Signals

IYW

1558 in-universe funds with a nonzero position in IYW within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#639
Score / z0.238 / 0.27
Consensus403.53 over 777 funds
Momentum0.04 =

Price & positioning

224 cached closes, trailing year
Drawdown-3%
Short interest-31% / 1.3d

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 1,252.5 0.1% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 1,147.6 14.4% 5 +1.5 pp +1.5 pp +1.6 pp -1.2 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 866.2 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 765.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 435.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 374.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 362.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 341.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 310.6 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 263.1 3.5% 5 +0.7 pp +0.5 pp +0.4 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 232.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 200.6 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 200.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 198.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 168.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 161.0 0.2% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 149.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 120.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 116.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 99.6 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 98.9 9.7% 5 +0.9 pp +0.5 pp +0.4 pp +1.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 98.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 93.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 84.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 82.9 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 80.6 0.4% 5 +0.1 pp +0.1 pp +0.3 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 75.9 0.6% 5 +0.0 pp -1.4 pp -2.4 pp -2.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 74.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 72.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 72.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 71.2 0.1% 5 -0.1 pp -0.3 pp -0.1 pp -0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 65.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 61.8 9.2% 5 +1.2 pp +0.8 pp +1.1 pp +0.7 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 61.0 0.3% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 59.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 56.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 52.1 0.8% 1 +0.8 pp +0.7 pp +0.8 pp +0.8 pp
Parker Investment Management, LLC CIK 0001672070 0.638 39 51.6 6.2% 5 +0.6 pp -0.9 pp -6.2 pp -12.4 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 44.5 2.7% 5 +0.6 pp +0.4 pp +0.5 pp +0.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 43.9 0.4% 5 +0.1 pp -0.1 pp -0.2 pp -0.8 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 40.8 1.4% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 40.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 38.5 0.4% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
Creative Planning CIK 0001540235 0.979 4196 38.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 36.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 33.4 0.2% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 32.5 0.8% 5 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 31.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 28.7 0.5% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 27.2 2.7% 5 +0.4 pp +0.1 pp -0.0 pp +0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 26.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 25.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 25.2 2.6% 5 +0.5 pp +0.3 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 24.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 24.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 24.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 23.8 0.4% 5 +0.0 pp -1.5 pp -1.7 pp -1.6 pp
TritonPoint Partners, LLC CIK 0002111167 0.019 351 23.7 2.0% 2 +1.8 pp +2.0 pp +2.0 pp +2.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 23.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 23.3 2.3% 5 +0.4 pp +0.3 pp +0.5 pp +0.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 23.1 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 23.0 1.5% 5 +0.1 pp -0.1 pp -0.4 pp -1.0 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 22.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 22.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 22.6 1.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 22.5 9.4% 5 +1.7 pp +0.5 pp +0.5 pp +0.6 pp
HC Advisors, LLC CIK 0001803295 0.581 62 22.0 13.3% 5 +2.5 pp +1.9 pp +2.0 pp +3.4 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 21.4 9.6% 1 +9.6 pp +9.6 pp +0.4 pp +0.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 21.1 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 20.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 20.3 0.1% 2 +0.0 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 19.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Macro Advisors, Inc. CIK 0001821406 0.643 45 19.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 18.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 18.3 0.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 17.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 16.9 1.0% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 16.6 5.0% 1 +5.0 pp -0.3 pp -0.2 pp +5.0 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 16.3 9.9% 5 +1.7 pp +3.3 pp +3.3 pp +4.6 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 16.1 2.1% 5 +0.4 pp +0.3 pp +0.1 pp +0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 16.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 15.9 2.5% 5 +0.1 pp -0.1 pp -0.3 pp -0.8 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 15.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 15.5 7.2% 5 +1.6 pp +1.2 pp +0.9 pp +0.8 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 15.4 0.3% 1 +0.3 pp -0.0 pp +0.0 pp +0.1 pp
Finley Financial, LLC CIK 0002047823 0.690 110 15.3 6.1% 5 +0.9 pp +0.6 pp +0.6 pp +1.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 14.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 14.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 14.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 14.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 14.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 13.7 4.4% 5 +0.7 pp +0.1 pp -0.1 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 13.3 2.2% 5 +0.3 pp +0.2 pp +0.2 pp +0.7 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 13.1 1.6% 5 +0.4 pp +0.3 pp +0.2 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 13.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
High Point Wealth Management, LLC CIK 0002106882 0.247 250 12.8 10.5% 2 +1.3 pp +10.5 pp +10.5 pp +10.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 12.1 0.6% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 12.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.0 0.2% 7 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 11.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 11.6 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 11.6 0.5% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 11.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 11.5 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.4 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.4 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 11.4 2.4% 5 -0.0 pp -0.4 pp -0.6 pp -0.6 pp
Essex LLC CIK 0001889147 0.576 180 11.3 1.7% 5 +0.2 pp +0.0 pp +0.0 pp +0.0 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 11.2 2.8% 5 +0.9 pp +0.4 pp -0.4 pp -0.4 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 11.0 2.6% 5 +0.1 pp -0.2 pp -1.1 pp -1.1 pp
