Signals

← Signals

☆IWS

1150 in-universe funds with a nonzero position in IWS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22950
Score / z-0.324 / -0.32
Consensus318.41 over 608 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-65% / 1.0d

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 ▾
☆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 1,175.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,102.9 0.5% 4 -0.3 pp -0.4 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 573.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 519.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 405.5 2.2% 4 +0.8 pp +0.8 pp +0.9 pp +2.2 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 389.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 388.6 8.2% 4 +0.1 pp +0.1 pp +1.9 pp +8.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 346.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 296.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 288.6 1.4% 4 -0.1 pp -0.2 pp -0.2 pp +1.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 281.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 271.8 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 259.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 182.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 181.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 149.2 3.2% 4 +0.2 pp -0.0 pp -0.1 pp +3.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 144.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 138.1 8.9% 4 +2.7 pp +2.3 pp +2.0 pp +8.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 137.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 112.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 104.2 0.7% 4 +0.3 pp +0.3 pp +0.2 pp +0.7 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 104.0 6.6% 4 -0.1 pp -0.1 pp -0.4 pp +6.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 99.6 1.2% 4 -0.2 pp -0.3 pp -0.3 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 88.4 10.2% 4 -0.1 pp +1.3 pp +1.2 pp +10.2 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 79.5 3.1% 4 +0.2 pp -0.1 pp -0.1 pp +3.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 63.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 62.6 3.5% 4 -0.2 pp -0.3 pp -0.3 pp +3.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 55.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 52.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 46.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 46.0 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 43.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 42.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 40.6 1.2% 4 -0.1 pp +0.3 pp +0.4 pp +1.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 39.7 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 38.1 2.5% 4 +0.3 pp +0.3 pp +0.5 pp +2.5 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 36.9 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 36.7 7.2% 4 +0.3 pp +0.3 pp +0.1 pp +7.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 35.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 33.0 8.3% 4 +0.1 pp -0.1 pp -0.2 pp +8.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 31.6 1.9% 4 +0.8 pp +0.8 pp +0.8 pp +1.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 29.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 28.9 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 28.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 26.4 2.3% 4 -0.2 pp -0.3 pp -0.4 pp +2.3 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 26.0 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 25.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 25.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 24.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 24.9 2.5% 4 +0.0 pp +0.1 pp +0.0 pp +2.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 24.0 8.5% 6 +0.8 pp +0.8 pp +1.3 pp +2.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 22.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 22.1 3.6% 4 +0.1 pp +0.1 pp +0.1 pp +3.6 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 20.9 2.6% 4 +0.1 pp +0.1 pp +0.2 pp +2.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 19.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 18.7 0.5% 1 +0.5 pp +0.5 pp -0.4 pp +0.5 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 18.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 17.9 10.5% 6 +0.7 pp +0.9 pp +0.7 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 17.1 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 16.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 16.6 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 16.5 0.7% 4 +0.0 pp +0.0 pp -0.2 pp +0.7 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 16.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 15.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 15.2 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 14.4 4.1% 4 -0.0 pp +0.8 pp +0.6 pp +4.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 13.6 1.6% 4 +0.1 pp +0.0 pp -0.1 pp +1.6 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 13.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 13.5 4.6% 4 -1.9 pp -1.9 pp -1.9 pp +4.6 pp
☆BOKF, NA CIK 0000009634 0.752 1160 12.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.9 0.1% 4 -0.0 pp +0.0 pp +0.0 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 12.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 12.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 12.1 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 11.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 11.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 11.2 0.3% 4 -0.1 pp -0.8 pp -0.9 pp +0.3 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 11.2 3.3% 4 +0.4 pp +0.9 pp +0.9 pp +3.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 11.0 2.1% 4 +0.1 pp +0.1 pp +0.1 pp +2.1 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 10.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 10.0 3.4% 4 +0.1 pp +0.4 pp +0.4 pp +3.4 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 9.9 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 9.5 1.1% 4 -0.0 pp -0.1 pp -0.2 pp +1.1 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 9.4 3.9% 4 +0.2 pp +1.2 pp +1.2 pp +3.9 pp
☆MidFirst Bank CIK 0002077076 0.526 943 9.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 9.0 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 8.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 8.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 8.2 0.9% 6 -0.0 pp -0.1 pp -0.2 pp -1.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 7.9 2.9% 4 +0.1 pp -0.7 pp -0.9 pp +2.9 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 7.7 1.0% 4 +0.0 pp -0.2 pp -0.1 pp +1.0 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.603 167 7.7 2.7% 4 +0.1 pp +0.1 pp +0.0 pp +2.7 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 7.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 7.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 7.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 7.4 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 7.0 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 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
☆Accredited Investors Inc. CIK 0001518364 0.747 299 6.8 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆TICINO WEALTH CIK 0002105416 0.168 135 6.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Monument Capital Management CIK 0001729428 0.068 262 6.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Processus Wealth & Capital Management, LLC CIK 0002014209 0.449 35 6.7 4.5% 4 +0.3 pp +0.1 pp -0.8 pp +4.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.4 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 6.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 6.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 6.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 6.0 2.2% 4 +0.1 pp -0.0 pp +1.9 pp +2.2 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 5.9 1.2% 4 +0.0 pp +0.1 pp +0.0 pp +1.2 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 5.9 3.2% 6 +0.1 pp -0.1 pp -0.5 pp -0.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aldebaran Capital, LLC CIK 0001448430 0.346 39 5.8 4.5% 4 -0.6 pp -0.6 pp -0.7 pp +4.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.6 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 5.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 5.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 5.5 2.0% 4 +0.0 pp +0.1 pp +0.1 pp +2.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 5.2 2.5% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
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☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 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
☆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
☆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
☆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
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cutler Capital Management, LLC CIK 0001353098 0.288 124 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 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
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 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 IWS). Qtrs Held counts distinct quarters this fund has actually held IWS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWS position size. Δ columns are the percentage-point change in IWS'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