Signals

← Signals

☆IBDS

370 in-universe funds with a nonzero position in IBDS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#729
Score / z0.177 / 0.21
Consensus158.58 over 284 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 196.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 102.2 1.8% 1 +1.8 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 96.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 78.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 75.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 74.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 68.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 62.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 59.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 51.2 0.0% 1 +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 44.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 36.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 35.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 34.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 32.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 31.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 28.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 27.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 25.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 25.5 21.8% 1 +21.8 pp +21.8 pp +21.8 pp +21.8 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 24.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 24.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 23.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 21.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 19.6 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 16.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 16.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 16.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 16.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 15.6 0.3% 1 +0.3 pp +0.3 pp +0.3 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 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 13.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 13.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 11.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 11.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 11.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 11.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 10.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 10.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 9.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 9.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 8.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 8.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆InvesTrust CIK 0002050848 0.267 95 7.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 7.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 7.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 6.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 6.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 6.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 6.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 6.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 5.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 5.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.6 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 5.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 5.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 4.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 4.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 4.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 4.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 3.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 3.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Robbins Farley CIK 0001847820 0.257 157 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 3.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenfield Savings Bank CIK 0001940406 0.270 148 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.2 0.0% 1 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 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% 1 +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% 1 +0.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +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% 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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% 2 -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% 1 +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% 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +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% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.6 pp -0.6 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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