Signals

IBB

1020 in-universe funds with a nonzero position in IBB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#16984
Score / z0.000 / -0.01
Consensus339.52 over 674 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)
Fund Positions
Quarters Held

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 1,105.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 884.8 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 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 540.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 360.1 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 248.9 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 206.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 203.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 167.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 167.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 154.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 139.4 0.8% 3 +0.3 pp +0.4 pp +0.8 pp +0.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 127.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 123.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 113.4 0.0% 5 +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 108.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 106.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 100.6 0.2% 3 -0.0 pp +0.0 pp +0.2 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 58.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 54.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 51.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 50.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 37.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 34.5 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 33.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 28.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 25.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 22.6 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 20.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 20.2 1.3% 3 +0.2 pp +0.2 pp +1.3 pp +1.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 19.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 19.6 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 17.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 16.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 16.5 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cornerstone Advisors, LLC CIK 0001775446 0.517 112 15.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MAI Capital Management CIK 0001040197 0.725 1889 13.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 12.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 12.5 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
Bronte Capital Management Pty Ltd. CIK 0001471085 0.794 56 12.2 1.3% 3 -2.8 pp -2.0 pp +1.3 pp +1.3 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 12.0 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 12.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 11.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAFNA Capital Management LLC CIK 0001389933 0.269 88 11.5 2.7% 3 -1.0 pp -0.9 pp +2.7 pp +2.7 pp
Creative Planning CIK 0001540235 0.979 4196 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 10.8 4.1% 3 +0.5 pp +0.6 pp +4.1 pp +4.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 10.4 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
Apella Capital, LLC CIK 0001801507 0.827 695 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 9.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 9.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Humankind Investments LLC CIK 0001845373 0.696 22 9.2 4.1% 3 +4.0 pp +4.0 pp +4.1 pp +4.1 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 9.2 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 9.1 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 7.4 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 7.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SP Asset Management LLC CIK 0001962086 0.687 137 7.1 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARVIN & PALMER ASSOCIATES INC CIK 0000860645 0.013 28 7.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 7.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 6.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 6.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 6.3 0.6% 3 -0.5 pp -0.5 pp +0.6 pp +0.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.0 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 6.0 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 5.9 5.9% 3 +1.5 pp +1.7 pp +5.9 pp +5.9 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 5.9 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 5.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 5.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 5.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Walleye Trading LLC CIK 0001388391 0.179 946 5.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Florin Court Capital LLP CIK 0001696263 0.043 27 5.1 7.1% 2 -1.6 pp +7.1 pp +7.1 pp +7.1 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 5.0 0.9% 3 -0.5 pp -0.4 pp +0.9 pp +0.9 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 4.9 2.6% 3 +0.3 pp +0.4 pp +2.6 pp +2.6 pp
Addison Capital Co CIK 0001581465 0.464 184 4.8 1.2% 3 +1.0 pp +1.1 pp +1.2 pp +1.2 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 4.8 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concord Investment Counsel Inc. CIK 0002022154 0.516 50 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 4.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 3 -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 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SOL Capital Management CO CIK 0001339270 0.000 0 4.3 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Snider Financial Group CIK 0001820681 0.424 103 4.2 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 4.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Audent Global Asset Management, LLC CIK 0001834874 0.165 46 4.2 2.6% 4 +0.3 pp +0.3 pp -0.1 pp +2.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Q3 Asset Management CIK 0001732543 0.000 70 4.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 3.9 1.8% 3 +0.3 pp +1.7 pp +1.8 pp +1.8 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 3.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marion Wealth Management CIK 0001911097 0.503 156 3.7 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 3.6 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 3.5 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 3.4 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 3.3 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
&PARTNERS CIK 0000107136 0.806 2509 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.2 0.1% 3 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 3.1 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.1 2.3% 3 +0.3 pp +1.1 pp +2.3 pp +2.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 3.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 3.0 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 2.9 0.3% 3 +0.0 pp -1.0 pp +0.3 pp +0.3 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 2.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
ArchPoint Investors CIK 0001483472 0.607 80 2.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
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American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gray Foundation CIK 0002011602 0.903 9 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -1.0 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
Ikarian Capital, LLC CIK 0001778253 0.063 126 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 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
James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rye Brook Capital LLC CIK 0001844147 0.254 40 0.0 0.0% 0 -3.0 pp -3.2 pp +0.0 pp +0.0 pp
Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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