Signals

IYW

1445 in-universe funds with a nonzero position in IYW within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#517
Score / z0.366 / 0.31
Consensus333.15 over 631 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+2% / 1.0d

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 912.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 824.7 12.9% 4 +0.0 pp +0.1 pp -2.7 pp +12.9 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 618.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 551.6 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 318.8 0.1% 4 -0.0 pp -0.0 pp -0.0 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 273.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 266.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 239.6 0.1% 4 -0.1 pp -0.1 pp -0.4 pp +0.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 182.3 2.8% 4 -0.2 pp -0.3 pp -0.1 pp +2.8 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 177.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 166.9 0.1% 4 -0.2 pp -0.0 pp -0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 161.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 121.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 111.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 108.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 107.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 92.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 89.9 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 71.3 8.8% 4 -0.4 pp -0.5 pp +0.9 pp +8.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 66.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 64.0 0.6% 4 -1.4 pp -2.4 pp -2.5 pp +0.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 63.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 60.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 58.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 58.0 0.4% 4 -0.0 pp +0.2 pp -0.1 pp +0.4 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 56.7 5.2% 4 +1.0 pp +0.9 pp +1.1 pp +5.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 54.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 52.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 47.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 45.9 0.0% 4 -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 44.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 43.3 7.9% 4 -0.4 pp -0.2 pp -0.6 pp +7.9 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 42.0 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 39.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 37.1 5.6% 4 -1.5 pp -6.8 pp -13.0 pp +5.6 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 32.7 2.2% 4 -0.1 pp -0.1 pp -0.2 pp +2.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 32.1 0.3% 4 -0.1 pp -0.3 pp -0.8 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 32.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 30.1 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
Creative Planning CIK 0001540235 0.979 4196 27.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 27.4 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 27.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 26.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 26.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 25.2 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 24.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 21.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.5 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 19.3 2.3% 4 -0.3 pp -0.4 pp -0.3 pp +2.3 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 19.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 18.8 0.3% 4 -1.5 pp -1.7 pp -1.6 pp +0.3 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 18.3 2.1% 4 -0.2 pp -0.4 pp -0.4 pp +2.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 18.1 1.4% 4 -0.1 pp -0.5 pp -1.1 pp +1.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 17.4 0.2% 4 -0.1 pp +0.1 pp -0.0 pp +0.2 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 17.3 1.9% 4 -0.1 pp +0.1 pp +0.1 pp +1.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 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 16.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 16.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 16.3 7.7% 4 -1.2 pp -1.2 pp -1.1 pp +7.7 pp
HC Advisors, LLC CIK 0001803295 0.581 62 16.2 10.8% 4 -0.7 pp -0.5 pp +0.8 pp +10.8 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 16.1 1.3% 4 -0.0 pp -0.1 pp -0.0 pp +1.3 pp
FMR LLC CIK 0000315066 0.989 5571 15.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 15.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 15.4 0.1% 4 -0.0 pp -0.1 pp -0.4 pp +0.1 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 13.9 0.4% 4 -0.1 pp -0.2 pp -0.1 pp +0.4 pp
&PARTNERS CIK 0000107136 0.806 2509 13.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 13.8 0.2% 4 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 13.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 13.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 12.8 2.4% 4 -0.2 pp -0.4 pp -1.0 pp +2.4 pp
CWM, LLC CIK 0001535847 0.788 5645 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 12.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 12.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 11.9 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 11.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 11.6 8.2% 4 +1.7 pp +1.6 pp +2.9 pp +8.2 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 11.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 11.3 5.6% 4 -0.4 pp -0.7 pp -0.8 pp +5.6 pp
Finley Financial, LLC CIK 0002047823 0.690 110 11.2 5.2% 4 -0.3 pp -0.3 pp +0.1 pp +5.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 10.7 1.7% 4 -0.1 pp -0.3 pp -0.2 pp +1.7 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 10.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 10.1 1.9% 4 -0.1 pp -0.1 pp +0.4 pp +1.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 10.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 10.0 3.7% 4 -0.6 pp -0.8 pp -0.8 pp +3.7 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 9.8 1.0% 4 -0.0 pp -0.0 pp +0.0 pp +1.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 9.8 2.1% 4 -0.2 pp -0.2 pp -0.2 pp +2.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Point Wealth Management, LLC CIK 0002106882 0.247 250 9.5 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 9.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 9.3 2.5% 4 -0.3 pp -1.2 pp -1.3 pp +2.5 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 9.0 2.4% 4 -0.4 pp -0.6 pp -0.5 pp +2.4 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 9.0 1.2% 4 -0.1 pp -0.2 pp -0.1 pp +1.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 8.8 2.7% 4 -0.6 pp -0.6 pp -0.5 pp +2.7 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.8 0.2% 4 -0.1 pp -0.2 pp -0.5 pp +0.2 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 8.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Essex LLC CIK 0001889147 0.576 180 8.7 1.5% 4 -0.1 pp -0.2 pp -0.1 pp +1.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 8.3 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
CERTUITY, LLC CIK 0001800752 0.558 672 8.3 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.1 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.9 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MA Private Wealth CIK 0001767474 0.750 88 7.8 1.3% 4 -0.1 pp -2.6 pp -2.4 pp +1.3 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 7.8 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 7.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
