Signals

CIBR

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

Flow ranking

Rank#3106
Score / z0.000 / -0.01
Consensus277.29 over 548 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
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 1,104.5 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 968.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 415.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 400.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 336.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 174.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 163.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 127.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 83.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 75.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 64.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 60.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 60.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 54.7 0.2% 3 -0.9 pp -1.0 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 51.0 0.0% 3 -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 50.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 50.3 2.0% 3 -0.2 pp -0.3 pp +2.0 pp +2.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 45.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 39.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 35.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 30.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 29.2 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 23.6 3.3% 3 -0.7 pp -0.3 pp +3.3 pp +3.3 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 23.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
&PARTNERS CIK 0000107136 0.806 2509 23.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 20.4 4.0% 3 -0.2 pp -0.3 pp +4.0 pp +4.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 18.1 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 16.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 15.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 15.4 1.3% 3 -0.9 pp +0.8 pp +1.3 pp +1.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 14.3 1.8% 3 -0.2 pp -0.6 pp +1.8 pp +1.8 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 14.2 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 13.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 13.6 1.7% 3 -0.4 pp -0.3 pp +1.7 pp +1.7 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 13.1 1.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.9 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 11.9 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 11.9 0.6% 3 -0.1 pp -0.5 pp +0.6 pp +0.6 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 11.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 11.2 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 10.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 10.4 2.7% 3 -0.4 pp -0.9 pp +2.7 pp +2.7 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 10.3 3.0% 3 -0.4 pp -0.6 pp +3.0 pp +3.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 8.9 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 8.5 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 8.5 4.1% 4 -0.3 pp -0.7 pp -0.3 pp +4.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 8.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 7.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 7.5 1.8% 3 -0.1 pp +0.1 pp +1.8 pp +1.8 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 7.4 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 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 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 7.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 7.3 1.4% 3 -0.2 pp -0.4 pp +1.4 pp +1.4 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 7.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 6.6 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 6.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PECAUT & CO. CIK 0001597200 0.622 65 6.4 2.1% 3 -0.1 pp +0.2 pp +2.1 pp +2.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 6.4 2.0% 3 -0.1 pp -0.3 pp +2.0 pp +2.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 6.2 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SFI Advisors, LLC CIK 0001911308 0.252 55 6.0 3.8% 3 -0.2 pp -0.7 pp +3.8 pp +3.8 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 5.9 2.4% 3 -0.2 pp -0.3 pp +2.4 pp +2.4 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 5.8 1.6% 3 +0.4 pp +0.6 pp +1.6 pp +1.6 pp
COMERICA BANK CIK 0000901541 0.812 3711 5.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 5.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 5.6 2.2% 3 -0.2 pp -0.3 pp +2.2 pp +2.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 5.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 5.3 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 5.2 1.5% 3 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 5.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 5.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.0 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 5.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 4.8 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 4.8 1.4% 3 -0.4 pp -0.3 pp +1.4 pp +1.4 pp
Warner Group LLC CIK 0002073617 0.415 129 4.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 4.6 1.3% 3 -0.1 pp -0.6 pp +1.3 pp +1.3 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 4.4 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 4.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 4.2 2.8% 3 -0.2 pp -0.3 pp +2.8 pp +2.8 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 4.2 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 4.1 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 3.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 3.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.8 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 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.6 1.0% 3 +0.0 pp -0.6 pp +1.0 pp +1.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 3.6 1.8% 3 -0.2 pp -0.3 pp +1.8 pp +1.8 pp
Vivid Wealth Management, LLC CIK 0002007281 0.413 73 3.5 1.4% 3 -0.1 pp -0.4 pp +1.4 pp +1.4 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 3.5 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mainsail Financial Group, LLC CIK 0001961290 0.465 72 3.4 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
LeConte Wealth Management, LLC CIK 0002060443 0.259 179 3.4 2.2% 3 -0.5 pp -1.4 pp +2.2 pp +2.2 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 3.3 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triumph Capital Management CIK 0001730765 0.195 1861 3.2 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 3.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 3.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 3.2 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 3.1 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.1 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 3.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
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BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 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 -0.1 pp -0.1 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 CIBR). Qtrs Held counts distinct quarters this fund has actually held CIBR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CIBR position size. Δ columns are the percentage-point change in CIBR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status