Signals

IWR

1731 in-universe funds with a nonzero position in IWR within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22632
Score / z-0.094 / -0.11
Consensus497.90 over 953 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 8,872.9 4.3% 4 -0.4 pp -0.7 pp -0.6 pp +4.3 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 6,405.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4,164.0 0.8% 4 +0.0 pp +0.0 pp +0.0 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 1,256.3 1.5% 4 +0.1 pp -0.0 pp -0.1 pp +1.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,199.2 0.7% 4 +0.0 pp -0.1 pp -0.1 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 1,068.3 0.1% 6 +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 1,043.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 990.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 872.1 1.4% 4 +0.1 pp +0.0 pp +0.0 pp +1.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 765.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 704.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 434.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 406.2 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
FMR LLC CIK 0000315066 0.989 5571 397.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 378.1 8.2% 4 -0.4 pp -0.7 pp -1.0 pp +8.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 365.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 293.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 282.7 2.3% 4 +0.1 pp +0.1 pp +0.1 pp +2.3 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 273.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 272.3 0.1% 5 -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 247.7 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 207.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 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 191.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 191.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 185.2 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 170.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 152.4 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
COMMERCE BANK CIK 0001009076 0.853 1332 143.7 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Glenview Trust Co CIK 0001691827 0.856 500 131.3 2.1% 4 +0.1 pp +0.1 pp +0.0 pp +2.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 121.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 118.2 6.3% 4 +0.0 pp -0.2 pp -0.5 pp +6.3 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 109.5 1.8% 4 +1.2 pp +0.8 pp +0.8 pp +1.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 106.9 0.8% 4 +0.1 pp +0.6 pp +0.6 pp +0.8 pp
First Western Trust Bank CIK 0001513189 0.923 215 101.1 5.1% 4 +0.0 pp +0.3 pp +0.3 pp +5.1 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 95.2 4.7% 4 +0.2 pp +2.9 pp +2.2 pp +4.7 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 93.8 1.3% 4 +0.1 pp +0.0 pp +0.2 pp +1.3 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 93.5 8.0% 4 +0.2 pp -0.2 pp -0.4 pp +8.0 pp
Creative Planning CIK 0001540235 0.979 4196 93.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 92.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 89.2 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 89.1 2.5% 4 +0.1 pp +0.0 pp -0.1 pp +2.5 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 88.6 3.0% 4 +0.1 pp +0.1 pp -0.0 pp +3.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 87.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 84.3 1.6% 4 +0.0 pp +0.0 pp -0.1 pp +1.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 84.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 83.4 5.4% 4 +0.3 pp +0.3 pp +0.1 pp +5.4 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 74.7 0.7% 4 -0.2 pp -0.4 pp -0.3 pp +0.7 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 74.7 1.4% 4 +0.0 pp +0.1 pp +0.0 pp +1.4 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 74.7 1.6% 4 +0.0 pp +0.0 pp -0.0 pp +1.6 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 73.8 0.8% 4 +0.1 pp +0.1 pp -0.2 pp +0.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 72.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 70.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 68.8 1.1% 6 -0.1 pp +0.2 pp +1.0 pp +1.0 pp
International City Management Association Retirement Corp CIK 0001691813 0.892 6 68.3 35.0% 4 +0.7 pp +0.3 pp +0.5 pp +35.0 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 67.1 1.3% 4 +0.1 pp -0.0 pp +0.0 pp +1.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 64.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Citizens Business Bank CIK 0001948632 0.474 139 63.2 10.4% 4 -0.0 pp -0.1 pp -1.2 pp +10.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 54.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 53.9 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 53.8 2.2% 4 +0.3 pp +0.4 pp +0.5 pp +2.2 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 53.8 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 49.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 49.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 46.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 45.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 43.8 5.0% 4 +0.4 pp +0.4 pp +0.4 pp +5.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 42.9 0.6% 4 -0.1 pp -0.1 pp -1.0 pp +0.6 pp
MAI Capital Management CIK 0001040197 0.725 1889 42.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Stegner Investment Associates Inc. CIK 0001907433 0.862 31 40.9 22.4% 4 -0.3 pp +1.1 pp +2.3 pp +22.4 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 40.8 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 39.9 1.0% 4 +0.2 pp +0.2 pp +0.3 pp +1.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 36.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 36.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 35.9 3.8% 6 +0.3 pp +0.3 pp +0.4 pp +3.3 pp
Consolidated Investment Group LLC CIK 0001556168 0.792 77 35.2 3.8% 4 +0.1 pp -0.0 pp -0.2 pp +3.8 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 34.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 33.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gilbert & Cook, Inc. CIK 0001675762 0.858 229 33.6 4.3% 4 +0.1 pp -0.2 pp -0.4 pp +4.3 pp
