Signals

← Signals

☆IAUM

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-03-31 8-K Item(s) 5.02
2024-04-26 8-K Item(s) 5.02
2022-10-25 8-K Item(s) 1.01, 3.03, 9.01
2022-06-06 8-K Item(s) 5.02
2022-03-08 8-K Item(s) 5.02
2022-01-31 8-K Item(s) 1.01, 3.03, 9.01
2021-07-02 8-K Item(s) 5.02

Flow ranking

Rank#121
Score / z1.780 / 2.13
Consensus111.07 over 185 funds
Momentum-0.03 ≠

Price & positioning

248 cached closes, trailing year
Drawdown-26%
Short interest+89% / 1.0d ⚡

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

Negative / total0 / 0
FiledFormItems
2026-03-31 8-K 5.02
2024-04-26 8-K 5.02
2022-10-25 8-K 1.01, 3.03, 9.01
2022-06-06 8-K 5.02
2022-03-08 8-K 5.02
2022-01-31 8-K 1.01, 3.03, 9.01
2021-07-02 8-K 5.02

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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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 ▾
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1,129.7 0.6% 5 -0.2 pp +0.1 pp +0.2 pp +0.5 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 158.7 57.2% 5 +2.4 pp +3.1 pp +6.1 pp +14.3 pp
☆Alaska Permanent Fund Corp CIK 0001582681 0.879 14 144.7 10.0% 4 -0.8 pp +0.8 pp +3.1 pp +10.0 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 136.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 97.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 97.3 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 63.3 0.7% 5 -0.2 pp -0.2 pp -0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 56.8 1.2% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 42.9 0.8% 5 -0.3 pp +0.1 pp -0.1 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.8 0.0% 6 -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 33.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 29.9 1.5% 3 -1.7 pp -0.3 pp +1.5 pp +1.5 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 27.1 0.2% 5 -0.5 pp -0.5 pp -0.1 pp -0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 23.4 1.4% 4 -7.0 pp -2.5 pp -0.7 pp +1.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 18.1 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 17.3 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 15.8 3.4% 5 -0.6 pp -0.1 pp +0.3 pp +0.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 15.1 0.3% 5 -0.3 pp -0.3 pp -0.2 pp +0.2 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 14.6 0.9% 5 -0.3 pp -0.2 pp +0.0 pp +0.1 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 14.2 3.9% 3 -0.9 pp +3.8 pp +3.9 pp +3.9 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 14.1 0.8% 5 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
☆United Community Bank CIK 0002000314 0.267 534 13.9 4.3% 5 -1.6 pp -2.0 pp -0.3 pp +0.2 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 13.8 1.2% 5 -0.2 pp -0.4 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 12.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 11.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 11.7 0.4% 5 -2.0 pp -3.9 pp -10.8 pp -8.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 10.7 0.4% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 10.6 1.1% 3 -0.5 pp +0.2 pp +1.1 pp +1.1 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 9.6 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.9 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆SFM, LLC CIK 0002064225 0.427 69 8.8 4.5% 7 -1.6 pp -1.2 pp -0.6 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.9 0.1% 5 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Raub Brock Capital Management LP CIK 0001554656 0.394 45 7.8 2.2% 5 -0.2 pp +0.2 pp +0.4 pp +0.8 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 7.5 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 7.3 3.1% 3 -0.7 pp -0.3 pp +3.1 pp +3.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 7.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 6.8 0.7% 5 -0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 5.8 0.4% 5 -0.1 pp -3.1 pp -2.8 pp -2.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 5.6 3.0% 2 -3.3 pp +3.0 pp +3.0 pp +3.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 5.1 1.5% 5 -0.4 pp -0.4 pp -0.4 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 5.0 2.5% 5 -1.2 pp -1.0 pp -0.5 pp -0.3 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 4.8 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 3.1 2.4% 5 -0.6 pp -0.4 pp -0.2 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 2.7 1.2% 5 -0.3 pp -0.3 pp -0.5 pp -0.6 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 2.7 1.1% 5 +0.4 pp +0.1 pp +0.5 pp +0.9 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 2.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 2.3 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 2.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.2 1.2% 5 -0.3 pp -0.1 pp +0.3 pp +0.4 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 2.1 0.2% 4 -0.1 pp -0.5 pp -0.5 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 1.9 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 1.8 0.7% 5 -0.1 pp +0.3 pp +0.1 pp +0.2 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 1.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.6 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 1.3 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.3 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 1.3 0.9% 3 -0.1 pp +0.7 pp +0.9 pp +0.9 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 1.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ardent Capital Management, Inc. CIK 0001888792 0.815 47 1.1 0.5% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 1.0 0.2% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.8 0.1% 5 -0.0 pp -0.6 pp -0.5 pp -0.5 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 0.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp -0.2 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.8 0.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.7 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.6 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Townsend Financial Planning, LLC CIK 0002110688 0.751 30 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 0.5 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.5 pp -0.6 pp -0.5 pp -0.4 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -2.0 pp -2.5 pp -2.5 pp -2.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 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
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Myriad Asset Management US LP CIK 0001857187 0.066 52 0.0 0.0% 0 -19.3 pp -19.8 pp -14.5 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Myriad Asset Management Advisors LLC CIK 0002069031 0.243 49 0.0 0.0% 0 -10.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
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 IAUM). Qtrs Held counts distinct quarters this fund has actually held IAUM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IAUM position size. Δ columns are the percentage-point change in IAUM'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