Signals

← Signals

☆CUSIP:45782C532

160 in-universe funds with a nonzero position in CUSIP:45782C532 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#8930
Score / z0.000 / -0.02
Consensus37.07 over 65 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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)
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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 ▾
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.1% 5 -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 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.6 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.4% 5 -0.1 pp +0.4 pp +0.4 pp +0.3 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.0 1.0% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.3% 4 -0.2 pp -0.1 pp -4.7 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 0.0 0.1% 5 -0.0 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 +0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.1% 5 -0.0 pp -0.1 pp -0.7 pp -0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TrustBank CIK 0002107256 0.632 175 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -2.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.0 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 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
☆Redwood Family Wealth LLC CIK 0002116118 0.293 106 0.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -4.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -1.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 5 -0.0 pp -0.1 pp -1.1 pp -1.3 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.0 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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 0.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 0.0 4.7% 3 -0.4 pp -0.5 pp +4.7 pp +4.7 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 0.0 0.1% 5 -0.0 pp -0.0 pp -1.4 pp -1.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.1% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.1% 5 -0.7 pp -0.7 pp -0.2 pp -1.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.0 0.0% 0 -0.1 pp -0.1 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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.2% 5 -0.0 pp -0.1 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.1% 5 -0.0 pp -0.0 pp +0.1 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 CUSIP:45782C532). Qtrs Held counts distinct quarters this fund has actually held CUSIP:45782C532 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:45782C532 position size. Δ columns are the percentage-point change in CUSIP:45782C532'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