Coastline Trust Co CIK 0001324279 0.630 406 33.0 3.3% 4 +0.1 pp -0.5 pp -0.5 pp +3.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 32.2 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 32.0 1.9% 4 +1.2 pp +1.2 pp +1.1 pp +1.9 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 31.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Dakota Wealth Management CIK 0001631353 0.544 771 31.1 0.7% 4 +0.0 pp -0.1 pp -0.2 pp +0.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 30.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 30.9 1.4% 4 +1.3 pp +1.3 pp +1.3 pp +1.4 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 30.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 30.7 0.9% 4 +0.3 pp +0.4 pp +0.4 pp +0.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 29.2 0.0% 4 -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 29.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 27.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 27.4 7.4% 4 -2.4 pp -2.9 pp -3.3 pp +7.4 pp
INTRUST BANK NA CIK 0001034771 0.638 416 26.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 26.1 2.2% 4 +0.2 pp +0.2 pp +1.6 pp +2.2 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 25.3 1.3% 4 +0.0 pp -0.0 pp -0.1 pp +1.3 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 24.0 0.7% 4 +0.5 pp +0.2 pp +0.2 pp +0.7 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 24.0 0.6% 4 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 23.6 1.4% 4 -0.0 pp -0.4 pp -0.8 pp +1.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 23.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
XML Financial, LLC CIK 0001800465 0.420 447 23.1 1.9% 4 -0.1 pp -0.1 pp -0.1 pp +1.9 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 22.4 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 21.6 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 21.1 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 21.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 20.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 20.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 20.8 3.7% 4 -0.1 pp -0.1 pp -0.4 pp +3.7 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 20.6 2.4% 3 +0.3 pp -0.2 pp +2.4 pp +2.4 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 20.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 20.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 19.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 19.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Performa Ltd (US), LLC CIK 0001650303 0.770 49 19.3 4.4% 4 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 18.9 3.0% 4 +0.4 pp +0.3 pp +0.4 pp +3.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 18.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 18.6 1.9% 4 +0.1 pp +0.3 pp +0.4 pp +1.9 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 18.3 1.8% 4 -0.0 pp -0.4 pp -0.4 pp +1.8 pp
&PARTNERS CIK 0000107136 0.806 2509 18.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 18.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
PFW Advisors LLC CIK 0001989744 0.585 124 17.6 5.5% 4 +0.2 pp +0.3 pp +0.4 pp +5.5 pp
CWM, LLC CIK 0001535847 0.788 5645 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 16.9 2.3% 4 +0.1 pp +0.0 pp -0.1 pp +2.3 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 16.7 1.2% 4 -0.0 pp -0.0 pp -0.2 pp +1.2 pp
BOKF, NA CIK 0000009634 0.752 1160 16.7 0.3% 4 -0.1 pp +0.0 pp +0.0 pp +0.3 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 16.6 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 16.5 2.8% 4 +0.7 pp -0.1 pp -0.5 pp +2.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 16.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 16.3 6.0% 4 -0.2 pp -0.6 pp -0.8 pp +6.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 16.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 16.0 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 16.0 2.1% 4 -0.1 pp -0.2 pp -0.3 pp +2.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 16.0 0.9% 4 -0.1 pp +0.1 pp +0.2 pp +0.9 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 15.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Argent Trust Co CIK 0001625292 0.533 769 15.8 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 15.6 0.3% 4 -0.0 pp -0.7 pp -0.7 pp +0.3 pp
WOODSTOCK CORP CIK 0001008877 0.579 163 15.5 1.4% 4 +0.0 pp +0.0 pp -0.0 pp +1.4 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 15.4 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Fox Financial, Inc CIK 0002004131 0.856 12 15.4 12.5% 4 +0.5 pp +0.4 pp +0.3 pp +12.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 14.8 2.9% 4 +0.4 pp +0.5 pp +0.4 pp +2.9 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 14.8 1.2% 4 +0.3 pp +1.0 pp +1.1 pp +1.2 pp
LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 14.4 6.4% 4 +5.5 pp +5.5 pp +5.5 pp +6.4 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 14.3 3.9% 4 +0.5 pp +0.7 pp +0.8 pp +3.9 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 14.3 2.6% 4 +0.2 pp +0.2 pp -0.1 pp +2.6 pp
GGM Financial LLC CIK 0002021722 0.308 265 13.9 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 13.7 1.5% 4 -0.0 pp -0.1 pp -0.3 pp +1.5 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 13.3 1.3% 4 -0.0 pp +0.2 pp +0.1 pp +1.3 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 13.0 1.0% 4 +0.1 pp +0.0 pp -0.1 pp +1.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.9 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 12.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 12.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 12.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 12.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 12.4 7.1% 4 +0.6 pp +0.1 pp -0.1 pp +7.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 12.2 0.9% 6 -0.2 pp +0.0 pp -0.0 pp +0.2 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 11.5 0.4% 4 +0.0 pp +0.1 pp -0.1 pp +0.4 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 11.1 0.9% 4 -0.2 pp -0.4 pp -0.4 pp +0.9 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 11.0 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 10.9 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
STEPH & CO CIK 0000941519 0.731 283 10.9 3.1% 4 -0.5 pp -0.7 pp -0.7 pp +3.1 pp
PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 10.8 8.8% 4 -0.7 pp -0.6 pp -0.9 pp +8.8 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 10.5 1.6% 4 +0.1 pp +0.0 pp +0.0 pp +1.6 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 10.5 0.6% 4 +0.1 pp +0.2 pp +0.1 pp +0.6 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 10.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 10.3 5.1% 4 +0.6 pp +0.4 pp -0.6 pp +5.1 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 10.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 10.3 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 10.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 10.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 9.6 0.9% 4 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 9.4 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 9.3 4.1% 4 +0.8 pp +1.3 pp +1.2 pp +4.1 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 9.3 5.1% 6 +0.2 pp -0.1 pp -0.5 pp -0.2 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 9.1 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 8.9 2.7% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 8.9 3.2% 4 -0.1 pp -0.1 pp -0.1 pp +3.2 pp
Trust Point Inc. CIK 0001635633 0.568 463 8.8 0.8% 4 +0.1 pp +0.0 pp -0.1 pp +0.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 8.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 8.7 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
Rossmore Private Capital CIK 0001733082 0.520 340 8.7 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
Haverford Trust Co CIK 0000842941 0.805 424 8.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 8.4 2.0% 4 -0.3 pp -0.6 pp -1.3 pp +2.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 8.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 8.4 2.6% 4 +0.1 pp -0.1 pp -0.3 pp +2.6 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 8.4 3.6% 4 -0.5 pp -2.2 pp -0.6 pp +3.6 pp
Campion Asset Management CIK 0001843492 0.531 83 8.4 5.7% 4 -0.1 pp -1.4 pp -1.6 pp +5.7 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 8.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 8.1 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 8.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sincerus Advisory, LLC CIK 0002050968 0.446 81 7.8 5.9% 4 -0.1 pp -0.0 pp -0.1 pp +5.9 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 7.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 7.5 0.8% 4 -0.0 pp -0.0 pp -0.2 pp +0.8 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 7.5 1.9% 4 -0.1 pp -0.0 pp -0.2 pp +1.9 pp
One Capital Management, LLC CIK 0001606588 0.779 522 7.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 7.4 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 7.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 7.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Diversified Trust Co CIK 0001479844 0.817 1115 7.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 7.0 3.1% 4 -0.1 pp -0.1 pp -0.2 pp +3.1 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 7.0 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
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Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 6.9 1.1% 4 -0.2 pp -0.3 pp -0.3 pp +1.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Chesapeake Wealth Management CIK 0001730383 0.355 168 6.7 2.1% 4 +0.1 pp +0.0 pp +0.0 pp +2.1 pp
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FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 6.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 6.6 3.6% 4 +0.2 pp +0.3 pp +0.3 pp +3.6 pp
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Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 6.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 6.4 2.2% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 6.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 6.1 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 6.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 6.0 2.5% 4 +0.1 pp -0.1 pp -0.2 pp +2.5 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 6.0 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
IFC Advisors LLC CIK 0002053348 0.691 179 6.0 0.9% 4 -0.2 pp -0.5 pp -0.4 pp +0.9 pp
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New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 5.8 0.7% 4 +0.3 pp -0.1 pp -0.1 pp +0.7 pp
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Goldstone Financial Group, LLC CIK 0002040021 0.460 240 5.7 0.6% 4 -0.4 pp -0.4 pp -0.5 pp +0.6 pp
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Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 5.3 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 5.3 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
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LPWM LLC CIK 0001801101 0.514 98 4.8 1.2% 4 +0.0 pp +0.0 pp +0.1 pp +1.2 pp
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HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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SFAM, LLC CIK 0001713286 0.679 262 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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SFMG, LLC CIK 0001512026 0.796 334 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 0.0 0.0% 0 +0.0 pp -0.1 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
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
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 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 +0.0 pp -0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.599 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 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
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 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 -0.1 pp +0.0 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 +0.0 pp -1.1 pp -1.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -1.9 pp -2.7 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
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 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
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PRINCETON CAPITAL MANAGEMENT LLC CIK 0001167026 0.630 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 0.0 0.0% 0 -0.1 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
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 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 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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