Signals

← Signals

☆IBB

1099 in-universe funds with a nonzero position in IBB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#16974
Score / z0.000 / -0.02
Consensus314.50 over 604 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 1,225.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 865.0 0.6% 4 -0.1 pp +0.2 pp +0.2 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 468.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 410.2 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 215.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 207.1 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 173.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 148.9 0.7% 4 -0.0 pp +0.2 pp +0.3 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 144.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 137.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 124.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 122.4 0.0% 4 -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 112.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 109.4 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 100.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 94.2 0.1% 3 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 76.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 65.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 53.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 51.0 0.6% 3 +0.2 pp +0.0 pp +0.6 pp +0.6 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 38.2 0.0% 2 +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 26.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisors, LLC CIK 0001775446 0.517 112 25.0 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 24.0 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 22.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 20.3 1.3% 4 +0.1 pp +0.2 pp +0.3 pp +1.3 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 20.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 19.6 1.0% 4 -0.4 pp -0.2 pp -0.2 pp +1.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 17.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 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 0.9% 4 +0.1 pp +0.2 pp +0.3 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 13.7 0.1% 2 -0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 12.5 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 12.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bronte Capital Management Pty Ltd. CIK 0001471085 0.794 56 11.7 1.2% 4 -0.0 pp -2.8 pp -2.1 pp +1.2 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 10.8 4.2% 4 +0.1 pp +0.6 pp +0.7 pp +4.2 pp
☆DAFNA Capital Management LLC CIK 0001389933 0.269 88 10.5 2.4% 4 -0.3 pp -1.3 pp -1.2 pp +2.4 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.4 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 10.4 0.9% 4 -0.1 pp -0.0 pp +0.0 pp +0.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 10.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 10.2 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 9.2 1.0% 4 +0.0 pp +0.2 pp +0.2 pp +1.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 8.4 4.8% 4 +0.7 pp +4.7 pp +4.7 pp +4.8 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 7.4 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 7.1 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 7.0 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 6.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 6.4 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 6.3 0.7% 4 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 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 6.1 0.0% 4 +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% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.1 0.2% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 5.9 0.9% 4 -0.0 pp +0.1 pp +0.2 pp +0.9 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 5.9 6.0% 4 +0.1 pp +1.6 pp +1.8 pp +6.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 5.9 0.6% 4 -0.0 pp -0.5 pp -0.5 pp +0.6 pp
☆Addison Capital Co CIK 0001581465 0.464 184 5.6 1.0% 4 -0.2 pp +0.8 pp +0.9 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.5 0.1% 4 -0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 5.4 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 4.9 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.9 0.2% 4 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 4.8 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 4.8 2.2% 4 +0.4 pp +0.7 pp +2.1 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 4.6 0.8% 4 -0.1 pp -0.6 pp -0.5 pp +0.8 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.6 0.0% 4 -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% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 4.3 2.3% 4 -0.2 pp +0.0 pp +0.1 pp +2.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.2 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 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 4.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 4.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 4.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 3.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARVIN & PALMER ASSOCIATES INC CIK 0000860645 0.013 28 3.7 4.4% 2 -0.6 pp +4.4 pp +4.4 pp +4.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 3.6 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 3.5 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 3.4 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 3.4 1.1% 5 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 3.4 0.8% 4 -0.1 pp +0.0 pp +0.1 pp +0.8 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 3.4 0.6% 4 -0.0 pp -0.0 pp -0.2 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 3.4 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 3.3 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.3 0.0% 2 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 3.1 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 3.0 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 3.0 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 2.9 2.2% 4 -0.1 pp +0.2 pp +1.0 pp +2.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 2.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 2.8 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 2.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 2.7 0.1% 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 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 2.7 0.3% 4 -0.0 pp +0.0 pp -1.0 pp +0.3 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 2.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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