Signals

← Signals

☆IXUS

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

Flow ranking

Rank#119
Score / z1.663 / 2.11
Consensus299.36 over 554 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 22,771.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,730.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 891.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 641.6 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 567.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 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 560.6 0.0% 3 +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 554.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 524.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 496.2 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 467.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 429.0 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 397.3 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 268.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 262.5 25.3% 1 +25.3 pp +25.3 pp +25.3 pp +25.3 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 222.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 201.4 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 186.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 179.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 171.0 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 169.3 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 164.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 151.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 136.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 135.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 132.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 131.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 130.6 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 127.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 121.4 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 119.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 118.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 117.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 93.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 87.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 87.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 83.4 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 79.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 76.4 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 74.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 73.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 71.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 68.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 65.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 62.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 59.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 54.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 53.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 51.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 49.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 47.8 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 47.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 45.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 42.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 42.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 40.4 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 40.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 40.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 39.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 36.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 36.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 35.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 34.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 34.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 33.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 32.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 32.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 31.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 30.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 27.7 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 24.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 23.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 22.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 22.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 21.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 21.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 19.2 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 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 18.0 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 17.7 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 17.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 17.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 16.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 16.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 16.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 16.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 15.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 15.7 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 15.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Manuka Financial, LLC CIK 0002049064 0.636 55 15.1 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 15.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 14.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 14.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 14.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 14.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 14.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 13.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 13.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 12.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 12.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 12.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 12.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patrick Mauro Investment Advisor, INC. CIK 0001953787 0.308 38 12.2 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 12.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 12.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 11.9 6.3% 2 -0.7 pp +6.3 pp +6.3 pp +6.3 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 11.8 3.9% 3 +1.1 pp +3.5 pp +3.9 pp +3.9 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 11.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 11.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 11.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 11.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 10.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 10.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 9.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆SWMG, LLC CIK 0001839255 0.473 100 9.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 9.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 9.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 9.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 9.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 9.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 9.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 8.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 8.6 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 8.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 8.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 7.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 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
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 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
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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 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 (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