Signals

← Signals

☆IBDS

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

Flow ranking

Rank#1397
Score / z0.025 / 0.00
Consensus199.57 over 360 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 224.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 126.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 112.7 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 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 106.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 103.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 100.2 1.4% 4 -0.0 pp +0.2 pp +0.2 pp +1.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 83.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 81.8 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 49.7 3.4% 4 +0.1 pp +0.9 pp +1.0 pp +3.4 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 46.9 0.8% 4 +0.0 pp -1.0 pp -1.1 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 44.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 42.7 0.7% 4 +0.1 pp +0.1 pp -0.8 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.5 0.0% 4 +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 39.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 36.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 35.5 5.1% 4 +0.4 pp +0.5 pp +0.3 pp +5.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 35.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 34.4 10.0% 2 +1.1 pp +10.0 pp +10.0 pp +10.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 33.2 2.1% 4 -0.0 pp -0.1 pp -0.0 pp +2.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 33.0 2.0% 4 -0.0 pp -0.2 pp -0.3 pp +2.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 31.4 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 30.8 1.2% 4 +0.1 pp +0.1 pp +0.2 pp +1.2 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 29.5 2.3% 4 +0.1 pp +0.3 pp +0.2 pp +2.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.9 0.0% 4 +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 24.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 24.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 23.9 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 21.7 4.0% 4 +0.4 pp +0.7 pp +1.0 pp +4.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 20.8 2.0% 4 +0.2 pp +0.4 pp +0.4 pp +2.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 19.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 18.7 2.6% 4 -0.0 pp -0.1 pp -0.1 pp +2.6 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
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 18.3 0.6% 4 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 17.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 17.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 17.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 16.5 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.5 0.2% 4 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 14.9 1.8% 4 +0.2 pp +0.5 pp +0.4 pp +1.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 14.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 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
☆CWM, LLC CIK 0001535847 0.788 5645 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 14.1 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 13.9 0.5% 5 -0.5 pp -0.5 pp -0.4 pp -0.5 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 13.5 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 12.6 1.5% 4 +0.3 pp +0.3 pp -0.7 pp +1.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.4 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 11.7 1.7% 4 +0.1 pp +0.3 pp +0.3 pp +1.7 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 11.3 1.8% 4 +0.1 pp +0.1 pp -0.0 pp +1.8 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 10.9 0.7% 4 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 10.5 1.1% 4 -0.3 pp -0.3 pp -0.4 pp +1.1 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 10.5 3.0% 4 -0.0 pp -0.0 pp -0.3 pp +3.0 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.2 3.0% 3 -1.9 pp -2.9 pp +3.0 pp +3.0 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 9.7 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 9.1 4.3% 4 +0.3 pp +0.5 pp +0.3 pp +4.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 8.5 3.4% 4 +0.2 pp +0.2 pp +0.1 pp +3.4 pp
☆InvesTrust CIK 0002050848 0.267 95 8.4 3.5% 4 +0.3 pp +0.4 pp +0.5 pp +3.5 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 8.2 3.5% 1 +3.5 pp +3.5 pp -0.4 pp +3.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 8.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 8.0 4.8% 4 +0.3 pp +0.5 pp +0.7 pp +4.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 7.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 7.4 1.3% 4 +0.0 pp +0.4 pp +0.4 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 6.9 1.3% 4 +0.0 pp +0.1 pp -0.0 pp +1.3 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 6.8 1.2% 4 +0.1 pp +0.3 pp +0.6 pp +1.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 6.8 2.7% 4 +0.3 pp +0.8 pp +1.1 pp +2.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 6.6 1.9% 4 -0.0 pp -0.0 pp -0.2 pp +1.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 6.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 6.3 2.4% 4 -0.2 pp -0.1 pp -0.1 pp +2.4 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 6.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆MCF Advisors LLC CIK 0001602905 0.682 1403 6.1 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 6.1 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 5.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.9 0.2% 4 +0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 5.7 2.1% 4 +0.1 pp +0.2 pp +0.0 pp +2.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 5.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.7 2.2% 4 +0.1 pp +0.1 pp +0.0 pp +2.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 5.4 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.3 1.4% 4 -0.0 pp -0.1 pp -0.0 pp +1.4 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 5.3 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 5.3 2.6% 4 +0.0 pp +0.1 pp +0.1 pp +2.6 pp
☆ES4, LLC CIK 0002095578 0.524 32 5.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 5.0 1.1% 4 -0.9 pp -0.7 pp -0.6 pp +1.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.9 0.4% 4 +0.0 pp -0.3 pp -0.0 pp +0.4 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 4.9 0.4% 4 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 4.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 4.5 1.3% 4 +0.2 pp +0.4 pp +0.5 pp +1.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Robbins Farley CIK 0001847820 0.257 157 4.2 1.9% 4 +0.0 pp +0.3 pp +0.4 pp +1.9 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.1 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 4.1 0.8% 4 +0.1 pp +0.3 pp +0.5 pp +0.8 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 4.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆TLWM CIK 0001732537 0.888 73 4.0 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.9 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 3.6 0.6% 5 -0.3 pp -0.3 pp -0.4 pp -0.7 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
☆Breachway Investments LLC CIK 0002106661 0.032 74 3.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 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
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 3.5 1.6% 4 +0.2 pp -0.1 pp -0.2 pp +1.6 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 3.4 1.4% 4 -0.6 pp -0.9 pp -0.7 pp +1.4 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 3.3 2.0% 3 -0.2 pp -0.0 pp +2.0 pp +1.4 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.3 2.2% 4 +0.1 pp +0.3 pp +0.2 pp +2.2 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
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 3.0 1.8% 4 +0.2 pp +0.3 pp +0.5 pp +1.8 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 3.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.9 0.9% 4 +0.3 pp +0.6 pp +0.7 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.8 2.1% 4 +0.1 pp -0.0 pp -0.0 pp +2.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 2.8 0.9% 4 +0.1 pp +0.4 pp +0.5 pp +0.9 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.8 0.2% 1 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 2.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.7 1.4% 4 -0.0 pp +0.4 pp +0.5 pp +1.4 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 2.7 1.6% 4 +0.1 pp +0.0 pp -0.0 pp +1.6 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 2.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 2.5 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 2.5 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.5 0.6% 4 +0.0 pp +0.1 pp +0.3 pp +0.6 pp
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☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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 -0.2 pp -0.2 pp -0.2 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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -3.9 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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 -2.0 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
☆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
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 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
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 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
☆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
☆Greenfield Savings Bank CIK 0001940406 0.270 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 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 +0.0 pp +0.0 pp -0.1 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
☆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 -0.6 pp -0.6 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
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.0 0.0% 0 +0.0 pp +0.0 pp -4.9 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.3 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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
☆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
☆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
☆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
☆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
☆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 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 (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