Signals

← Signals

☆IWY

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

Flow ranking

Rank#24120
Score / z-0.213 / -0.32
Consensus215.56 over 413 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+20% / 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 1,626.4 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 1,311.8 4.8% 2 +0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 869.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 653.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 578.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 399.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 363.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 357.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 252.6 5.4% 2 +2.0 pp +5.4 pp +5.4 pp +5.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 196.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 171.2 1.1% 2 -0.0 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 159.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Boulay Financial Advisors, LLC CIK 0002056342 0.928 6 156.6 22.0% 2 -7.4 pp +22.0 pp +22.0 pp +22.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 152.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 137.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 135.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 129.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 121.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 120.9 16.6% 2 -0.9 pp +16.6 pp +16.6 pp +16.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 114.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 113.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 103.1 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 88.1 4.7% 2 +0.5 pp +4.7 pp +4.7 pp +4.7 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 81.1 28.9% 4 +2.5 pp +4.5 pp +2.5 pp +28.9 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 73.1 10.1% 2 +0.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 71.2 8.3% 2 -0.2 pp +8.3 pp +8.3 pp +8.3 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 70.7 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 68.9 11.8% 2 +0.3 pp +11.8 pp +11.8 pp +11.8 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 68.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 66.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 54.0 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 47.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 47.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 45.8 2.3% 2 +1.4 pp +2.3 pp +2.3 pp +2.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 44.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 42.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 41.9 9.0% 2 -0.6 pp +9.0 pp +9.0 pp +9.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 40.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 36.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 35.7 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 34.8 2.9% 3 +0.1 pp +0.4 pp +2.9 pp +2.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 34.0 0.3% 4 +0.2 pp +0.2 pp -0.5 pp +0.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 33.1 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 32.8 7.6% 2 +0.0 pp +7.6 pp +7.6 pp +7.6 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 32.0 7.9% 2 -0.0 pp +7.9 pp +7.9 pp +7.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 31.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 30.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 29.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 29.9 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 29.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 28.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 27.5 7.8% 2 +0.3 pp +7.8 pp +7.8 pp +7.8 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 27.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 26.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 23.5 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 23.1 8.7% 2 +0.5 pp +8.7 pp +8.7 pp +8.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 23.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 23.0 8.2% 2 +0.7 pp +8.2 pp +8.2 pp +8.2 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 22.8 6.1% 3 +0.1 pp +0.7 pp +6.1 pp +6.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 22.0 4.1% 2 +0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 21.8 14.4% 2 +0.8 pp +14.4 pp +14.4 pp +14.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 21.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 20.3 12.0% 2 -3.1 pp +12.0 pp +12.0 pp +12.0 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 19.9 4.4% 2 +0.1 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 19.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 19.5 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 17.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 17.4 8.3% 2 +0.1 pp +8.3 pp +8.3 pp +8.3 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 17.1 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 17.1 10.4% 2 -0.5 pp +10.4 pp +10.4 pp +10.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 16.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 16.5 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 16.4 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 15.9 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 15.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 15.0 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 14.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 14.2 5.7% 2 +3.8 pp +5.7 pp +5.7 pp +5.7 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 14.0 4.9% 2 +1.1 pp +4.9 pp +4.9 pp +4.9 pp
☆McAdam, LLC CIK 0001695490 0.802 516 14.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Family Manage LLC CIK 0001539947 0.277 323 13.9 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 13.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 12.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 12.4 2.4% 3 -0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆Argent Trust Co CIK 0001625292 0.533 769 11.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 11.8 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 11.7 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 11.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 11.3 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 10.9 1.2% 2 +1.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 10.8 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 10.5 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 10.5 3.0% 2 +2.6 pp +3.0 pp +3.0 pp +3.0 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 10.3 4.6% 2 -0.4 pp +4.6 pp +4.6 pp +4.6 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 10.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 10.2 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 10.1 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 10.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 9.6 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 9.3 3.1% 2 +1.7 pp +3.1 pp +3.1 pp +3.1 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 8.9 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 8.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 8.8 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 8.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 8.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Processus Wealth & Capital Management, LLC CIK 0002014209 0.449 35 8.4 6.0% 2 -0.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 8.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 8.2 2.8% 1 +2.8 pp -0.3 pp +2.8 pp +2.8 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 8.1 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 8.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 7.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 7.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 7.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 6.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 6.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 6.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 6.2 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 6.2 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 6.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 6.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 5.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 5.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 5.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 5.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 5.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 5.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 5.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 5.3 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 4.8 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 4.6 2.3% 2 -0.6 pp +2.3 pp +2.3 pp +2.3 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 3.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 3.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 3.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 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
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 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 (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