Signals

← Signals

☆IWV

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

Flow ranking

Rank#23010
Score / z-0.010 / -0.03
Consensus308.02 over 535 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆SCS Capital Management LLC CIK 0001303159 0.917 485 658.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 571.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 451.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 421.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 368.9 0.1% 1 +0.1 pp +0.1 pp +0.1 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 246.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNC Management Company, Inc. CIK 0001911286 0.973 6 203.1 23.3% 1 +23.3 pp +23.3 pp +23.3 pp +23.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 188.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 175.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 158.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 149.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 128.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 127.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 126.7 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 122.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 106.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 105.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TLWM CIK 0001732537 0.888 73 103.2 19.6% 1 +19.6 pp +19.6 pp +19.6 pp +19.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 98.8 0.0% 1 +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 92.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 86.8 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 82.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 79.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 69.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 64.7 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 62.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 62.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 62.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 58.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 57.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 56.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 56.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 54.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 53.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 53.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 52.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 52.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 49.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 49.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 48.8 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 47.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 45.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 45.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wind River Trust Co CIK 0001657703 0.905 12 43.8 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 42.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 36.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 35.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 34.7 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 33.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 33.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 33.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 32.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 32.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 31.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 30.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 30.2 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 30.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 29.5 4.2% 3 +0.2 pp +0.4 pp +4.2 pp +4.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 29.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 29.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 27.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 27.1 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 26.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 26.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 26.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 25.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 24.7 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 24.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 23.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 23.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.710 16 22.5 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 22.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 22.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 22.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 22.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 21.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 20.8 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 20.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 20.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 20.0 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 19.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Equity Management CIK 0001843578 0.306 65 19.4 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 18.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 18.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 18.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 17.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 17.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 17.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Balentine LLC CIK 0001586678 0.932 243 17.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 15.7 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 15.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 15.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 14.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 14.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 13.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 13.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 13.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 13.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 12.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 12.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 12.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 12.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 11.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆jvl associates llc CIK 0001915765 0.770 79 10.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 9.9 0.0% 2 +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 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 9.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 8.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 8.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 8.3 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 8.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 8.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 7.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 7.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 7.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Legacy Trust CIK 0001772483 0.355 210 7.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 6.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 6.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 6.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 6.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 6.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 6.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 5.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 5.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 5.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 5.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 5.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 4.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Simmons Bank CIK 0001674486 0.467 369 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Single Point Partners, LLC CIK 0001801184 0.839 102 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 3.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Firestone Capital Management CIK 0001799964 0.602 168 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atala Financial Inc CIK 0002053756 0.240 121 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 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
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.0 0.0% 0 -0.5 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 IWV). Qtrs Held counts distinct quarters this fund has actually held IWV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWV position size. Δ columns are the percentage-point change in IWV'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