Signals

← Signals

☆IWX

320 in-universe funds with a nonzero position in IWX within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#371
Score / z0.578 / 0.68
Consensus93.92 over 171 funds
Momentum-0.11 ≠

Price & positioning

223 cached closes, trailing year
Drawdown-1%
Short interest+700% / 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 ▾
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1,036.8 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 516.1 2.5% 5 -0.8 pp +0.4 pp +0.5 pp +0.4 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 474.7 7.1% 5 -4.5 pp -4.4 pp -4.1 pp -2.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 191.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 123.7 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 95.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 72.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 59.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 57.9 18.5% 7 +1.6 pp +2.8 pp +3.3 pp +3.2 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 54.0 10.7% 5 +0.9 pp +2.8 pp +3.0 pp +2.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 51.8 1.2% 5 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 50.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 50.3 3.2% 5 +0.4 pp +0.4 pp +0.6 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 41.5 2.5% 5 +0.2 pp -0.3 pp -0.1 pp -0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 34.2 8.7% 5 +1.0 pp +1.0 pp +2.7 pp +2.3 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 33.3 0.6% 5 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 29.4 3.2% 3 +0.1 pp +0.5 pp +3.2 pp +3.2 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 28.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 26.3 7.0% 5 +0.7 pp +1.4 pp +2.6 pp +2.7 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 25.3 5.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.2 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 25.2 4.1% 5 -1.0 pp -1.2 pp -1.3 pp -1.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 24.9 1.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 22.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 22.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 21.2 7.9% 5 +0.7 pp +1.0 pp +3.1 pp +3.2 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 21.0 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 18.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 15.6 0.2% 5 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 14.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 14.2 1.9% 5 +0.1 pp +0.0 pp +0.3 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.8 0.2% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 13.5 7.0% 2 +1.3 pp +7.0 pp +7.0 pp +7.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 12.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 12.3 0.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wall Capital Group, Inc. CIK 0001699803 0.375 30 8.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 6.8 2.4% 4 +0.0 pp +0.3 pp +0.3 pp +2.4 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 6.7 4.7% 7 +0.3 pp +0.0 pp +0.2 pp +0.2 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 6.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS FINANCIAL, LLC CIK 0002112647 0.211 41 6.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 5.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATTERS CAPITAL LLC CIK 0002110838 0.153 75 5.5 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 5.4 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 5.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 4.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 4.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.8 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆GRANVILLE CAPITAL, INC. CIK 0001404784 0.710 86 3.2 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 3.2 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 3.1 1.7% 7 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 2.6 2.0% 5 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 2.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 2.1 1.3% 5 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.9 0.5% 5 -0.0 pp -0.1 pp -0.8 pp -0.9 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 1.5 0.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆FLP Wealth Management, LLC CIK 0002052024 0.103 65 1.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.5 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 1.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 1.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.1 0.0% 5 +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 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tailwinds Wealth, LLC CIK 0002109222 0.022 89 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Technologies Group LLC CIK 0002095322 0.040 275 0.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.7 0.3% 2 -0.0 pp +0.3 pp -0.1 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenWealth Group, Inc. CIK 0001713678 0.306 89 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.6 0.0% 2 +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 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 5 +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 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.5 0.3% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 +0.0 pp -15.5 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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 +0.0 pp +0.0 pp -0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 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
☆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
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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
☆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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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 IWX). Qtrs Held counts distinct quarters this fund has actually held IWX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWX position size. Δ columns are the percentage-point change in IWX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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