Signals

← Signals

☆IBB

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

Flow ranking

Rank#18618
Score / z0.000 / -0.02
Consensus213.59 over 425 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 ▾
☆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 776.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 515.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 458.1 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 314.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 185.6 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 105.4 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 85.8 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 79.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 75.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 70.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 58.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 47.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bronte Capital Management Pty Ltd. CIK 0001471085 0.794 56 42.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 39.6 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 32.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 20.0 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 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 15.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 15.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 14.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAFNA Capital Management LLC CIK 0001389933 0.269 88 13.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 12.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 10.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 9.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 9.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 8.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 7.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gray Foundation CIK 0002011602 0.903 9 7.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 6.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 6.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 5.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 4.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atom Investors LP CIK 0001738902 0.004 818 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.7 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 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 3.2 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rye Brook Capital LLC CIK 0001844147 0.254 40 3.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Snider Financial Group CIK 0001820681 0.424 103 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 2.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 2.0 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 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 1.9 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 1.9 0.0% 1 +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 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.9 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 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Capital Advisors, LLP CIK 0001904126 0.430 77 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC CIK 0001015877 0.168 84 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 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 IBB). Qtrs Held counts distinct quarters this fund has actually held IBB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBB position size. Δ columns are the percentage-point change in IBB'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