Signals

← Signals

☆IBDT

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

Flow ranking

Rank#18623
Score / z0.000 / -0.02
Consensus158.84 over 277 funds
Momentumnot computed

Price & positioning

227 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)
–
Fund Positions
–
Quarters Held
–

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 198.7 0.0% 2 -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 102.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 77.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 66.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 64.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 59.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 53.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.0 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 48.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 44.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 43.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 41.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 40.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 33.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 33.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 31.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 29.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 28.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 28.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 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 25.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 24.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 24.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 23.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.8 0.0% 1 +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 20.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 16.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 14.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 12.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 12.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 11.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 9.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 9.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 9.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 9.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 7.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆InvesTrust CIK 0002050848 0.267 95 6.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 6.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 6.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 5.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 5.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 5.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 5.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 4.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 4.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.4 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 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 4.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 4.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.7 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 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 3.4 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
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 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
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 3.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆FF Advisors,LLC CIK 0002011904 0.517 123 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.5 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
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.4 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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farmers National Bank CIK 0001632966 0.440 180 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.5 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.4 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 0.2 0.1% 1 +0.1 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
☆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
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 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
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 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
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 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% 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
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 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
☆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
☆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
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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 0.1 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
☆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
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 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
☆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
☆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
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 1 +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
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 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
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 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
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 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
☆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
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
☆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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 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
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -2.3 pp -2.2 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 IBDT). Qtrs Held counts distinct quarters this fund has actually held IBDT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBDT position size. Δ columns are the percentage-point change in IBDT'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