Signals

← Signals

☆IBDS

413 in-universe funds with a nonzero position in IBDS within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#716
Score / z0.160 / 0.24
Consensus174.29 over 309 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-27% / 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 205.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 107.3 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 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 94.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 93.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 87.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 86.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 78.8 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 74.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 69.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 68.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 46.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 39.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 38.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 35.5 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 34.8 0.6% 2 -0.9 pp +0.6 pp +0.6 pp +0.6 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 33.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 32.7 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 30.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 29.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 28.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 28.0 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 25.8 17.7% 2 -4.2 pp +17.7 pp +17.7 pp +17.7 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 25.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 24.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 24.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 21.8 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 17.6 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 17.4 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 17.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 17.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 17.1 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 15.2 0.0% 2 +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 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 13.7 3.3% 2 +0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 13.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 12.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 12.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 12.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 11.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 10.8 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 10.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 10.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 10.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 10.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 9.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 9.4 1.1% 2 -1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 9.1 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 8.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 8.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆InvesTrust CIK 0002050848 0.267 95 8.5 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 8.3 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 7.7 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 7.6 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 6.7 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 6.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 6.4 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 6.1 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 6.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 5.8 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 5.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 5.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 5.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.2 0.8% 3 -0.1 pp -0.5 pp +0.8 pp +0.8 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 5.2 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 5.1 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 5.0 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 4.9 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 4.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 4.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 4.7 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 4.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 4.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 4.5 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 4.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 4.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TLWM CIK 0001732537 0.888 73 4.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Robbins Farley CIK 0001847820 0.257 157 3.6 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 3.2 2.0% 1 +2.0 pp +1.5 pp +1.5 pp +2.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 3.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 3.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.0 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 2.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.7 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 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.6 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 2.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 2.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 2.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.4 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 2.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 2.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 2.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 2.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenfield Savings Bank CIK 0001940406 0.270 148 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverstone Advisors, LLC CIK 0001763404 0.637 85 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Cypress Capital Management, LLC CIK 0002022614 0.622 29 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.0 0.0% 0 -4.9 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
☆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
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 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 -5.2 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
☆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
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 -3.9 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
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 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
☆Sigma Planning Corp CIK 0001449126 0.520 1394 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 -3.9 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
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.3 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 IBDS). Qtrs Held counts distinct quarters this fund has actually held IBDS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBDS position size. Δ columns are the percentage-point change in IBDS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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