Signals

← Signals

☆IWY

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

Flow ranking

Rank#23461
Score / z-0.112 / -0.16
Consensus185.79 over 357 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-38% / 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 TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,504.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 1,239.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 594.6 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 544.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 541.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 368.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 317.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boulay Financial Advisors, LLC CIK 0002056342 0.928 6 209.5 29.4% 1 +29.4 pp +29.4 pp +29.4 pp +29.4 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 187.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 167.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 154.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 143.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 121.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 116.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 116.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 116.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 110.3 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 98.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 93.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 79.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 72.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 69.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 67.8 26.4% 3 +2.0 pp +0.0 pp +26.4 pp +26.4 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 66.8 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 65.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 61.3 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 59.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 57.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 55.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 48.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 47.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 46.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 44.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 40.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 39.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 38.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 37.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 35.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 32.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 30.1 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 29.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 29.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 28.6 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 27.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 27.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 27.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 26.3 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 25.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 25.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 24.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 23.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 22.6 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 22.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 21.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 21.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 20.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 20.5 6.0% 2 +0.6 pp +6.0 pp +6.0 pp +6.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 19.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 19.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Investors Research Corp CIK 0001730630 0.347 805 19.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 18.8 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 18.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 15.6 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 15.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 15.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 15.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 14.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 14.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 14.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 14.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 14.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 12.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 12.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 12.5 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 12.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 12.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 11.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 11.1 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Family Manage LLC CIK 0001539947 0.277 323 10.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 10.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 10.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 10.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 10.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 9.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 9.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 9.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 9.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 8.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 8.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 7.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 7.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 7.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 7.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Processus Wealth & Capital Management, LLC CIK 0002014209 0.449 35 7.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 7.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 6.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 6.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 6.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 6.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 6.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 5.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 5.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Argent Trust Co CIK 0001625292 0.533 769 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 5.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 5.2 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 5.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 4.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.7 0.0% 3 -0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 4.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 4.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Prime Buchholz LLC CIK 0002051999 0.271 40 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Persium Advisors, LLC CIK 0002033683 0.517 69 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.5 pp -2.2 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -3.1 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 IWY). Qtrs Held counts distinct quarters this fund has actually held IWY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWY position size. Δ columns are the percentage-point change in IWY'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