Signals

CUSIP:45782C623

74 in-universe funds with a nonzero position in CUSIP:45782C623 within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1646
Score / z0.006 / -0.02
Consensus24.09 over 37 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)
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
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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 +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 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 0.0 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 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 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +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
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.0 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Broussard Financial Group LLC CIK 0001548136 0.577 35 0.0 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 4 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.0 0.0% 0 -1.3 pp +0.0 pp -0.2 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.0 1.6% 4 +0.0 pp +1.4 pp +0.9 pp +1.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 5 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 3 +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 CUSIP:45782C623). Qtrs Held counts distinct quarters this fund has actually held CUSIP:45782C623 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:45782C623 position size. Δ columns are the percentage-point change in CUSIP:45782C623'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