Signals

← Signals

☆IBDR

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

Flow ranking

Rank#857
Score / z0.125 / 0.13
Consensus149.59 over 258 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 238.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 106.2 0.4% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 104.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 101.4 1.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 94.0 0.0% 5 -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 86.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 37.0 4.7% 5 -0.5 pp -0.1 pp +0.0 pp -0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 36.4 1.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 36.2 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 35.7 2.2% 5 -1.1 pp -1.1 pp -0.8 pp -0.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 34.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 28.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 28.2 1.9% 5 -0.3 pp -0.6 pp -0.3 pp -0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 28.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 27.8 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 26.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 26.4 6.6% 5 -0.0 pp +0.8 pp +1.1 pp +1.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 24.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 23.6 11.3% 4 -0.8 pp -0.5 pp +4.7 pp +11.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 22.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 21.1 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 20.3 0.2% 5 -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 20.3 0.0% 5 -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% 5 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 17.7 0.2% 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 17.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 17.3 0.9% 5 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 16.0 0.4% 6 -0.3 pp -0.2 pp -0.2 pp -0.4 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 16.0 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 16.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 14.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 13.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 13.3 1.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 13.1 1.4% 5 -0.4 pp -0.3 pp -0.3 pp -0.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 12.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 12.7 2.6% 5 -1.2 pp -1.4 pp +2.1 pp +2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 12.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 11.1 1.7% 5 -0.5 pp -0.3 pp -0.1 pp +0.2 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 11.0 0.4% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 10.7 0.2% 1 +0.2 pp -0.1 pp -0.1 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 9.9 4.2% 5 -0.3 pp -0.0 pp +0.2 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 9.6 0.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 9.5 0.1% 4 -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 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 8.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.9 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.5 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 8.5 0.5% 5 -0.3 pp -0.4 pp -0.3 pp -0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 8.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.1 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 7.9 1.3% 5 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 7.9 2.8% 5 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 7.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆InvesTrust CIK 0002050848 0.267 95 7.7 3.0% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 7.2 2.7% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 7.0 1.6% 3 +0.0 pp -1.7 pp +1.6 pp +1.6 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 6.2 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 6.1 3.0% 5 +0.4 pp +0.2 pp +0.3 pp +0.4 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 5.7 0.6% 4 -0.0 pp -0.3 pp -0.3 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.6 4.0% 3 -0.1 pp +0.6 pp +4.0 pp +4.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 5.6 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 5.5 2.6% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 5.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.4 1.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 5.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 5.2 1.4% 5 -0.2 pp -0.3 pp -0.4 pp -0.6 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 5.2 1.1% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 5.1 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 5.1 1.1% 5 -0.0 pp -0.7 pp -0.6 pp -0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 5.1 0.9% 5 -0.1 pp -0.3 pp -0.3 pp -0.5 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 5.0 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆10Elms LLP CIK 0002056650 0.266 526 4.9 2.1% 5 +0.5 pp +1.1 pp +1.0 pp +1.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 4.9 0.4% 5 -0.6 pp -1.0 pp -1.0 pp -1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 4.5 0.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 4.3 0.7% 5 -0.7 pp -0.7 pp -0.5 pp -0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.2 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 4.0 0.5% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.0 0.4% 5 -0.1 pp +0.1 pp -0.2 pp -0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.8 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.8 1.4% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.7 2.2% 5 -0.3 pp -0.3 pp -0.2 pp -0.4 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 3.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 3.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 3.6 1.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.6 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 3.4 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 3.4 1.1% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.4 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 3.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 3.2 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 2.9 0.4% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.9 0.8% 6 -0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.9 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 2.9 0.5% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 2.8 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.7 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 2.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.6 1.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 2.6 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 2.5 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 2.5 1.0% 5 -4.2 pp -2.2 pp -2.0 pp -2.1 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 2.5 0.9% 5 -0.2 pp -3.4 pp -3.1 pp -3.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.5 0.0% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 2.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 2.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.4 0.1% 2 -0.0 pp +0.1 pp -1.0 pp -1.1 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 2.4 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 2.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.0 0.0% 0 -0.2 pp -0.5 pp -0.5 pp -0.6 pp
☆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
☆CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆Trust Co of Kansas CIK 0001803988 0.543 59 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 0 -0.0 pp -0.0 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
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
☆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
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.0 0.0% 0 -0.2 pp -0.5 pp -0.5 pp -0.7 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 +0.0 pp -1.9 pp -1.8 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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 +0.0 pp -0.3 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.0 0.0% 0 -0.5 pp -0.7 pp -0.8 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 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
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.0 0.0% 0 +0.0 pp -0.1 pp -1.5 pp -1.4 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 0.0 0.0% 0 +0.0 pp -5.2 pp -5.1 pp -6.3 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.0 0.0% 0 -1.2 pp -1.2 pp -1.0 pp -1.0 pp
☆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
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MLP3, LLC CIK 0002109061 0.294 86 0.0 0.0% 0 -0.3 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 +0.0 pp -0.3 pp -0.3 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
☆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
☆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
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -3.3 pp -3.1 pp -3.0 pp -2.7 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 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
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.0 0.0% 0 -1.0 pp -0.9 pp -0.9 pp -0.9 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.0 0.0% 0 -0.3 pp -0.8 pp -0.9 pp -1.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.7 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.0 0.0% 0 -1.0 pp -1.0 pp -0.9 pp -0.9 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.2 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
☆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
☆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
☆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
☆Betterment LLC CIK 0001633901 0.437 675 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 -0.0 pp -0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.0 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
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 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
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆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
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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 +0.0 pp -4.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
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 (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