Signals

IWP

1289 in-universe funds with a nonzero position in IWP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#673
Score / z0.196 / 0.27
Consensus432.35 over 817 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+11% / 2.4d ⚡

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 2,657.1 0.2% 5 -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 971.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 822.7 0.2% 3 +0.0 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 725.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 648.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 525.8 3.7% 3 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 381.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 358.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 336.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 324.5 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 324.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 315.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 293.5 6.2% 3 -0.8 pp -1.1 pp +6.2 pp +6.2 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 272.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 257.6 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 239.0 5.0% 3 -0.2 pp +1.3 pp +5.0 pp +5.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 227.4 1.3% 3 -0.1 pp -0.2 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 217.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 197.2 2.2% 3 +0.2 pp +0.5 pp +2.2 pp +2.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 179.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 162.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 161.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 139.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 120.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advisory Corp CIK 0001813369 0.897 58 103.1 15.0% 3 -0.6 pp -1.1 pp +15.0 pp +15.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 98.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 94.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 91.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 89.4 9.2% 3 -1.1 pp -2.1 pp +9.2 pp +9.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 89.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 84.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
American Family Investments, Inc. CIK 0002029723 0.976 13 76.9 2.8% 3 -1.0 pp -1.2 pp +2.8 pp +2.8 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 75.3 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 74.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 73.8 4.9% 3 -0.2 pp -0.4 pp +4.9 pp +4.9 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 68.7 3.2% 3 -0.2 pp -0.5 pp +3.2 pp +3.2 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 62.8 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 57.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 56.4 5.7% 3 -0.3 pp -0.7 pp +5.7 pp +5.7 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 55.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 54.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 52.0 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 48.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 46.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 46.2 4.0% 3 -0.3 pp -0.6 pp +4.0 pp +4.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 45.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 44.1 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 39.4 1.3% 3 -0.1 pp -0.6 pp +1.3 pp +1.3 pp
Truepoint, Inc. CIK 0001427748 0.954 160 39.1 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 37.5 7.2% 3 -0.3 pp -0.9 pp +7.2 pp +7.2 pp
BANK OF HAWAII CIK 0000315080 0.804 233 34.8 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 33.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 32.9 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 32.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 31.6 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 31.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 28.8 4.9% 3 +0.0 pp -0.5 pp +4.9 pp +4.9 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 28.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 28.0 3.4% 3 -0.1 pp -0.4 pp +3.4 pp +3.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 28.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 27.7 0.1% 3 -0.0 pp -0.0 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 26.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 26.0 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 25.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 25.6 1.4% 3 -0.2 pp -0.3 pp +1.4 pp +1.4 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 25.5 1.5% 3 +0.0 pp +0.2 pp +1.5 pp +1.5 pp
BOKF, NA CIK 0000009634 0.752 1160 25.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 24.7 5.1% 3 -3.0 pp -4.0 pp +5.1 pp +5.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 24.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 24.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 23.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 23.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 23.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 22.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 22.7 1.6% 3 +1.4 pp +1.5 pp +1.6 pp +1.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 22.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 21.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 20.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 19.7 6.5% 3 -0.3 pp -0.6 pp +6.5 pp +6.5 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 19.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 19.1 2.5% 3 -0.2 pp +0.1 pp +2.5 pp +2.5 pp
Allworth Financial LP CIK 0001555170 0.907 5124 19.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 18.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 18.6 3.9% 3 -0.3 pp -0.6 pp +3.9 pp +3.9 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 18.2 10.0% 5 -0.3 pp -1.0 pp -0.2 pp -0.3 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 17.6 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
One Capital Management, LLC CIK 0001606588 0.779 522 17.3 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.0 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 16.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 15.8 1.8% 3 -0.6 pp -0.8 pp +1.8 pp +1.8 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 15.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 15.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Curi Capital, LLC CIK 0001332905 0.548 888 15.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 15.3 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 14.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 14.6 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 14.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 14.0 2.0% 3 -0.0 pp -0.2 pp +2.0 pp +2.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 13.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 13.6 2.5% 3 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
Future Fund LLC CIK 0001911970 0.079 118 13.6 4.3% 3 -0.7 pp -1.8 pp +4.3 pp +4.3 pp
First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 13.5 4.7% 5 -0.2 pp +0.5 pp +0.7 pp +0.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 13.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 12.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 12.8 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 12.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 12.5 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 12.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 12.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 12.3 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 12.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 12.2 5.6% 3 -0.2 pp -0.4 pp +5.6 pp +5.6 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 12.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 11.4 0.9% 5 -0.0 pp -0.1 pp -0.9 pp -1.1 pp
XML Financial, LLC CIK 0001800465 0.420 447 11.0 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Argent Trust Co CIK 0001625292 0.533 769 11.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 10.8 3.4% 3 -0.3 pp -0.3 pp +3.4 pp +3.4 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 10.7 1.2% 5 -0.1 pp -0.2 pp -1.7 pp -1.8 pp
WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 10.5 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.5 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 10.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 10.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 9.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 9.7 5.7% 3 -0.3 pp -0.5 pp +5.7 pp +5.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 9.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 9.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 9.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Corundum Group, Inc. CIK 0001486083 0.540 112 9.4 3.2% 3 -0.0 pp -0.2 pp +3.2 pp +3.2 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 9.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 9.2 4.1% 3 -0.5 pp -3.4 pp +4.1 pp +4.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 8.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 8.9 0.5% 3 -1.3 pp -1.4 pp +0.5 pp +0.5 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 8.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 8.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 8.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 8.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 8.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 8.5 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 8.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 8.4 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 8.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 8.1 2.1% 3 -0.4 pp -0.7 pp +2.1 pp +2.1 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 8.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Powell Investment Advisors, LLC CIK 0001802195 0.603 167 7.1 2.4% 3 -0.2 pp -0.4 pp +2.4 pp +2.4 pp
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HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 2 +0.0 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
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 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
Cooper Capital Advisors LLC CIK 0001957878 0.142 41 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp +0.0 pp
Strategic Equity Management CIK 0001843578 0.306 65 0.0 0.0% 0 -5.2 pp -5.1 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 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
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
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
CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 0.0 0.0% 0 -0.5 pp -0.5 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
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 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
American State Bank (Iowa) CIK 0002122473 0.272 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 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
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.5 pp -0.5 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
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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 +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 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
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 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
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.0 0.0% 0 +0.0 pp -0.2 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
Clare Market Investments LLC CIK 0002054098 0.513 173 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -1.8 pp -2.1 pp +0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.1 pp -0.1 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
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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 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
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 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 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
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
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.1 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
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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.2 pp -0.2 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
Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -2.2 pp -3.6 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
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 -3.3 pp -3.4 pp +0.0 pp +0.0 pp
Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -6.7 pp -7.1 pp +0.0 pp +0.0 pp
Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 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
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 -0.1 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 -0.1 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
American Money Management, LLC CIK 0001600085 0.433 174 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 -0.2 pp -0.2 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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -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 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 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
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
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.0 0.0% 0 +0.0 pp -0.4 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
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 -0.1 pp -0.1 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
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 +0.0 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
Guerra Advisors Inc CIK 0002055363 0.000 0 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
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.3 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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