Signals

IYW

1334 in-universe funds with a nonzero position in IYW within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#487
Score / z0.333 / 0.46
Consensus339.54 over 655 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+5% / 1.9d

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 1,152.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 869.5 12.8% 3 +0.1 pp -2.7 pp +12.8 pp +12.8 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 805.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 717.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 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 711.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 403.9 0.1% 3 -0.0 pp -0.4 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 364.0 0.1% 3 +0.0 pp +0.0 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 309.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 294.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 207.3 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 196.9 1.9% 3 -1.0 pp -1.2 pp +1.9 pp +1.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 191.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 183.4 3.0% 3 -0.1 pp +0.1 pp +3.0 pp +3.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 177.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 148.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 143.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 131.2 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 117.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 113.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 100.5 1.8% 3 -0.2 pp -0.1 pp +1.8 pp +1.8 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 89.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 79.5 9.2% 3 -0.1 pp +1.3 pp +9.2 pp +9.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 74.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 69.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 67.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 64.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 63.6 0.4% 3 +0.2 pp -0.1 pp +0.4 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 62.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 61.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 56.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 50.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parker Investment Management, LLC CIK 0001672070 0.639 39 50.0 7.1% 3 -5.4 pp -11.5 pp +7.1 pp +7.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 48.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 47.6 8.3% 3 +0.3 pp -0.1 pp +8.3 pp +8.3 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 44.7 0.4% 3 -0.2 pp -0.7 pp +0.4 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 41.8 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 41.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 40.7 4.2% 3 -0.0 pp +0.1 pp +4.2 pp +4.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 36.5 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 36.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 36.2 2.3% 3 +0.0 pp -0.1 pp +2.3 pp +2.3 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 34.0 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
Creative Planning CIK 0001540235 0.979 4196 31.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 30.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 30.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 29.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
COMMERCE BANK CIK 0001009076 0.853 1332 29.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 28.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 26.7 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 24.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 23.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 22.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 22.2 2.6% 3 -0.1 pp +0.0 pp +2.6 pp +2.6 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 22.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 21.4 2.3% 3 -0.1 pp -0.2 pp +2.3 pp +2.3 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 21.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 20.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 20.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 20.1 1.6% 3 -0.4 pp -0.9 pp +1.6 pp +1.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 20.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 19.3 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 19.3 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 18.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 18.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 18.0 8.9% 3 -0.0 pp +0.1 pp +8.9 pp +8.9 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 17.7 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 17.0 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HC Advisors, LLC CIK 0001803295 0.581 62 16.6 11.5% 3 +0.1 pp +1.5 pp +11.5 pp +11.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 16.5 0.1% 3 +0.0 pp -0.4 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 16.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 14.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.5 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 14.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 14.0 5.3% 2 +0.2 pp +5.3 pp +5.3 pp +5.3 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 13.8 1.5% 3 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 13.8 2.6% 3 -0.2 pp -0.8 pp +2.6 pp +2.6 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 13.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 12.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 12.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 12.4 1.8% 3 -0.2 pp -0.1 pp +1.8 pp +1.8 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 12.3 6.1% 3 -0.3 pp -0.4 pp +6.1 pp +6.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 12.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Finley Financial, LLC CIK 0002047823 0.690 110 12.2 5.6% 3 +0.1 pp +0.4 pp +5.6 pp +5.6 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 12.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 11.8 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 11.7 4.2% 3 -0.2 pp -0.2 pp +4.2 pp +4.2 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
CPR Investments Inc. CIK 0001775053 0.174 55 11.5 7.7% 3 -0.3 pp -0.7 pp +7.7 pp +7.7 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 11.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 11.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 11.1 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 10.9 3.4% 3 -0.0 pp +0.1 pp +3.4 pp +3.4 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 10.9 2.0% 3 +0.0 pp +0.5 pp +2.0 pp +2.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 10.8 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 10.8 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 10.7 2.6% 5 +0.4 pp +0.3 pp +1.4 pp +0.1 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 10.7 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.5 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 10.5 2.8% 3 -0.2 pp -0.1 pp +2.8 pp +2.8 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 10.4 2.8% 3 -1.0 pp -1.0 pp +2.8 pp +2.8 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 10.0 1.7% 2 +1.5 pp +1.7 pp +1.7 pp +1.7 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 9.9 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 9.8 0.9% 2 +0.0 pp +0.9 pp +0.8 pp +0.9 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 9.6 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 9.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Essex LLC CIK 0001889147 0.576 180 9.5 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
Spire Wealth Management CIK 0001858740 0.515 2226 9.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 9.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 9.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
CERTUITY, LLC CIK 0001800752 0.558 672 9.3 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 9.1 6.5% 3 -0.1 pp +1.2 pp +6.5 pp +6.5 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 9.0 1.1% 3 -0.0 pp -0.8 pp +1.1 pp +1.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 8.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.9 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 8.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.8 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 8.8 2.4% 3 -0.8 pp -0.8 pp +2.4 pp +2.4 pp
MA Private Wealth CIK 0001767474 0.750 88 8.7 1.5% 3 -2.5 pp -2.3 pp +1.5 pp +1.5 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 8.6 4.1% 3 -0.1 pp +4.0 pp +4.1 pp +4.1 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 8.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.5 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 8.5 1.0% 3 -0.0 pp -0.3 pp +1.0 pp +1.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 8.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 8.4 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 8.3 4.2% 3 +0.1 pp +0.3 pp +4.2 pp +4.2 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 8.2 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.1 0.2% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.0 0.5% 3 +0.0 pp -0.2 pp +0.5 pp +0.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Simmons Bank CIK 0001674486 0.467 369 8.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Summit Financial Consulting LLC CIK 0002065794 0.400 49 7.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 7.6 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 7.5 2.7% 3 -1.0 pp -1.4 pp +2.7 pp +2.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 7.2 0.7% 3 +0.1 pp -1.0 pp +0.7 pp +0.7 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 7.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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InTrack Investment Management Inc CIK 0001847343 0.184 110 0.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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Quantbot Technologies LP CIK 0001512991 0.012 1893 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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HT Partners LLC CIK 0001552999 0.865 53 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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IFG Advisors, LLC CIK 0001783412 0.743 165 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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TFB Advisors LLC CIK 0001965201 0.232 190 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.313 480 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Powell Investment Advisors, LLC CIK 0001802195 0.603 167 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.3 pp -0.5 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -4.8 pp -5.9 pp +0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
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
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 0.0 0.0% 0 +0.0 pp -0.1 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
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.1 pp -0.5 pp +0.0 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.0 0.0% 0 +0.0 pp -0.2 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 (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