Signals

← Signals

☆IXUS

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

Flow ranking

Rank#580
Score / z0.265 / 0.37
Consensus334.36 over 617 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 24,577.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,976.9 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 993.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 957.6 1.1% 3 +0.3 pp +0.5 pp +1.1 pp +1.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 909.8 1.7% 3 +0.3 pp +0.7 pp +1.7 pp +1.7 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 839.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 695.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 664.3 4.1% 3 +0.0 pp +0.1 pp +4.1 pp +4.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 563.8 0.6% 4 -0.3 pp -0.4 pp -0.4 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 492.2 2.8% 4 -0.2 pp -0.2 pp +0.0 pp +2.8 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 442.4 9.0% 3 +0.2 pp +0.2 pp +9.0 pp +9.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 365.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 289.6 8.6% 3 -2.3 pp -4.4 pp +8.6 pp +8.6 pp
☆AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 282.8 24.6% 3 -0.8 pp -0.7 pp +24.6 pp +24.6 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 242.2 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 233.1 9.2% 3 +0.3 pp +0.4 pp +9.2 pp +9.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 220.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 209.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 175.0 7.3% 3 +0.3 pp +1.4 pp +7.3 pp +7.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 174.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 173.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 173.0 5.7% 3 +0.6 pp -0.1 pp +5.7 pp +5.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 160.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 157.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 154.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 148.3 10.3% 3 +0.1 pp +0.2 pp +10.3 pp +10.3 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 139.5 1.4% 3 -3.3 pp -5.6 pp +1.4 pp +1.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 136.4 3.2% 3 +0.1 pp +0.1 pp +3.2 pp +3.2 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 135.1 9.6% 3 +0.0 pp -0.1 pp +9.6 pp +9.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 133.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 125.8 4.4% 3 +0.5 pp +1.0 pp +4.4 pp +4.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 124.3 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 124.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 115.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 114.3 0.8% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 109.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 100.2 5.0% 3 +0.0 pp +0.0 pp +5.0 pp +5.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 97.8 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 95.5 9.1% 3 +0.3 pp +0.1 pp +9.1 pp +9.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 92.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 77.6 4.1% 3 +0.0 pp +0.0 pp +4.1 pp +4.1 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 75.6 3.7% 3 -0.1 pp -1.6 pp +3.7 pp +3.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 73.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 68.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 67.3 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 66.2 1.5% 3 -0.6 pp -0.6 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 65.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 65.0 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 63.8 3.7% 3 -0.0 pp -0.0 pp +3.7 pp +3.7 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 60.4 6.1% 3 +0.2 pp +0.4 pp +6.1 pp +6.1 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 59.7 2.9% 3 +0.2 pp +0.3 pp +2.9 pp +2.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 54.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 52.7 18.8% 3 +0.4 pp +0.6 pp +18.8 pp +18.8 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 51.1 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 50.2 0.7% 3 +0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 46.8 2.1% 3 -0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 46.4 11.7% 3 +0.3 pp +0.8 pp +11.7 pp +11.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 44.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 42.6 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 42.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 41.1 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 40.3 2.6% 3 -0.1 pp -0.3 pp +2.6 pp +2.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 40.2 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 40.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 39.0 0.3% 1 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 37.6 8.6% 3 +0.0 pp -0.1 pp +8.6 pp +8.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 37.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 36.0 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 35.1 2.7% 3 -0.1 pp -0.2 pp +2.7 pp +2.7 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 34.7 5.8% 3 +1.0 pp +1.7 pp +5.8 pp +5.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 33.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 33.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 32.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 32.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 31.2 10.4% 3 +0.1 pp +0.2 pp +10.4 pp +10.4 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 28.8 4.8% 2 -1.4 pp +4.8 pp +4.8 pp +4.8 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 27.8 4.3% 3 +0.2 pp +0.3 pp +4.3 pp +4.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 27.7 0.3% 3 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 27.3 3.8% 3 +0.4 pp +0.6 pp +3.8 pp +3.8 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 27.0 5.5% 3 -0.0 pp -0.1 pp +5.5 pp +5.5 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 26.7 2.7% 3 +0.6 pp +0.8 pp +2.7 pp +2.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 25.4 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 24.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 24.0 2.5% 3 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 20.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 20.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 20.3 3.6% 3 -0.5 pp -0.5 pp +3.6 pp +3.6 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 20.3 3.1% 3 +0.0 pp +0.2 pp +3.1 pp +3.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 20.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 20.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 19.8 11.8% 3 +0.2 pp +0.3 pp +11.8 pp +11.8 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 19.1 12.7% 3 +0.1 pp -0.1 pp +12.7 pp +12.7 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 18.6 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 18.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CADINHA & CO LLC CIK 0000923469 0.357 107 18.2 2.8% 3 +2.3 pp +2.4 pp +2.8 pp +2.8 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 17.9 2.5% 3 +0.0 pp +0.0 pp +2.5 pp +2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 17.6 8.1% 3 +0.5 pp +0.7 pp +8.1 pp +8.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 17.5 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 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 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 17.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 17.2 8.6% 1 +8.6 pp -0.5 pp +8.6 pp +8.6 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 17.2 2.0% 3 -0.1 pp -0.3 pp +2.0 pp +2.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 17.0 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 16.4 4.9% 5 +0.3 pp +0.9 pp +2.0 pp +4.4 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 16.0 3.4% 3 +0.7 pp +1.7 pp +3.4 pp +3.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 15.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 15.9 2.2% 3 -0.2 pp -0.2 pp +2.2 pp +2.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 15.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Patrick Mauro Investment Advisor, INC. CIK 0001953787 0.308 38 15.5 8.1% 3 +0.5 pp +1.2 pp +8.1 pp +8.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 15.4 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 15.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 15.0 1.8% 3 +0.2 pp +0.1 pp +1.8 pp +1.8 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 14.3 5.3% 3 +0.0 pp +0.0 pp +5.3 pp +5.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 13.9 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 13.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 13.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 13.4 7.6% 3 +0.1 pp +0.5 pp +7.6 pp +7.6 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 13.3 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 13.1 4.5% 3 -0.4 pp -0.4 pp +4.5 pp +4.5 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 13.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 12.5 2.7% 3 +2.1 pp +2.6 pp +2.7 pp +2.7 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 12.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 12.0 4.9% 3 -0.5 pp -1.2 pp +4.9 pp +4.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 11.5 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 11.4 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 11.4 5.1% 3 +0.2 pp +0.2 pp +5.1 pp +5.1 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 11.2 5.1% 3 -0.4 pp -0.6 pp +5.1 pp +5.1 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 11.1 3.4% 3 +0.1 pp -0.0 pp +3.4 pp +3.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 11.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 10.7 2.4% 3 +0.1 pp +0.3 pp +2.4 pp +2.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 10.4 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 10.3 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 9.7 2.4% 3 -0.3 pp -0.2 pp +2.4 pp +2.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.7 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 9.5 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 9.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 9.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 9.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 +0.0 pp -1.9 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
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 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
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -1.1 pp -1.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -7.4 pp -7.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.0 0.0% 0 -0.1 pp -0.1 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 IXUS). Qtrs Held counts distinct quarters this fund has actually held IXUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IXUS position size. Δ columns are the percentage-point change in IXUS'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