Signals

← Signals

☆IXUS

1107 in-universe funds with a nonzero position in IXUS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#143
Score / z1.673 / 1.50
Consensus370.45 over 673 funds
Momentumno 12m return

Price & positioning

227 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 24,125.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2,087.4 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 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 1,149.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,019.2 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 943.7 1.7% 4 -0.1 pp +0.2 pp +0.6 pp +1.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 843.9 1.0% 4 -0.1 pp +0.2 pp +0.4 pp +1.0 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 759.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 672.6 4.1% 4 +0.0 pp +0.1 pp +0.1 pp +4.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 606.2 0.7% 5 +0.0 pp -0.2 pp -0.4 pp -0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 524.1 2.9% 5 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 464.2 9.5% 4 +0.5 pp +0.7 pp +0.7 pp +9.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 389.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 289.5 24.9% 4 +0.3 pp -0.5 pp -0.5 pp +24.9 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 273.9 9.6% 4 +1.0 pp -1.3 pp -3.4 pp +9.6 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 257.8 1.6% 4 +0.1 pp +0.1 pp +0.0 pp +1.6 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 251.1 9.8% 4 +0.6 pp +0.9 pp +1.0 pp +9.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 213.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 213.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 202.0 6.2% 4 +0.5 pp +1.1 pp +0.4 pp +6.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 198.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 184.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 181.0 0.2% 4 +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 171.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 160.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 153.2 10.4% 4 +0.1 pp +0.2 pp +0.2 pp +10.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 149.2 3.2% 4 +0.0 pp +0.1 pp +0.2 pp +3.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 145.0 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 137.4 10.0% 4 +0.4 pp +0.4 pp +0.3 pp +10.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 136.6 4.4% 4 -0.0 pp +0.5 pp +1.0 pp +4.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 130.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 123.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 122.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 115.9 1.0% 6 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 100.8 1.2% 4 -0.0 pp -0.1 pp +0.0 pp +1.2 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 100.3 5.3% 4 +0.3 pp +0.4 pp +0.3 pp +5.3 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 98.0 9.3% 4 +0.2 pp +0.6 pp +0.3 pp +9.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 91.0 0.8% 4 +0.5 pp +0.5 pp +0.8 pp +0.8 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 88.5 8.4% 4 +2.4 pp +2.6 pp +2.8 pp +8.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 83.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 78.5 4.2% 4 +0.1 pp +0.1 pp +0.1 pp +4.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 76.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 76.4 1.8% 4 +0.3 pp -0.2 pp -0.2 pp +1.8 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 73.3 3.6% 4 -0.1 pp -0.2 pp -1.7 pp +3.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 72.4 0.6% 4 +0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 65.2 1.2% 4 +0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 64.1 3.7% 4 +0.1 pp +0.0 pp +0.0 pp +3.7 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 63.7 3.2% 4 +0.2 pp +0.4 pp +0.5 pp +3.2 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 59.1 2.1% 4 +0.2 pp +0.3 pp +0.3 pp +2.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 57.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 54.1 19.2% 4 +0.5 pp +0.9 pp +1.1 pp +19.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 50.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 47.9 8.5% 3 +3.6 pp +2.3 pp +8.5 pp +8.5 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 47.5 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 46.9 11.9% 4 +0.2 pp +0.5 pp +1.0 pp +11.9 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 46.2 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 45.2 1.9% 4 +0.2 pp +0.3 pp +0.4 pp +1.9 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 43.2 8.5% 4 +2.7 pp +3.6 pp +4.4 pp +8.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 42.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 41.3 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 40.7 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 40.1 0.9% 4 -0.1 pp -0.1 pp +0.0 pp +0.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 40.0 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 37.5 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 37.1 9.0% 4 +0.4 pp +0.4 pp +0.3 pp +9.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 36.9 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 33.9 2.6% 4 -0.1 pp -0.2 pp -0.3 pp +2.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 33.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 32.3 3.2% 4 +0.5 pp +1.1 pp +1.3 pp +3.