Signals

IYW

1267 in-universe funds with a nonzero position in IYW within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24309
Score / z-0.427 / -0.64
Consensus347.47 over 678 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 1,094.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 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 864.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 847.5 12.8% 2 -2.8 pp +12.8 pp +12.8 pp +12.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 705.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 587.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 453.2 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 368.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 315.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 312.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 298.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 218.3 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 177.2 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 174.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 167.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 141.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 118.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 110.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 107.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 105.4 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 91.4 12.5% 2 -6.1 pp +12.5 pp +12.5 pp +12.5 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 83.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 79.8 9.3% 2 +1.4 pp +9.3 pp +9.3 pp +9.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 76.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 75.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 73.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 72.2 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 68.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 62.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 62.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 58.7 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 55.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 52.5 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 52.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 46.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 44.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 42.7 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 41.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 41.8 8.1% 2 -0.4 pp +8.1 pp +8.1 pp +8.1 pp
Apexium Financial, LP CIK 0001765285 0.880 288 40.5 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 39.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 39.2 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 35.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 34.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 33.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 32.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 31.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 29.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 28.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 28.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 26.7 9.5% 2 +0.2 pp +9.5 pp +9.5 pp +9.5 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 26.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 23.9 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 23.5 1.9% 2 -0.6 pp +1.9 pp +1.9 pp +1.9 pp
MA Private Wealth CIK 0001767474 0.750 88 23.4 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 22.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 22.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 21.7 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 21.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 21.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 20.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 20.6 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 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 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 19.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 19.6 1.1% 2 -3.4 pp +1.1 pp +1.1 pp +1.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 18.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 18.1 8.9% 2 +0.1 pp +8.9 pp +8.9 pp +8.9 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 17.6 9.2% 2 +0.3 pp +9.2 pp +9.2 pp +9.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 17.6 0.0% 2 +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 17.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 17.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
HC Advisors, LLC CIK 0001803295 0.581 62 16.2 11.4% 2 +1.4 pp +11.4 pp +11.4 pp +11.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 15.3 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 14.6 2.8% 2 -0.5 pp +2.8 pp +2.8 pp +2.8 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 14.4 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 14.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 13.6 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
&PARTNERS CIK 0000107136 0.806 2509 13.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 13.2 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 12.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 12.9 4.8% 2 -1.2 pp +4.8 pp +4.8 pp +4.8 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 12.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 12.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 12.5 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 12.2 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 12.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Finley Financial, LLC CIK 0002047823 0.690 110 11.9 5.5% 2 +0.4 pp +5.5 pp +5.5 pp +5.5 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 11.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 11.9 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CPR Investments Inc. CIK 0001775053 0.174 55 11.6 8.0% 2 -0.4 pp +8.0 pp +8.0 pp +8.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 11.5 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 11.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 11.4 1.4% 2 +1.2 pp +1.4 pp +1.4 pp +1.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 11.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 11.1 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 10.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 10.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 10.7 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 10.6 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 10.6 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 10.3 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 10.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 10.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.1 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 10.1 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Spire Wealth Management CIK 0001858740 0.515 2226 10.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 9.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 9.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Essex LLC CIK 0001889147 0.576 180 9.4 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 9.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 9.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 9.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 9.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 9.0 6.6% 2 +1.3 pp +6.6 pp +6.6 pp +6.6 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 9.0 0.9% 1 +0.9 pp +0.8 pp +0.9 pp +0.9 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 8.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 8.8 2.2% 4 -0.0 pp +1.0 pp -0.2 pp +2.2 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 8.8 1.1% 2 -0.8 pp +1.1 pp +1.1 pp +1.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 8.7 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KWB Wealth CIK 0001822236 0.453 169 8.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 8.6 4.2% 2 +4.1 pp +4.2 pp +4.2 pp +4.2 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 8.5 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 8.5 3.7% 2 -0.4 pp +3.7 pp +3.7 pp +3.7 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 8.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 8.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 8.0 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.9 0.2% 4 +0.0 pp +0.1 pp -0.0 pp +0.2 pp
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Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -4.1 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.2 pp +0.0 pp -0.3 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 -0.2 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
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.5 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
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 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 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.0 0.0% 0 -0.2 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 IYW). Qtrs Held counts distinct quarters this fund has actually held IYW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IYW position size. Δ columns are the percentage-point change in IYW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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