Signals

← Signals

☆CUSIP:46137V597

416 in-universe funds with a nonzero position in CUSIP:46137V597 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1252
Score / z0.035 / 0.02
Consensus160.02 over 260 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 ▾
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 4 +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 -0.2 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 1 +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
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 0.0 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 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% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.3% 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
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 0.0 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 4 -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
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 0.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 5 +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 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.0 3.7% 5 +0.3 pp +0.4 pp +0.5 pp +1.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 8.5% 5 +0.7 pp +5.0 pp +5.0 pp +5.6 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Legacy Trust CIK 0001772483 0.355 210 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 0.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 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
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Maple Capital Management, Inc. CIK 0001313893 0.737 127 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 5 +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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.0% 5 +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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 1 +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% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 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 1.0% 5 +0.3 pp +0.1 pp +0.1 pp +0.3 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 2 +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
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pioneer Family Office, LLC CIK 0002135110 0.628 129 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 3.6% 2 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invariant Investment Management CIK 0001850871 0.577 68 0.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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% 5 +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% 3 +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
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +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
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.0 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.1% 5 -0.0 pp -0.0 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
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 5 -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
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 3 +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
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 0.0 0.6% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 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
☆Solitude Financial Services CIK 0001839890 0.859 41 0.0 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 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% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.1% 5 +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 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.0 0.0% 1 +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% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 5 +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
☆Trailhead Planners LLC CIK 0002109534 0.262 57 0.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +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
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 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 -0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 0.0 5.1% 5 +0.3 pp +0.4 pp +0.6 pp +0.4 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 0.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 1.3% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 0.0 1.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.241 450 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navigate Wealth Management, LLC CIK 0002127791 0.512 79 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHI TRUST Co LLC CIK 0002013902 0.796 59 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 3.2% 5 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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:46137V597). Qtrs Held counts distinct quarters this fund has actually held CUSIP:46137V597 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:46137V597 position size. Δ columns are the percentage-point change in CUSIP:46137V597'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