Signals

← Signals

☆IWR

1397 in-universe funds with a nonzero position in IWR within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#121
Score / z1.653 / 2.10
Consensus488.82 over 926 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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6,379.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 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 5,593.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,604.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,280.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,186.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 977.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 910.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 889.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 755.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 604.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 569.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 495.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 373.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 372.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 363.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 349.2 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 331.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 328.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 280.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 270.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 249.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 240.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 240.3 0.0% 1 +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 192.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 182.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 159.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 151.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 140.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 124.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 118.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 106.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 105.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 104.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 101.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 98.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 97.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 94.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 90.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 86.4 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 85.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 85.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 85.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 83.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 80.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 77.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 76.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 74.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 70.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 70.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 69.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 67.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 67.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆International City Management Association Retirement Corp CIK 0001691813 0.892 6 64.6 34.5% 1 +34.5 pp +34.5 pp +34.5 pp +34.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 62.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 60.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 59.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 59.3 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 50.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 50.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 48.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 47.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 46.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 46.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 45.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 44.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 43.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 41.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 40.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 40.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 38.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 38.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 37.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 35.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 35.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 35.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 34.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 34.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 33.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Stegner Investment Associates Inc. CIK 0001907433 0.862 31 32.8 20.1% 1 +20.1 pp +20.1 pp +20.1 pp +20.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 32.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 31.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Investment Group LLC CIK 0001556168 0.792 77 29.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 28.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 28.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 27.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 26.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 26.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 25.3 3.4% 3 +2.9 pp +2.9 pp +3.4 pp +3.4 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 25.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 23.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 23.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 23.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 21.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 21.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 20.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 20.3 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 20.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 19.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 19.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 18.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 18.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 17.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 17.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 16.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 16.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 16.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 15.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 15.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BOKF, NA CIK 0000009634 0.752 1160 15.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 15.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 15.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 15.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 15.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 15.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 15.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WOODSTOCK CORP CIK 0001008877 0.579 163 15.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 15.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 15.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 15.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 14.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 14.5 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 14.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 13.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 13.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 13.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 13.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 12.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 12.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 12.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 12.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 12.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 12.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 12.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 11.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 11.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 11.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 11.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 10.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 10.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 10.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 9.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Campion Asset Management CIK 0001843492 0.531 83 9.7 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 9.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 9.3 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 9.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 9.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 9.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 8.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 8.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 8.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Haverford Trust Co CIK 0000842941 0.805 424 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 7.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Diversified Trust Co CIK 0001479844 0.817 1115 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 7.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 7.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆DAVIDSON TRUST CO CIK 0001133119 0.258 190 3.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆LPWM LLC CIK 0001801101 0.514 98 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWK Group, Inc. CIK 0001803054 0.429 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.770 49 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 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 IWR). Qtrs Held counts distinct quarters this fund has actually held IWR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWR position size. Δ columns are the percentage-point change in IWR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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