Signals

← Signals

☆RWL

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

Flow ranking

Rank#327
Score / z0.744 / 0.65
Consensus141.21 over 251 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,204.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 758.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 454.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 377.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 252.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 248.3 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 194.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 192.7 14.4% 4 +0.3 pp +1.3 pp +0.5 pp +14.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 143.6 0.6% 4 -0.0 pp -0.5 pp -0.5 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 138.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 125.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 116.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 111.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 92.7 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 90.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 80.0 2.1% 4 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 70.0 13.6% 4 +0.5 pp +1.2 pp +1.3 pp +13.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 61.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 60.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 53.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 44.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 37.8 1.8% 4 +0.1 pp +0.2 pp +0.2 pp +1.8 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 36.6 8.4% 4 +0.1 pp +2.7 pp +2.7 pp +8.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 33.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 32.7 11.8% 4 +0.1 pp +11.8 pp +11.8 pp +11.8 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 30.4 3.3% 3 -1.3 pp -1.3 pp +3.3 pp +3.3 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 29.4 5.2% 4 +0.2 pp +2.2 pp +3.7 pp +5.2 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 28.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 28.0 7.7% 4 +2.2 pp +2.1 pp +6.8 pp +7.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 27.0 0.9% 4 +0.3 pp +0.6 pp +0.6 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 24.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 24.1 1.4% 4 +0.0 pp +0.4 pp +0.4 pp +1.4 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 22.8 4.2% 4 +0.5 pp +0.7 pp +0.6 pp +4.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 21.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 20.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 19.4 5.1% 4 +1.2 pp +1.4 pp +1.0 pp +5.1 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 19.3 6.7% 4 +0.2 pp +0.4 pp +0.2 pp +6.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 18.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 17.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 16.7 3.8% 4 +0.5 pp +0.5 pp +0.3 pp +3.8 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 16.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 13.9 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 12.2 4.4% 4 +0.2 pp +0.3 pp +0.0 pp +4.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 12.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 11.8 2.6% 4 +0.2 pp +0.6 pp +0.9 pp +2.6 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 11.3 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 10.7 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 10.5 2.2% 4 -0.4 pp -0.3 pp -0.5 pp +2.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 10.4 3.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.3 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 9.1 5.9% 4 +0.4 pp +0.8 pp +0.6 pp +5.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 9.0 2.1% 4 +0.0 pp +0.8 pp +0.8 pp +2.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 8.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 8.4 1.7% 4 +0.1 pp +0.0 pp +0.0 pp +1.7 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 7.7 4.0% 4 -0.0 pp +0.2 pp -0.2 pp +4.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 7.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.5 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 7.4 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 7.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 6.5 1.6% 4 +0.1 pp +1.1 pp +1.2 pp +1.6 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 6.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 6.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 6.0 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 5.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 5.7 0.6% 6 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 5.4 1.8% 4 -0.2 pp -0.3 pp -0.3 pp +1.8 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 5.3 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 5.2 1.5% 4 -0.1 pp -0.3 pp -0.4 pp +1.5 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 5.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 4.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 4.9 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.8 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 4.7 2.2% 4 +0.7 pp +0.7 pp +0.8 pp +2.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 4.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 4.4 0.4% 4 -1.4 pp -1.6 pp -2.6 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 4.3 3.6% 3 +0.2 pp +0.4 pp +3.6 pp +3.6 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 4.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 3.8 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 3.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 3.6 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.3 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 2.7 1.5% 3 +0.4 pp +0.9 pp +1.5 pp +1.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.6 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 2.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 2.5 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 2.5 1.2% 6 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 2.4 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.4 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 2.2 1.7% 4 +0.2 pp +0.4 pp +0.6 pp +1.7 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 2.2 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 2.1 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.8 0.1% 4 -0.2 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.6 0.2% 3 -0.4 pp +0.0 pp +0.2 pp +0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 1.5 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.2 0.8% 4 +0.0 pp +0.2 pp +0.3 pp +0.8 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp +0.0 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 -0.0 pp -0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 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 +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 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
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 -0.3 pp -0.2 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
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 RWL). Qtrs Held counts distinct quarters this fund has actually held RWL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RWL position size. Δ columns are the percentage-point change in RWL'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