Signals

← Signals

☆IBDT

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

Flow ranking

Rank#16979
Score / z0.000 / -0.02
Consensus192.90 over 346 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 226.7 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 133.9 0.2% 4 -0.1 pp +0.1 pp +0.0 pp +0.2 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 117.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 113.4 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 95.1 1.5% 4 +0.1 pp +0.1 pp -2.0 pp +1.5 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 89.5 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 89.3 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 79.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 74.5 1.1% 4 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 63.7 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 46.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 44.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 41.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 41.1 2.5% 4 -0.1 pp -0.2 pp -0.3 pp +2.5 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 39.6 2.7% 4 +0.2 pp +0.6 pp +0.6 pp +2.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 36.4 3.2% 4 +0.2 pp +0.2 pp +0.1 pp +3.2 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 35.7 1.6% 4 +0.1 pp +0.1 pp +0.0 pp +1.6 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 34.8 5.0% 4 +0.4 pp +0.5 pp +0.3 pp +5.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 33.1 2.1% 4 -0.0 pp -0.1 pp -0.0 pp +2.1 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 33.0 1.6% 4 +0.0 pp +0.1 pp +0.0 pp +1.6 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 32.4 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 31.2 1.2% 4 +0.1 pp +0.1 pp +0.2 pp +1.2 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 29.4 2.3% 4 +0.2 pp +0.3 pp +0.2 pp +2.3 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 26.7 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 25.1 0.0% 4 +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 22.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 22.0 6.4% 2 +5.9 pp +6.4 pp +6.4 pp +6.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 20.1 2.0% 4 +0.2 pp +0.3 pp +0.3 pp +2.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 18.8 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% 3 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 18.3 1.1% 4 -0.0 pp +0.5 pp +0.8 pp +1.1 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
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 16.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 14.6 1.5% 4 +0.0 pp +0.1 pp -0.0 pp +1.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆Glenview Trust Co CIK 0001691827 0.856 500 14.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 13.9 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 13.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 12.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 12.7 2.9% 2 +0.9 pp +2.9 pp +2.9 pp +2.9 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 12.6 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 12.6 3.6% 4 +0.2 pp +0.2 pp +0.1 pp +3.6 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 12.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 12.4 0.9% 4 +0.0 pp +0.1 pp +0.2 pp +0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 11.0 1.7% 4 +0.0 pp +0.0 pp -0.1 pp +1.7 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.2 3.0% 3 -2.0 pp -2.9 pp +3.0 pp +3.0 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 10.1 4.1% 4 +0.2 pp +0.4 pp +0.4 pp +4.1 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 9.8 1.2% 4 +0.3 pp +0.6 pp +0.5 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 9.0 1.3% 4 +0.2 pp +0.7 pp +0.7 pp +1.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 8.7 4.1% 4 +0.3 pp +0.9 pp +0.7 pp +4.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 8.4 3.6% 1 +3.6 pp +3.6 pp -0.3 pp +3.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆InvesTrust CIK 0002050848 0.267 95 8.0 3.3% 4 +0.3 pp +0.5 pp +0.8 pp +3.3 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 7.9 4.8% 4 +0.3 pp +0.5 pp +0.7 pp +4.8 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 7.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 6.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 6.7 1.9% 4 +0.0 pp +0.1 pp -0.1 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 6.4 1.5% 4 +0.1 pp +0.3 pp +0.3 pp +1.5 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 6.4 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 6.4 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 6.3 1.0% 5 -0.7 pp -0.6 pp -0.7 pp -0.8 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 6.3 2.3% 4 +0.1 pp +0.6 pp +0.7 pp +2.3 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 6.2 1.1% 4 +0.0 pp -0.0 pp -0.2 pp +1.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 6.2 1.1% 4 +0.1 pp +0.2 pp +0.5 pp +1.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 5.9 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 5.9 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.9 1.3% 4 +0.0 pp +0.0 pp -0.0 pp +1.3 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 5.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 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
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.7 2.2% 4 +0.1 pp +0.0 pp +0.1 pp +2.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 5.6 1.1% 4 +0.2 pp +0.4 pp +0.3 pp +1.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 2.1% 4 -0.2 pp -0.1 pp -0.1 pp +2.1 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 5.5 1.6% 4 +0.0 pp +0.3 pp +0.3 pp +1.6 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.4 1.4% 4 -0.0 pp -0.0 pp +0.1 pp +1.4 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 5.4 1.2% 4 -0.8 pp -0.6 pp -0.4 pp +1.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.1 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 5.1 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 5.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 5.1 2.7% 4 -0.3 pp -0.2 pp -0.1 pp +2.7 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 5.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 5.0 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 5.0 0.4% 4 +0.0 pp -0.2 pp +0.0 pp +0.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 5 -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 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 4.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 4.8 0.9% 4 +0.1 pp +0.3 pp +0.6 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 4.6 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 4.6 1.3% 4 +0.2 pp +0.4 pp +0.5 pp +1.3 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.5 0.3% 1 +0.3 pp -0.8 pp -0.9 pp +0.3 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.4 2.2% 4 -0.0 pp +0.0 pp +0.0 pp +2.2 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 4.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 4.3 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 4.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 3.9 1.5% 4 +0.4 pp +0.8 pp +1.0 pp +1.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 3.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.6 1.4% 4 +0.0 pp +0.1 pp +0.1 pp +1.4 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
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 3.5 2.0% 4 +0.3 pp +0.6 pp +0.9 pp +2.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 3.5 0.6% 4 +0.0 pp +0.3 pp +0.0 pp +0.6 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
☆Breachway Investments LLC CIK 0002106661 0.032 74 3.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.2 2.4% 4 -0.1 pp +0.1 pp -0.0 pp +2.4 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 3.1 1.0% 4 +0.2 pp +0.2 pp +0.2 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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 2.9 2.1% 4 +0.1 pp -0.0 pp -0.0 pp +2.1 pp
☆10Elms LLP CIK 0002056650 0.266 526 2.7 1.7% 4 +0.6 pp +0.7 pp +0.6 pp +1.7 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 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
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 2.6 1.1% 4 -0.4 pp -0.6 pp -0.5 pp +1.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 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 2.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 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
☆MASECO LLP CIK 0002074052 0.917 291 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 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 0 +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% 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 -0.7 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
☆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
☆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
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 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 +0.0 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
☆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 +0.0 pp -0.1 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 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 (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