Signals

← Signals

☆IBDT

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

Flow ranking

Rank#1284
Score / z0.021 / 0.03
Consensus182.51 over 314 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 207.9 0.0% 3 -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 111.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 87.2 1.4% 2 -2.1 pp +1.4 pp +1.4 pp +1.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 84.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 82.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 68.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 66.5 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 61.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.4 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 50.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 48.2 0.0% 2 -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 43.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 41.5 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 41.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 34.7 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 34.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 32.3 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 31.1 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 30.8 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 30.7 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 30.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 29.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 28.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 25.0 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 24.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 19.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 17.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 16.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 15.1 0.3% 2 -0.0 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 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 14.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 13.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 13.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 12.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 12.3 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 10.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 10.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 10.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 10.0 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 9.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 9.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 9.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 9.3 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 9.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 8.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆InvesTrust CIK 0002050848 0.267 95 7.7 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 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
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 7.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 6.6 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.365 92 6.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 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
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 5.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 5.6 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 5.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 5.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 5.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 5.0 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 4.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 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
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 4.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 4.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 4.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 4.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 4.3 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 4.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.3 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Centric Wealth Management CIK 0001752761 0.253 209 4.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 4.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 4.2 2.6% 1 +2.6 pp +0.3 pp +0.5 pp +2.6 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 3.8 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 3.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 3.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 3.4 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 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 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
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 3.1 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 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
☆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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 2.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.8 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
☆Mariner, LLC CIK 0001373442 0.925 3517 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 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 2.7 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 2.6 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 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
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.5 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 2.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 2.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 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
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 2.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 2.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 2.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 1.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 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
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 2 -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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 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 0.1 0.0% 2 -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
☆Addison Advisors LLC CIK 0001843745 0.131 707 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
☆Trust Co CIK 0001632554 0.769 908 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
☆2UniFi Bank CIK 0002040900 0.000 0 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
☆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
☆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
☆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
☆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
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 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
☆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
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 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
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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
☆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
☆EASTERN BANK CIK 0001126395 0.668 1038 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 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% 2 +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
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +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
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 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
☆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
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 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% 2 -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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 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% 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 2 -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
☆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
☆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
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -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% 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 -4.0 pp +0.0 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
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 -0.1 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
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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 -0.2 pp +0.0 pp +0.0 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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 -0.2 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
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.0 0.0% 0 -0.1 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 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 (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