp -0.2 pp -0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 60.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 58.7 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 57.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 54.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 49.8 1.0% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 49.6 3.8% 5 +0.0 pp -0.2 pp -0.5 pp -0.8 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 47.0 1.0% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 45.9 1.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.5 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 44.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 40.4 7.0% 5 +0.1 pp -0.3 pp -0.6 pp -1.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 37.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 36.7 0.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 36.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 32.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 30.5 4.8% 1 +4.8 pp -0.2 pp -0.2 pp -0.6 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 28.6 3.1% 5 +0.1 pp -0.3 pp -0.4 pp -0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 28.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 28.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 27.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 27.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 27.5 0.2% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 27.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 27.1 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 25.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 25.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 25.1 4.9% 5 +0.2 pp -0.1 pp -3.1 pp -4.2 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 24.9 1.1% 5 -0.1 pp -0.3 pp -0.5 pp -0.6 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 24.8 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.7 0.1% 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 24.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 24.4 1.7% 5 +0.0 pp +0.1 pp +1.5 pp +1.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 24.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 23.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 23.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 22.6 3.8% 5 +0.1 pp -0.1 pp -0.4 pp -0.7 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 22.6 0.1% 5 -0.1 pp -0.3 pp -0.1 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 22.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 22.3 1.3% 5 +0.1 pp +0.5 pp +0.5 pp +0.4 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 22.2 1.4% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆StoryOne LLC CIK 0002079652 0.567 79 21.7 10.2% 2 +1.7 pp +10.2 pp +10.2 pp +10.2 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 21.3 2.6% 5 +0.2 pp +0.1 pp -0.1 pp +0.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 21.0 0.3% 5 -0.2 pp +0.1 pp -0.0 pp -0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 20.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 19.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 19.4 4.5% 5 +3.5 pp +3.4 pp +3.4 pp +3.4 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 18.9 9.6% 7 +0.1 pp -0.4 pp -0.7 pp -1.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 18.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 18.2 3.9% 2 +1.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 17.6 1.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 16.9 0.8% 5 -0.9 pp -0.9 pp -0.9 pp -0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 16.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 15.7 6.6% 5 +0.6 pp +0.9 pp +0.7 pp +0.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 15.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 15.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 15.1 4.6% 5 +0.2 pp -1.9 pp -2.2 pp -2.5 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 15.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 15.0 2.4% 5 +0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 14.8 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 14.5 0.4% 5 +0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 14.4 0.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 14.3 1.2% 1 +1.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 13.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 13.7 0.5% 5 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 13.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 13.3 0.8% 7 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 12.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 12.7 0.2% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 12.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 12.5 4.0% 7 -0.1 pp -0.7 pp -1.0 pp -0.2 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 12.3 2.1% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 12.2 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 11.8 0.0% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 11.7 1.2% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 11.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 11.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 11.5 3.3% 5 +0.1 pp -0.1 pp -0.4 pp -0.4 pp
☆Argent Trust Co CIK 0001625292 0.533 769 11.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 11.2 3.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 11.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆MidFirst Bank CIK 0002077076 0.526 943 10.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 10.8 5.0% 5 -0.7 pp -0.7 pp -1.0 pp -1.2 pp
☆Sentinel Advisory Group, LLC CIK 0002118181 0.649 60 10.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 10.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 10.6 1.4% 7 +0.4 pp +0.2 pp +0.1 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 10.2 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 10.0 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 9.9 2.8% 5 +1.0 pp +1.4 pp +1.4 pp +1.4 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 9.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 9.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CONNING INC. CIK 0000801051 0.496 327 9.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 9.5 1.8% 5 -0.0 pp -0.3 pp -0.7 pp -1.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 7.0 1.6% 5 -0.2 pp -0.3 pp -0.4 pp -0.7 pp
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☆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
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 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
☆CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 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
☆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
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 IWP). Qtrs Held counts distinct quarters this fund has actually held IWP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWP position size. Δ columns are the percentage-point change in IWP'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