Signals

← Signals

☆IALT

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

Flow ranking

Rank#1592
Score / z0.004 / -0.01
Consensus159.23 over 376 funds
Momentumnot computed

Price & positioning

169 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,421.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 609.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 154.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 140.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 100.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 97.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 89.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 83.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 76.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 67.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 62.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 59.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 46.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 40.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 33.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆JB Capital LLC CIK 0001879371 0.629 280 32.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.8 0.0% 1 +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 29.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 24.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 24.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 23.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 21.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 17.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 17.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 16.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 16.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 15.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 14.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 14.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 14.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 13.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 12.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.2 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 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 11.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 11.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 10.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 10.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 10.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 9.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 9.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KWB Wealth CIK 0001822236 0.453 169 9.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 8.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 8.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 8.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 8.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 8.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 7.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 7.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 6.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 6.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 6.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 5.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 5.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 5.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 5.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 5.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 4.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 4.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 4.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 4.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 4.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Embree Financial Group CIK 0002020860 0.466 283 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 3.7 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 3.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 3.7 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CORE WEALTH ADVISORS, LLC CIK 0002110114 0.295 35 3.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Town Capital LLC CIK 1871352 0.216 75 3.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.175 101 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedminster, LLC CIK 0002087564 0.451 51 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆EQ LLC CIK 0001757605 0.412 87 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McHugh Group, LLC CIK 0002052657 0.526 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ABLES, IANNONE, MOORE & ASSOCIATES, INC. CIK 0002013713 0.618 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisor Network LLC CIK 0002131047 0.324 183 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +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
☆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
☆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
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +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% 1 +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
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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 IALT). Qtrs Held counts distinct quarters this fund has actually held IALT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IALT position size. Δ columns are the percentage-point change in IALT'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