Signals

IWR

1492 in-universe funds with a nonzero position in IWR within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#146
Score / z1.230 / 1.84
Consensus507.92 over 951 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
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7,245.7 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 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 6,027.3 0.5% 3 +0.0 pp -0.0 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 3,885.9 0.8% 2 +0.0 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 1,316.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,230.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 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 998.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 967.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 946.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 816.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 676.5 0.1% 2 +0.0 pp +0.1 pp +0.1 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 639.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 581.2 0.1% 2 +0.0 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 405.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
FMR LLC CIK 0000315066 0.989 5571 390.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 390.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 366.7 8.9% 2 -0.2 pp +8.9 pp +8.9 pp +8.9 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 322.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 309.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 304.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 285.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 269.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 257.9 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 210.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 198.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 192.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 190.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 167.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 152.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
COMMERCE BANK CIK 0001009076 0.853 1332 144.6 0.8% 2 -0.0 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 135.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 124.5 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 111.7 6.5% 2 -0.3 pp +6.5 pp +6.5 pp +6.5 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 108.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
First Western Trust Bank CIK 0001513189 0.923 215 105.0 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 103.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 93.1 8.2% 2 -0.2 pp +8.2 pp +8.2 pp +8.2 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 89.6 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
Creative Planning CIK 0001540235 0.979 4196 89.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 88.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 87.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 85.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 84.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 84.4 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 82.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 79.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 78.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 74.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 73.3 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
International City Management Association Retirement Corp CIK 0001691813 0.892 6 67.8 34.6% 2 +0.2 pp +34.6 pp +34.6 pp +34.6 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 66.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 66.2 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 65.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 63.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
Citizens Business Bank CIK 0001948632 0.474 139 62.9 10.5% 2 -1.0 pp +10.5 pp +10.5 pp +10.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 62.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 53.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 52.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 51.5 0.9% 4 +0.8 pp +0.8 pp +0.8 pp +0.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 50.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 49.3 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 49.0 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 48.9 0.7% 2 -0.8 pp +0.7 pp +0.7 pp +0.7 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 47.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 47.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 46.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 45.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 43.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
MAI Capital Management CIK 0001040197 0.725 1889 41.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 41.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 41.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 39.7 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 39.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 38.8 21.3% 2 +1.2 pp +21.3 pp +21.3 pp +21.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 37.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 37.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 36.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 36.2 1.8% 2 -0.7 pp +1.8 pp +1.8 pp +1.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 36.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 35.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Coastline Trust Co CIK 0001324279 0.630 406 35.1 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 35.0 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 32.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Investment Group LLC CIK 0001556168 0.792 77 31.2 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 30.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 30.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 30.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 29.4 3.5% 4 +0.1 pp +3.0 pp +3.0 pp +3.5 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 29.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 28.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 27.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 26.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
XML Financial, LLC CIK 0001800465 0.420 447 23.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 23.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 23.4 2.0% 2 +1.4 pp +2.0 pp +2.0 pp +2.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 22.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 22.2 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 22.0 10.4% 2 -0.4 pp +10.4 pp +10.4 pp +10.4 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 21.8 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 21.5 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 20.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 20.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 20.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 20.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 19.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 19.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 17.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 17.8 6.6% 2 -0.2 pp +6.6 pp +6.6 pp +6.6 pp
PFW Advisors LLC CIK 0001989744 0.585 124 17.6 5.2% 2 +0.0 pp +5.2 pp +5.2 pp +5.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 16.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 16.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
&PARTNERS CIK 0000107136 0.806 2509 16.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 16.4 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 16.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 16.1 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 16.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 16.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 16.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 16.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 15.9 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
WOODSTOCK CORP CIK 0001008877 0.579 163 15.8 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
BOKF, NA CIK 0000009634 0.752 1160 15.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 15.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 15.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 15.5 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 15.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 15.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Fox Financial, Inc CIK 0002004131 0.856 12 15.2 12.1% 2 -0.2 pp +12.1 pp +12.1 pp +12.1 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 15.0 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 14.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 14.7 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 14.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 14.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 14.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 13.5 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 13.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 12.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 12.9 4.6% 2 -1.0 pp +4.6 pp +4.6 pp +4.6 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 12.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 12.6 5.8% 2 +1.6 pp +5.8 pp +5.8 pp +5.8 pp
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STEPH & CO CIK 0000941519 0.731 283 12.5 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
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Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Heck Capital Advisors, LLC CIK 0002046227 0.468 214 11.1 0.9% 4 -0.1 pp +0.2 pp +0.1 pp +0.9 pp
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Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 10.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 10.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 10.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Campion Asset Management CIK 0001843492 0.531 83 9.9 7.0% 2 -0.2 pp +7.0 pp +7.0 pp +7.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 9.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 9.5 2.5% 2 -0.7 pp +2.5 pp +2.5 pp +2.5 pp
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StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 9.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 9.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Trust Point Inc. CIK 0001635633 0.568 463 9.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 9.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
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SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 8.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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NewEdge Wealth, LLC CIK 0001861796 0.721 1215 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 8.2 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
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Rossmore Private Capital CIK 0001733082 0.520 340 7.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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IFC Advisors LLC CIK 0002053348 0.691 179 7.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
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Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -1.0 pp +0.0 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
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.3 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 (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