Signals

← Signals

☆IWY

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

Flow ranking

Rank#22886
Score / z-1.335 / -1.91
Consensus196.17 over 377 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-21% / 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 1,627.9 3.9% 3 -0.0 pp -0.0 pp +3.9 pp +3.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1,316.7 4.6% 3 -0.2 pp +0.1 pp +4.6 pp +4.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 981.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 662.1 0.2% 3 -0.0 pp +0.0 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 586.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 406.0 0.5% 3 -0.0 pp -0.0 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 366.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 260.1 5.4% 3 -0.0 pp +2.0 pp +5.4 pp +5.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 243.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 199.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 176.7 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Boulay Financial Advisors, LLC CIK 0002056342 0.928 6 163.2 19.2% 3 -2.8 pp -10.2 pp +19.2 pp +19.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 149.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 144.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 142.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 139.9 2.6% 3 +0.0 pp -0.0 pp +2.6 pp +2.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 127.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 124.2 15.6% 3 -1.0 pp -1.9 pp +15.6 pp +15.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 115.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 111.9 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 105.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 103.7 2.4% 3 +0.7 pp +0.8 pp +2.4 pp +2.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 99.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 83.8 4.9% 3 +0.2 pp +0.7 pp +4.9 pp +4.9 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 81.4 28.5% 5 -0.5 pp +2.0 pp +4.0 pp +2.1 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 75.6 28.8% 1 +28.8 pp +28.8 pp +28.8 pp +28.8 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 74.6 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 72.8 3.5% 3 -0.0 pp +0.3 pp +3.5 pp +3.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 70.1 8.1% 3 -0.2 pp -0.4 pp +8.1 pp +8.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 69.3 11.7% 3 -0.1 pp +0.2 pp +11.7 pp +11.7 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 68.8 9.8% 3 -0.3 pp -0.2 pp +9.8 pp +9.8 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 55.7 2.1% 3 -0.2 pp +0.1 pp +2.1 pp +2.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 55.6 2.5% 3 +0.2 pp +1.6 pp +2.5 pp +2.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 51.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 45.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 45.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 44.6 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 43.0 9.0% 3 +0.0 pp -0.6 pp +9.0 pp +9.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 42.8 13.2% 3 +2.8 pp +2.3 pp +13.2 pp +13.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 42.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 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
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 38.6 3.0% 3 +0.3 pp +0.4 pp +3.0 pp +3.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 37.8 3.0% 4 +0.1 pp +0.2 pp +0.5 pp +3.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 35.7 2.5% 3 -0.1 pp -0.0 pp +2.5 pp +2.5 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 32.7 7.2% 3 -0.4 pp -0.4 pp +7.2 pp +7.2 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 32.4 7.6% 3 -0.3 pp -0.3 pp +7.6 pp +7.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 30.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 30.4 12.0% 3 +3.3 pp +3.8 pp +12.0 pp +12.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 30.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 30.3 9.6% 3 +1.8 pp +2.1 pp +9.6 pp +9.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 28.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 28.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 27.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 24.4 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 23.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 23.4 0.7% 3 +0.3 pp +0.2 pp +0.7 pp +0.7 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 23.2 6.1% 4 -0.0 pp +0.1 pp +0.7 pp +6.1 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 23.1 7.9% 3 -0.3 pp +0.4 pp +7.9 pp +7.9 pp
☆Investors Research Corp CIK 0001730630 0.347 805 22.8 4.2% 3 +0.1 pp +0.4 pp +4.2 pp +4.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 21.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 21.1 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 21.0 13.6% 3 -0.8 pp +0.0 pp +13.6 pp +13.6 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 20.5 11.5% 3 -0.5 pp -3.7 pp +11.5 pp +11.5 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 19.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 19.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 19.3 4.0% 3 -0.4 pp -0.4 pp +4.0 pp +4.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 18.6 0.3% 3 -0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 18.0 8.0% 3 -0.3 pp -0.2 pp +8.0 pp +8.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 17.2 3.4% 3 -0.1 pp +0.1 pp +3.4 pp +3.4 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 17.2 6.2% 3 -0.2 pp -0.1 pp +6.2 pp +6.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 16.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 16.7 1.5% 3 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 16.5 1.0% 3 +0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 16.1 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 15.9 2.4% 3 -0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 15.3 5.4% 3 +0.5 pp +1.6 pp +5.4 pp +5.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 14.7 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 14.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 14.2 7.2% 3 +6.6 pp -1.2 pp +7.2 pp +7.2 pp
☆Family Manage LLC CIK 0001539947 0.277 323 13.9 1.8% 3 -0.2 pp +0.1 pp +1.8 pp +1.8 pp
☆McAdam, LLC CIK 0001695490 0.802 516 13.7 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 13.6 3.7% 3 +0.7 pp +3.3 pp +3.7 pp +3.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 13.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 13.3 2.5% 4 +0.0 pp +0.0 pp +0.1 pp +2.5 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 11.7 3.3% 3 -0.2 pp -0.1 pp +3.3 pp +3.3 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 11.5 6.8% 3 +1.2 pp +1.2 pp +6.8 pp +6.8 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 11.5 5.1% 3 -0.3 pp -0.5 pp +5.1 pp +5.1 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 11.4 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 11.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.2 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 10.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 10.9 3.1% 3 -0.2 pp -0.1 pp +3.1 pp +3.1 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 10.7 4.6% 3 +0.1 pp -0.3 pp +4.6 pp +4.6 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 10.6 2.8% 3 +0.0 pp +0.2 pp +2.8 pp +2.8 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 10.4 4.1% 3 -0.3 pp -0.1 pp +4.1 pp +4.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 10.3 3.2% 3 +0.0 pp +1.7 pp +3.2 pp +3.2 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 10.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 9.1 3.9% 3 -0.1 pp +0.1 pp +3.9 pp +3.9 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 8.9 3.6% 3 -0.1 pp -0.1 pp +3.6 pp +3.6 pp
☆Processus Wealth & Capital Management, LLC CIK 0002014209 0.449 35 8.8 5.8% 3 -0.2 pp -0.3 pp +5.8 pp +5.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 8.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 8.6 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 8.6 3.5% 3 -2.2 pp +1.7 pp +3.5 pp +3.5 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 8.4 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 8.4 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 8.3 2.8% 2 -0.0 pp +2.8 pp -0.3 pp +2.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 8.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 7.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 7.8 0.3% 3 +0.2 pp +0.0 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 7.4 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.4 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 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 6.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 6.8 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 6.8 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 6.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 6.4 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 6.3 3.3% 3 -0.1 pp +0.2 pp +3.3 pp +3.3 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 6.3 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 6.2 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 6.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 5.9 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 5.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 5.9 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.8 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 5.8 3.9% 3 +0.5 pp +0.5 pp +3.9 pp +3.9 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.7 0.2% 3 -0.3 pp -0.3 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 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 5.6 2.5% 3 +0.0 pp +0.1 pp +2.5 pp +2.5 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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 (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