Signals

← Signals

☆IWV

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

Flow ranking

Rank#24335
Score / z-0.488 / -0.73
Consensus305.52 over 530 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-55% / 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 ▾
☆SCS Capital Management LLC CIK 0001303159 0.917 485 707.3 7.7% 2 +0.4 pp +7.7 pp +7.7 pp +7.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 546.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 524.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 496.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 386.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 248.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNC Management Company, Inc. CIK 0001911286 0.973 6 199.1 22.4% 2 -0.9 pp +22.4 pp +22.4 pp +22.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 196.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 194.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 151.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 150.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 150.1 0.0% 2 +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 132.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 132.4 7.7% 2 -0.1 pp +7.7 pp +7.7 pp +7.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 132.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 129.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 121.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TLWM CIK 0001732537 0.888 73 111.9 20.1% 2 +0.5 pp +20.1 pp +20.1 pp +20.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 110.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 103.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 100.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 92.6 9.4% 2 +0.0 pp +9.4 pp +9.4 pp +9.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 85.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 84.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 76.0 12.5% 2 +1.2 pp +12.5 pp +12.5 pp +12.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 74.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 68.4 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 67.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 67.5 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 65.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 63.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 61.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 60.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 60.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 58.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 56.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 51.7 9.5% 2 -0.1 pp +9.5 pp +9.5 pp +9.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 51.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 50.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 49.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 49.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wind River Trust Co CIK 0001657703 0.905 12 47.0 17.4% 2 -0.2 pp +17.4 pp +17.4 pp +17.4 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 46.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 45.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 38.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 37.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 37.0 17.5% 2 -1.1 pp +17.5 pp +17.5 pp +17.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 36.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 35.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 33.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 33.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 33.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 32.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 32.2 4.2% 4 -0.1 pp +0.2 pp +0.4 pp +4.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 31.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 31.2 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 30.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 30.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 29.0 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 28.9 6.5% 2 -0.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 28.5 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 28.0 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 27.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 27.4 12.7% 2 +0.3 pp +12.7 pp +12.7 pp +12.7 pp
☆Embree Financial Group CIK 0002020860 0.466 283 27.0 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 26.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 25.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 25.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 23.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.709 16 23.7 12.8% 2 +0.7 pp +12.8 pp +12.8 pp +12.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 23.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 22.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 22.7 10.7% 2 +0.1 pp +10.7 pp +10.7 pp +10.7 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 22.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 22.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 21.9 1.9% 2 -0.0 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 21.7 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 21.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 21.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 20.9 7.7% 2 +0.6 pp +7.7 pp +7.7 pp +7.7 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 20.4 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 19.8 8.9% 2 -1.2 pp +8.9 pp +8.9 pp +8.9 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 19.1 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 19.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 18.7 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Balentine LLC CIK 0001586678 0.932 243 18.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 18.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 16.9 17.2% 2 +0.4 pp +17.2 pp +17.2 pp +17.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 16.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 16.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 16.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 15.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 15.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 15.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 15.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 14.8 5.7% 2 -0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 14.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 14.6 6.6% 2 +0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 14.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 14.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 14.1 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 14.1 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 13.8 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 13.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 13.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 12.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 12.0 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 11.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆jvl associates llc CIK 0001915765 0.770 79 11.0 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆NEPC LLC CIK 0001424799 0.960 53 10.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 9.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 9.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 9.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 9.3 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 9.1 8.0% 2 +0.0 pp +8.0 pp +8.0 pp +8.0 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 8.9 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 8.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 8.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 8.5 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 8.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 8.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 8.2 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 8.1 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 8.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Jordan Park Group LLC CIK 0001707975 0.885 68 7.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -0.3 pp -0.3 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 (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