Signals

← Signals

☆IAK

241 in-universe funds with a nonzero position in IAK within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#18233
Score / z0.000 / -0.02
Consensus53.72 over 96 funds
Momentumnot computed

Price & positioning

227 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 24.9 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.1 0.0% 5 +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 11.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 9.3 2.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 8.2 4.7% 5 +0.1 pp +0.2 pp +0.4 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.0 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 5.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.2 0.0% 2 +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 5.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 4.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 4.1 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 4.1 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 4.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.0 0.1% 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 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.4 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 2.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.4 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 2.4 1.6% 3 +0.2 pp +0.9 pp +1.6 pp +1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.3 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 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.8 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 1.6 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.6 0.0% 5 +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 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.9 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.6 0.2% 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 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.6 0.0% 5 -0.0 pp -0.0 pp -0.5 pp -0.5 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.6 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.5 0.0% 5 +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% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 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 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.4 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 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 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 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 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 1 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 5 -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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 0.2 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 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.2 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 5 -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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 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 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Osbon Capital Management LLC CIK 0001784418 0.256 422 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 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 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -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
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 -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
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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% 5 -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% 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% 2 -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% 4 +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% 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
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.0 0.0% 4 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 -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
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 3 -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% 0 +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
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp -2.7 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +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% 0 +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% 0 +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 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp -1.3 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 +0.0 pp -0.0 pp -1.9 pp -2.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 +0.0 pp +0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 +0.0 pp +0.0 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
☆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
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.9 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 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
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.0 0.0% 0 +0.0 pp -2.5 pp -2.5 pp -2.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.0 0.0% 0 +0.0 pp -1.1 pp -1.0 pp -1.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tepp RIA, LLC CIK 0002055925 0.434 49 0.0 0.0% 0 +0.0 pp -0.6 pp -0.9 pp -2.7 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.0 0.0% 0 -0.0 pp -4.8 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 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
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.8 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.8 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp -0.9 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 (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