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 31.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 31.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 28.9 0.7% 4 +0.0 pp -0.2 pp -0.1 pp +0.7 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 28.8 4.0% 4 +0.2 pp +0.6 pp +0.8 pp +4.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 27.6 2.0% 4 -0.6 pp -0.7 pp -0.9 pp +2.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 24.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 23.5 2.4% 4 -0.1 pp -0.2 pp -0.3 pp +2.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 23.1 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 23.0 4.2% 4 +0.5 pp +0.1 pp +0.0 pp +4.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 22.4 3.4% 4 +0.3 pp +0.4 pp +0.5 pp +3.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 22.1 0.2% 2 -0.1 pp +0.2 pp -0.1 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 21.1 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 20.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 20.3 11.8% 4 +0.0 pp +0.2 pp +0.3 pp +11.8 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 19.9 9.3% 4 +1.2 pp +1.8 pp +2.0 pp +9.3 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 19.6 13.4% 4 +0.7 pp +0.8 pp +0.6 pp +13.4 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 19.4 4.2% 4 +1.5 pp +3.5 pp +4.1 pp +4.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 19.3 2.1% 4 +0.2 pp +0.1 pp -0.1 pp +2.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 18.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tide Cove Capital Partners LLC CIK 0002029464 0.853 13 18.5 12.6% 2 +12.2 pp +12.6 pp +12.6 pp +12.6 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 18.4 2.7% 4 +0.2 pp +0.2 pp +0.2 pp +2.7 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 18.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 18.3 9.1% 2 +0.4 pp +9.1 pp -0.0 pp +9.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.0 0.2% 4 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 17.9 6.2% 4 -4.2 pp -4.1 pp -4.0 pp +6.2 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 17.5 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 17.3 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Patrick Mauro Investment Advisor, INC. CIK 0001953787 0.308 38 17.3 8.7% 4 +0.6 pp +1.1 pp +1.8 pp +8.7 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 17.2 2.4% 4 -0.1 pp +0.1 pp +0.1 pp +2.4 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 17.0 5.0% 6 +0.2 pp +0.4 pp +1.1 pp +2.2 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 16.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 16.1 2.2% 4 +0.0 pp -0.1 pp -0.2 pp +2.2 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 16.0 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 15.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 15.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 15.6 5.7% 4 +0.4 pp +0.5 pp +0.5 pp +5.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 15.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 15.5 1.7% 4 +1.7 pp +1.6 pp +1.6 pp +1.7 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 15.5 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 15.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 14.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 14.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 13.9 1.2% 4 +0.0 pp +0.0 pp -0.1 pp +1.2 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 13.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 13.7 7.6% 4 +0.0 pp +0.1 pp +0.5 pp +7.6 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 13.6 1.2% 4 -0.0 pp +0.0 pp -0.0 pp +1.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ES4, LLC CIK 0002095578 0.524 32 12.4 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 12.4 5.1% 4 +0.2 pp -0.3 pp -1.1 pp +5.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 12.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 12.0 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 12.0 1.7% 4 +0.1 pp +0.2 pp +0.3 pp +1.7 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 11.8 3.9% 4 -0.5 pp -0.9 pp -1.0 pp +3.9 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 11.5 5.0% 4 -0.1 pp -0.4 pp -0.6 pp +5.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 11.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 11.2 5.3% 4 +0.2 pp +0.4 pp +0.4 pp +5.3 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 11.2 2.5% 4 +0.1 pp +0.1 pp +0.4 pp +2.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 11.0 4.2% 4 +1.3 pp +2.0 pp +3.3 pp +4.2 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 10.9 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 10.9 3.4% 4 -0.0 pp +0.1 pp -0.0 pp +3.4 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 10.7 2.6% 4 +0.2 pp -0.1 pp -0.0 pp +2.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 10.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 10.3 0.6% 4 +0.0 pp +0.0 pp +0.2 pp +0.6 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 10.1 0.4% 4 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 9.8 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 9.8 2.0% 4 +0.1 pp -0.0 pp -0.1 pp +2.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.1 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 9.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -7.4 pp -7.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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