SWMG, LLC CIK 0001839255 0.473 100 10.9 2.6% 5 +0.9 pp +1.0 pp +1.3 pp +0.7 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 10.9 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 10.8 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 10.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 10.8 2.0% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 10.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.3 0.3% 5 +0.1 pp +0.0 pp -0.1 pp +0.1 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 10.3 1.1% 5 +0.2 pp +0.0 pp +0.0 pp -0.7 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 10.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 9.7 4.1% 3 +0.4 pp -0.5 pp +4.1 pp +4.1 pp
Simmons Bank CIK 0001674486 0.467 369 9.7 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 9.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 9.4 0.9% 5 +0.1 pp -0.1 pp -0.1 pp -0.4 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.2 0.5% 5 +0.0 pp -0.0 pp +0.0 pp -0.2 pp
Prostatis Group LLC CIK 0001649186 0.318 190 9.1 2.1% 7 +0.3 pp -0.4 pp -0.1 pp -0.1 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 9.1 0.9% 5 +0.5 pp -0.1 pp -0.2 pp -0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 8.6 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 8.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsman Wealth Management, Inc. CIK 0002066184 0.249 76 8.4 3.9% 5 +0.5 pp +0.1 pp +0.6 pp +1.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 8.3 1.3% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 8.3 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valor Advisors LLC CIK 2108599 0.702 32 8.2 6.0% 2 +0.6 pp +6.0 pp +6.0 pp +6.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 8.2 1.8% 5 +0.1 pp -0.2 pp -0.1 pp -0.1 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 8.1 1.6% 5 +0.3 pp +0.1 pp -0.3 pp +1.6 pp
Summit Financial Consulting LLC CIK 0002065794 0.400 49 8.0 5.4% 3 +5.2 pp -0.2 pp +5.4 pp +5.4 pp
CPR Investments Inc. CIK 0001775053 0.174 55 7.8 6.0% 5 +3.0 pp -1.7 pp -2.0 pp -2.4 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.5 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.8 pp
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Apella Capital, LLC CIK 0001801507 0.827 695 2.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Avid Wealth Partners LLC CIK 0001992344 0.237 77 2.6 1.3% 5 -1.0 pp -1.4 pp -1.4 pp -1.4 pp
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Magnus Financial Group LLC CIK 0001765216 0.574 387 2.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 2.3 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 2.3 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
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Kelly Financial Services LLC CIK 0002023336 0.366 141 2.3 0.5% 5 +0.1 pp +0.0 pp -0.1 pp -2.3 pp
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Maia Wealth LLC CIK 0002010858 0.212 354 2.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.6 pp
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CX Institutional CIK 0001737089 0.437 1568 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CPWA, LLC CIK 0002134744 0.279 94 2.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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Tactive Advisors, LLC CIK 0002002409 0.103 282 1.3 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
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Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 1.2 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
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Unified Investment Management CIK 0002054855 0.105 141 1.2 1.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
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SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -1.2 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.2 0.0% 5 +0.0 pp -0.0 pp -0.3 pp -0.4 pp
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PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 1.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Westmount Partners, LLC CIK 0002051491 0.356 260 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Affiance Financial, LLC CIK 0001723681 0.836 110 1.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Integras Partners LLC CIK 0002055384 0.140 100 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 1.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.1 0.4% 4 -0.8 pp -1.0 pp -1.1 pp +0.4 pp
Cooper Financial Group CIK 0001751581 0.393 448 1.1 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.1 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 1.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Signet Private Wealth LLC CIK 0002096298 0.127 127 1.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.1 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.0 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.0 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.0 0.6% 6 +0.2 pp +0.1 pp -0.0 pp +0.1 pp
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MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Family Manage LLC CIK 0001539947 0.277 323 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.0 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
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JB Capital LLC CIK 0001879371 0.629 280 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -1.9 pp
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Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -1.6 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 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 +0.0 pp -0.6 pp -1.9 pp
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Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
KWB Wealth CIK 0001822236 0.452 169 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -0.9 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.8 pp -5.9 pp
DMC Group, LLC CIK 0001893403 0.131 128 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 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
Well Done, LLC CIK 0001667132 0.522 202 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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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
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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
Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.5 pp
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Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
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Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
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Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
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TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 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 +0.0 pp -0.1 pp -0.1 pp
Thoma Capital Management LLC CIK 0002060298 0.724 53 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 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 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 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
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -1.3 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
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.3 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SWS Partners CIK 0001731731 0.307 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 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
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.6 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.8 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 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 +0.0 pp -0.1 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp -0.1 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
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.5 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -1.1 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 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 +0.0 pp -0.4 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.1 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
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 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 +0.0 pp -0.3 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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