Signals

← Signals

☆IBDR

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

Flow ranking

Rank#769
Score / z0.185 / 0.15
Consensus161.12 over 295 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+56% / 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

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 237.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 113.3 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 103.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 101.6 1.5% 4 +0.0 pp +0.2 pp +0.2 pp +1.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 98.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 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 90.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 64.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 48.0 3.3% 4 -0.0 pp +0.3 pp +0.2 pp +3.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 40.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 37.4 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 36.3 5.2% 4 +0.4 pp +0.6 pp +0.4 pp +5.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 35.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 33.8 2.1% 4 +0.0 pp -0.1 pp -0.0 pp +2.1 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 32.2 1.3% 4 +0.0 pp +0.0 pp +0.1 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 30.1 2.1% 4 +0.1 pp -0.1 pp -0.1 pp +2.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 29.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 28.0 1.5% 4 -0.0 pp -0.0 pp -0.0 pp +1.5 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 27.6 2.2% 4 -0.3 pp -0.0 pp -0.1 pp +2.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 27.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 24.6 6.6% 4 +0.8 pp +1.1 pp +1.0 pp +6.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 24.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 23.5 12.1% 3 +0.3 pp +5.4 pp +12.1 pp +12.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 21.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 20.9 0.7% 5 +0.0 pp +0.1 pp -0.2 pp -0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 19.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 18.4 1.1% 4 -0.0 pp +0.0 pp +0.3 pp +1.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 18.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 18.2 1.8% 4 +0.1 pp +0.3 pp +0.2 pp +1.8 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 17.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 15.4 3.9% 4 -0.2 pp +3.3 pp +3.5 pp +3.9 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 15.0 0.2% 4 +0.0 pp +0.1 pp -0.2 pp +0.2 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 14.7 1.8% 4 +0.0 pp +0.0 pp -0.1 pp +1.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 14.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 13.9 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 13.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 13.0 1.8% 4 +0.0 pp -0.0 pp -0.1 pp +1.8 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 11.7 2.1% 4 +0.2 pp +0.4 pp +0.6 pp +2.1 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.7 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 11.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 11.5 5.2% 4 +2.0 pp +2.3 pp +2.1 pp +5.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.3 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 11.3 0.8% 4 -0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 10.4 3.3% 4 +0.2 pp +0.3 pp +0.6 pp +3.3 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 10.3 1.0% 4 -0.4 pp -0.4 pp -0.4 pp +1.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 10.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Balentine LLC CIK 0001586678 0.932 243 10.0 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 9.6 2.7% 4 -0.1 pp -0.1 pp -0.2 pp +2.7 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 9.6 4.5% 4 +0.3 pp +0.6 pp +0.4 pp +4.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 9.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 9.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.446 137 8.8 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 8.2 1.4% 4 +0.0 pp +0.2 pp +0.2 pp +1.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 8.0 3.2% 4 +0.1 pp +0.4 pp +0.4 pp +3.2 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 7.9 1.4% 4 -0.0 pp +0.2 pp +0.6 pp +1.4 pp
☆InvesTrust CIK 0002050848 0.267 95 7.9 3.3% 4 +0.2 pp +0.2 pp +0.2 pp +3.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.7 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 7.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 7.3 2.9% 4 +0.1 pp +0.0 pp +0.0 pp +2.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 7.0 1.6% 2 -1.8 pp +1.6 pp +1.6 pp +1.6 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.2 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 6.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.365 92 5.9 1.7% 4 -0.1 pp -0.1 pp -0.3 pp +1.7 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 5.8 0.6% 3 -0.2 pp -0.3 pp +0.6 pp +0.6 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 5.6 2.1% 4 -0.2 pp -0.1 pp -0.1 pp +2.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 5.6 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 5.5 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 5.5 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.4 2.1% 4 +0.0 pp +0.0 pp -0.1 pp +2.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 5.3 1.0% 4 -0.2 pp -0.2 pp -0.3 pp +1.0 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.3 4.0% 2 +0.7 pp +4.0 pp +4.0 pp +4.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 5.1 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 5.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 5.0 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 4.9 1.1% 4 -0.7 pp -0.5 pp -0.3 pp +1.1 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 4.8 2.6% 4 -0.3 pp -0.1 pp -0.1 pp +2.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.5 2.2% 4 -0.0 pp +0.0 pp +0.0 pp +2.2 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 4.3 0.8% 4 +0.2 pp +0.3 pp +0.1 pp +0.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 4.1 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.0 0.5% 4 +0.2 pp -0.1 pp -0.1 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 3.9 1.2% 4 +0.0 pp +0.1 pp +0.2 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 3.7 1.6% 4 -0.1 pp -0.2 pp -0.3 pp +1.6 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.7 2.5% 4 +0.0 pp +0.1 pp -0.1 pp +2.5 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.6 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 3.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 3.5 1.3% 4 +0.0 pp -0.0 pp -0.2 pp +1.3 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.5 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 3.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 3.3 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 3.3 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.3 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 3.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 3.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.1 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 3.0 0.5% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 3.0 0.9% 5 +0.3 pp +0.5 pp +0.5 pp +0.7 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 3.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 3.0 0.7% 4 -0.2 pp -0.3 pp -0.4 pp +0.7 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 2.7 1.1% 4 -3.2 pp -2.8 pp -3.2 pp +1.1 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 2.7 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 2.6 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆10Elms LLP CIK 0002056650 0.266 526 2.6 1.6% 4 +0.6 pp +0.6 pp +0.5 pp +1.6 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.5 1.3% 4 -0.1 pp -0.0 pp +0.0 pp +1.3 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 2.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 2.5 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 +0.0 pp -17.8 pp -22.1 pp +0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 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
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -1.9 pp -1.8 pp +0.0 pp -1.5 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 0.0 0.0% 0 -0.3 pp -0.5 pp -0.6 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 0.0 0.0% 0 -5.2 pp -5.1 pp -6.3 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.5 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.0 0.0% 0 -0.1 pp -1.5 pp -1.4 pp +0.0 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.253 209 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 IBDR). Qtrs Held counts distinct quarters this fund has actually held IBDR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBDR position size. Δ columns are the percentage-point change in IBDR'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