Signals

← Signals

☆IWV

913 in-universe funds with a nonzero position in IWV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#284
Score / z0.701 / 0.99
Consensus325.89 over 569 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-22% / 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 0.917 485 725.3 7.7% 3 -0.0 pp +0.4 pp +7.7 pp +7.7 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 608.2 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 591.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 561.0 0.0% 3 +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 497.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 394.5 0.1% 3 +0.0 pp -0.0 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 320.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNC Management Company, Inc. CIK 0001911286 0.973 6 203.8 18.4% 3 -4.0 pp -4.8 pp +18.4 pp +18.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 193.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 183.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 163.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 152.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 147.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 141.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 135.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 133.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 133.8 7.5% 3 -0.1 pp -0.2 pp +7.5 pp +7.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 120.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 114.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 108.8 19.9% 3 -0.2 pp +0.3 pp +19.9 pp +19.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 106.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 105.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 105.2 3.8% 3 +3.1 pp +3.1 pp +3.8 pp +3.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 97.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 94.4 9.3% 3 -0.1 pp -0.1 pp +9.3 pp +9.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 85.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 77.9 13.1% 3 +0.6 pp +1.8 pp +13.1 pp +13.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 76.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 68.6 2.7% 3 -0.2 pp -0.4 pp +2.7 pp +2.7 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 67.6 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 67.4 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 61.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 61.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 61.8 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 60.9 2.1% 3 -0.3 pp -0.5 pp +2.1 pp +2.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 60.8 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 60.7 1.5% 3 +0.2 pp +0.4 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 59.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 58.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 56.0 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 52.9 10.1% 3 +0.6 pp +0.5 pp +10.1 pp +10.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 52.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 50.9 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 49.8 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 48.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Wind River Trust Co CIK 0001657703 0.905 12 48.0 17.9% 3 +0.5 pp +0.4 pp +17.9 pp +17.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 45.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 42.7 1.0% 3 -0.7 pp -0.9 pp +1.0 pp +1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 40.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 40.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 39.4 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 38.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 38.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 37.8 15.1% 3 -2.4 pp -3.4 pp +15.1 pp +15.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 36.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 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 34.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 33.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 32.0 3.5% 5 -0.6 pp -0.7 pp -0.5 pp -0.2 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 31.9 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 30.9 0.2% 3 -0.0 pp -0.0 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 30.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 28.9 2.7% 3 +0.0 pp +0.0 pp +2.7 pp +2.7 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 28.6 5.5% 3 -0.1 pp -0.3 pp +5.5 pp +5.5 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 27.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 27.8 12.7% 3 +0.0 pp +0.3 pp +12.7 pp +12.7 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 27.5 3.2% 3 -0.1 pp -0.2 pp +3.2 pp +3.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 27.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 26.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 26.3 5.6% 3 -0.9 pp -1.3 pp +5.6 pp +5.6 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 26.0 1.4% 3 -0.2 pp -0.3 pp +1.4 pp +1.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 25.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 24.3 11.3% 3 +0.6 pp +0.8 pp +11.3 pp +11.3 pp
☆Stairway Partners, LLC CIK 0001454138 0.963 18 22.7 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 22.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 22.5 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 22.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 21.8 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 21.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 21.7 7.3% 3 -0.4 pp +0.2 pp +7.3 pp +7.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 21.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 20.0 8.8% 3 -0.1 pp -1.2 pp +8.8 pp +8.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 19.5 2.6% 3 -0.0 pp -0.2 pp +2.6 pp +2.6 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 19.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 19.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 19.0 1.4% 3 -0.1 pp -0.3 pp +1.4 pp +1.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 18.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 18.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.710 16 18.5 9.4% 3 -3.4 pp -2.7 pp +9.4 pp +9.4 pp
☆Balentine LLC CIK 0001586678 0.932 243 18.1 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆NEPC LLC CIK 0001424799 0.960 53 17.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 17.5 15.2% 3 -1.9 pp -1.5 pp +15.2 pp +15.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 16.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 16.4 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 16.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 15.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Embree Financial Group CIK 0002020860 0.466 283 15.7 1.9% 3 -1.7 pp -1.9 pp +1.9 pp +1.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 15.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 15.3 6.4% 3 -0.3 pp -0.1 pp +6.4 pp +6.4 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 14.8 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 14.8 3.4% 3 +0.1 pp +0.2 pp +3.4 pp +3.4 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 14.8 5.8% 3 +0.0 pp -0.1 pp +5.8 pp +5.8 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 14.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 14.2 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 14.0 1.8% 3 -0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 13.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 13.3 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 12.9 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 12.3 3.0% 3 +0.0 pp +0.2 pp +3.0 pp +3.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 11.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 11.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆jvl associates llc CIK 0001915765 0.770 79 11.3 3.7% 3 +0.0 pp -0.0 pp +3.7 pp +3.7 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 10.4 8.8% 3 +0.8 pp +0.8 pp +8.8 pp +8.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 10.3 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 10.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 10.0 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 9.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 9.5 4.3% 3 +2.1 pp +2.2 pp +4.3 pp +4.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 9.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 9.0 4.1% 3 -0.2 pp -0.1 pp +4.1 pp +4.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 8.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 8.9 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 8.6 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 8.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 8.5 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
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☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +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% 3 -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% 4 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 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
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.7 pp -0.8 pp -0.8 pp -0.8 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -15.6 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 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 -0.0 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 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 -0.1 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -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% 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
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 -0.4 pp -0.4 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 -0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -3.3 pp +0.0 pp +0.0 pp
☆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
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 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
☆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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.5 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.2 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
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -3.1 pp -3.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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