Signals

IWP

1208 in-universe funds with a nonzero position in IWP within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24420
Score / z-0.735 / -1.10
Consensus406.57 over 772 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)
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
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 2,822.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 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 878.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 795.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 768.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 744.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 506.2 3.7% 2 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 363.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 349.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 348.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 345.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 329.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 301.7 7.0% 2 -0.4 pp +7.0 pp +7.0 pp +7.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 259.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 241.8 5.2% 2 +1.5 pp +5.2 pp +5.2 pp +5.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 236.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 223.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 189.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 170.2 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
FMR LLC CIK 0000315066 0.989 5571 167.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 159.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 128.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advisory Corp CIK 0001813369 0.897 58 105.6 15.5% 2 -0.6 pp +15.5 pp +15.5 pp +15.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 104.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 100.0 10.3% 2 -1.1 pp +10.3 pp +10.3 pp +10.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 96.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 95.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 92.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 91.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 88.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 81.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 77.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 76.4 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 73.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
American Family Investments, Inc. CIK 0002029723 0.976 13 71.6 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 71.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 67.7 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 58.4 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 57.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 57.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 54.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 54.7 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 48.2 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
AMG National Trust Bank CIK 0001388829 0.744 439 47.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 47.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 47.2 8.0% 2 -1.1 pp +8.0 pp +8.0 pp +8.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 44.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Truepoint, Inc. CIK 0001427748 0.954 160 40.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 40.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 38.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 38.7 7.5% 2 -0.6 pp +7.5 pp +7.5 pp +7.5 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 37.2 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
BANK OF HAWAII CIK 0000315080 0.804 233 34.2 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 33.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 33.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 30.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 29.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 29.7 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 29.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 29.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 29.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 28.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 27.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 27.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 26.3 4.9% 2 -0.5 pp +4.9 pp +4.9 pp +4.9 pp
BOKF, NA CIK 0000009634 0.752 1160 25.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 25.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 24.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 23.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 23.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 22.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 21.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.4 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 21.3 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 21.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 20.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 20.4 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 20.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 19.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 19.3 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 19.3 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 19.3 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
One Capital Management, LLC CIK 0001606588 0.779 522 19.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 19.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 19.0 10.3% 4 -0.6 pp +0.2 pp +0.0 pp +10.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 18.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 18.4 6.7% 2 -0.4 pp +6.7 pp +6.7 pp +6.7 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 17.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 17.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 16.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 16.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 16.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Curi Capital, LLC CIK 0001332905 0.547 888 16.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 15.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 15.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 15.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 15.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 14.5 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 14.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Future Fund LLC CIK 0001911970 0.079 118 14.1 5.0% 2 -1.2 pp +5.0 pp +5.0 pp +5.0 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 14.1 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
Strategic Equity Management CIK 0001843578 0.305 65 14.0 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 13.9 4.9% 4 +0.7 pp +0.9 pp +0.8 pp +4.9 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 13.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 13.2 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 12.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 12.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 12.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 12.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 12.4 5.8% 2 -0.3 pp +5.8 pp +5.8 pp +5.8 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
VestGen Advisors, LLC CIK 0002050130 0.463 1075 12.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
XML Financial, LLC CIK 0001800465 0.420 447 11.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 11.4 0.9% 4 -0.1 pp -0.9 pp -1.0 pp +0.9 pp
Systelligence, LLC CIK 0001882691 0.094 62 11.4 2.2% 2 -1.4 pp +2.2 pp +2.2 pp +2.2 pp
Argent Trust Co CIK 0001625292 0.533 769 11.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 11.2 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 10.9 1.3% 4 -0.1 pp -1.5 pp -1.7 pp +1.3 pp
WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 10.8 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 10.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 10.3 6.0% 2 -0.2 pp +6.0 pp +6.0 pp +6.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 10.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 10.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 9.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 9.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 9.6 4.5% 2 -2.9 pp +4.5 pp +4.5 pp +4.5 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 9.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 9.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 9.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 8.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 8.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 8.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 8.4 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 8.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 8.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sterling Manor Financial, LLC CIK 0001842015 0.520 39 8.2 5.2% 2 -0.9 pp +5.2 pp +5.2 pp +5.2 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 8.2 4.3% 2 -0.6 pp +4.3 pp +4.3 pp +4.3 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 7.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 -0.1 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.0 0.0% 0 -0.2 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
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
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
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 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
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.1 pp +0.0 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
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 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
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.0 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
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -0.1 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 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
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.1 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
Knott David M Jr CIK 0001892770 0.419 84 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
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
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 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 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 (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