TABLEAUX LLC CIK 0002060663 0.396 120 7.6 3.7% 2 -0.9 pp +3.7 pp +3.7 pp -0.4 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.5 0.9% 4 -0.2 pp -0.2 pp -0.9 pp +0.9 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 7.3 1.9% 6 -0.7 pp -0.3 pp -0.4 pp +0.7 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.1 0.4% 4 -0.1 pp -0.0 pp -0.2 pp +0.4 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 7.1 0.8% 4 -0.2 pp -0.2 pp -0.5 pp +0.8 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Simmons Bank CIK 0001674486 0.467 369 7.0 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.0 0.5% 4 -0.0 pp -0.1 pp -0.8 pp +0.5 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Valor Advisors LLC CIK 2108599 0.702 32 6.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 6.5 1.9% 4 -0.5 pp -1.3 pp -1.4 pp +1.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 6.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 6.4 1.7% 4 -0.3 pp -0.3 pp -0.3 pp +1.7 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsman Wealth Management, Inc. CIK 0002066184 0.248 76 6.1 3.4% 4 -0.4 pp +0.1 pp +0.5 pp +3.4 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 6.1 1.0% 4 -0.1 pp -0.1 pp -0.0 pp +1.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 6.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 6.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 5.9 1.7% 4 +0.1 pp +0.4 pp -0.2 pp +1.7 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 5.8 1.3% 4 -0.2 pp -0.6 pp +1.3 pp +1.3 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 5.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 5.7 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.7 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 5.7 2.0% 4 -0.7 pp -1.7 pp -2.1 pp +2.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 5.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.0 0.3% 1 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
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Bison Wealth, LLC CIK 0001845251 0.528 477 1.0 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
Symphony Financial Services, Inc. CIK 0002031979 0.432 105 1.0 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
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Unified Investment Management CIK 0002054855 0.105 141 1.0 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
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Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.9 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
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Tactive Advisors, LLC CIK 0002002409 0.103 282 0.9 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
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Certified Advisory Corp CIK 0001731732 0.386 327 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Cooper Financial Group CIK 0001751581 0.393 448 0.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
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Signet Private Wealth LLC CIK 0002096298 0.127 127 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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Root Financial Partners, LLC CIK 0001977181 0.834 407 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bedminster, LLC CIK 0002087564 0.451 51 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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Hilltop Partners LLC CIK 0001957867 0.083 150 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Schorn Wealth LLC CIK 0001792851 0.656 80 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.7 0.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.7 0.1% 4 -0.0 pp -0.1 pp -0.4 pp +0.1 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
JB Capital LLC CIK 0001879371 0.629 280 0.6 0.0% 4 -0.0 pp -0.0 pp -1.9 pp +0.0 pp
BLVD Private Wealth, LLC CIK 0002079537 0.395 71 0.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.6 0.2% 5 -0.0 pp -0.1 pp -0.5 pp -0.5 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Urban Wealth Management, LLC CIK 0001845521 0.139 107 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Next Level Private LLC CIK 0001910366 0.538 174 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ASL Financial, LLC CIK 0002105933 0.440 99 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Oxinas Partners, LLC CIK 0001759320 0.299 149 0.6 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.6 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Intrua Financial, LLC CIK 0001812792 0.394 491 0.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.6 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
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INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Diversified Trust Co CIK 0001479844 0.817 1115 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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REDW Wealth LLC CIK 0001688931 0.503 104 0.5 0.2% 1 +0.2 pp +0.2 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.7 pp -0.2 pp -0.1 pp +0.0 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 -0.6 pp +0.0 pp -1.5 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.0 0.0% 0 -0.3 pp -0.4 pp -1.4 pp +0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 0.0 0.0% 0 -1.1 pp -1.2 pp -1.2 pp -1.5 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.6 pp -0.9 pp -1.6 pp +0.0 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.4 pp -0.5 pp -2.3 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 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 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Premier Financial Group CIK 0001989061 0.417 234 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 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 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 0.0 0.0% 0 +0.0 pp -0.1 pp -0.5 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Blue Capital, Inc. CIK 0002032856 0.015 122 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.2 pp -0.2 pp -1.8 pp +0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Oak Asset Management, LLC CIK 0001726375 0.419 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -2.0 pp -1.9 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 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 +0.0 pp -0.1 pp +0.0 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -4.7 pp -4.7 pp +0.0 pp
LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.048 82 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 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 +0.0 pp -0.1 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp -0.4 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
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -1.4 pp -0.2 pp +0.0 pp
Taylor Financial Group, Inc. CIK 0002012516 0.439 103 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 +0.0 pp -9.2 pp -9.0 pp +0.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.0 0.0% 0 +0.0 pp -0.1 pp -2.7 pp +0.0 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.7 pp -0.1 pp -0.1 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.0 pp -0.0 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
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 +0.0 pp -0.1 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
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp -0.1 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Westwood Wealth Management CIK 0001861125 0.586 43 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 -5.3 pp -5.2 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.0 0.0% 0 -0.0 pp -0.0 pp -2.0 pp +0.0 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 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 (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