Signals

← Signals

☆IWY

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

Flow ranking

Rank#24766
Score / z-0.280 / -0.36
Consensus231.53 over 427 funds
Momentum-0.14 =

Price & positioning

226 cached closes, trailing year
Drawdown-4%
Short interest-17% / 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 1,388.4 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1,056.4 5.1% 5 -1.5 pp +0.4 pp +0.2 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,024.7 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 995.5 14.9% 5 +12.2 pp +9.5 pp +9.4 pp +11.5 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 979.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 682.6 0.2% 5 -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 393.4 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 288.4 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 240.7 0.3% 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 224.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 198.9 0.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 180.9 0.2% 6 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Boulay Financial Advisors, LLC CIK 0002056342 0.928 6 179.3 16.6% 5 -0.8 pp -2.6 pp -5.4 pp -12.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 172.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 163.0 2.7% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 131.7 13.8% 5 -0.3 pp -1.8 pp -2.8 pp -3.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 128.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 123.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 119.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 116.9 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 116.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 111.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 104.8 2.3% 5 +0.1 pp -0.1 pp +0.6 pp +0.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 90.3 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 86.1 27.5% 7 +0.8 pp -1.0 pp -1.4 pp +1.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 85.5 5.4% 5 +0.9 pp +0.4 pp +0.6 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 78.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 74.3 3.2% 5 +0.1 pp -0.3 pp -0.3 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 71.6 2.7% 5 -0.5 pp +0.2 pp +0.5 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 69.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 66.0 6.5% 5 -1.2 pp -1.6 pp -1.8 pp -2.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 60.7 10.2% 5 +0.5 pp -1.5 pp -1.6 pp -1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 60.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 59.8 9.7% 5 +0.8 pp -0.1 pp -0.4 pp -0.4 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 59.0 2.0% 5 +0.1 pp -0.1 pp -0.4 pp -0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 56.5 3.3% 5 +0.2 pp -0.6 pp -0.6 pp -0.6 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 52.7 13.5% 5 +1.5 pp +0.2 pp +3.0 pp +2.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 51.1 3.4% 5 +0.1 pp +0.4 pp +0.7 pp +0.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 50.1 0.8% 1 +0.8 pp +0.0 pp -0.1 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 44.7 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 44.4 0.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 43.4 2.7% 6 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 41.9 8.2% 5 +0.0 pp +0.5 pp +0.3 pp +0.2 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 40.9 10.9% 5 +1.1 pp +1.3 pp +3.1 pp +3.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 40.6 1.1% 5 +0.0 pp +0.4 pp +0.7 pp +0.6 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 39.9 2.7% 5 +0.3 pp +0.1 pp +0.0 pp +0.1 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 39.2 0.7% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 39.1 0.5% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 38.4 7.6% 5 -0.1 pp -1.4 pp -1.4 pp -2.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 37.1 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 35.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 34.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 33.8 6.8% 5 +0.2 pp -0.3 pp -0.8 pp -0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 33.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 33.4 12.5% 5 +1.1 pp +0.5 pp +3.8 pp +4.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 33.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 28.9 1.9% 5 +0.2 pp -0.0 pp -0.1 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 28.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 26.4 7.9% 5 +0.6 pp -0.0 pp -0.3 pp +0.3 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 26.3 4.2% 5 +0.4 pp +0.2 pp -0.2 pp -0.1 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 26.1 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 25.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 24.9 6.3% 6 -0.9 pp +0.1 pp +0.1 pp +0.2 pp
☆Investors Research Corp CIK 0001730630 0.347 805 23.7 4.2% 5 +0.3 pp +0.1 pp +0.2 pp +0.5 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 23.4 2.6% 3 +0.2 pp +0.2 pp +2.6 pp +2.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 22.6 0.3% 5 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 22.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 20.7 10.6% 2 +1.7 pp +10.6 pp +10.6 pp +10.6 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 20.2 11.1% 5 +0.5 pp -2.5 pp -3.3 pp -2.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 20.1 2.6% 5 +0.4 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 19.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 19.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 19.1 0.6% 5 -0.3 pp -0.3 pp -0.2 pp -0.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 19.1 1.5% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 18.8 7.3% 5 +0.2 pp -0.7 pp -1.0 pp -0.9 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 18.7 6.7% 3 -2.9 pp -2.8 pp +6.7 pp +6.7 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 17.6 5.6% 5 +0.1 pp -0.6 pp -0.8 pp -0.7 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 17.4 0.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 17.3 3.8% 5 -0.0 pp +0.0 pp +0.7 pp +3.3 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 17.0 5.7% 5 +0.3 pp +0.3 pp +0.8 pp +1.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 16.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 15.8 2.4% 6 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 15.5 8.0% 5 +0.9 pp +0.7 pp +7.3 pp -0.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 15.0 0.1% 5 -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 14.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 14.4 5.6% 5 +3.9 pp +2.1 pp -0.1 pp +3.7 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 14.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 14.3 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 14.0 4.3% 5 -0.2 pp -0.8 pp -1.1 pp -1.2 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 13.9 3.1% 5 +0.4 pp +0.3 pp +0.3 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 13.1 0.2% 5 -0.1 pp -0.1 pp -0.3 pp +0.1 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 12.5 4.3% 5 +0.3 pp +0.2 pp -0.1 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 12.5 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 12.3 3.0% 5 +0.2 pp -0.0 pp -0.2 pp -0.1 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 12.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 12.0 0.3% 5 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 12.0 4.3% 5 +0.4 pp +0.4 pp +0.3 pp +0.5 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 11.9 1.2% 4 +0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 11.7 2.2% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 11.4 2.8% 5 +0.0 pp -0.5 pp -0.7 pp -0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 10.2 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 10.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.9 0.2% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.492 587 9.7 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆Family Manage LLC CIK 0001539947 0.278 323 9.6 1.0% 5 -0.0 pp -0.8 pp -0.9 pp -0.6 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 9.5 3.0% 5 -0.2 pp -0.5 pp -0.7 pp -0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 9.4 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 9.4 0.8% 5 +0.3 pp -0.0 pp -0.0 pp +0.1 pp
☆MATTERS CAPITAL LLC CIK 0002110838 0.153 75 9.2 6.4% 2 -0.5 pp +6.4 pp +6.4 pp +6.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 9.1 0.8% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Processus Wealth & Capital Management, LLC CIK 0002014209 0.449 35 9.0 5.3% 5 -0.1 pp -0.5 pp -0.8 pp -0.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 8.8 5.0% 3 +1.1 pp -1.8 pp +5.0 pp +5.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 8.7 3.0% 4 +0.2 pp +0.2 pp +0.2 pp +3.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 8.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 8.5 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 8.3 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.2 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 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 8.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 7.9 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 7.9 3.1% 5 -0.4 pp -1.5 pp -1.5 pp -1.8 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 7.5 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 7.3 2.7% 4 -0.2 pp -0.4 pp -0.8 pp +2.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 6.7 3.0% 5 +0.2 pp -0.2 pp -0.3 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 6.7 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 6.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 6.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 6.2 3.9% 5 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 6.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 6.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 5.8 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 5.8 1.3% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 5.5 0.3% 3 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRANVILLE CAPITAL, INC. CIK 0001404784 0.710 86 5.4 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 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 -0.3 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -10.7 pp -11.5 pp -12.0 pp -15.2 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -2.6 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 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 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 (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