Signals

← Signals

☆IAK

168 in-universe funds with a nonzero position in IAK within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#18610
Score / z0.000 / -0.02
Consensus60.28 over 116 funds
Momentumnot computed

Price & positioning

226 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)
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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 ▾
☆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 41.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 29.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 24.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 21.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.8 0.0% 1 +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 16.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 12.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 9.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 8.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 7.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 6.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 5.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 5.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 3.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 3.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tepp RIA, LLC CIK 0002055925 0.434 49 2.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilmark Asset Management, LLC CIK 0002022076 0.457 84 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +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% 3 -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
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +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% 1 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 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 IAK). Qtrs Held counts distinct quarters this fund has actually held IAK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IAK position size. Δ columns are the percentage-point change in IAK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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