Signals

← Signals

☆IBDT

513 in-universe funds with a nonzero position in IBDT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1355
Score / z0.022 / 0.01
Consensus195.42 over 331 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)
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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 240.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 139.5 0.2% 5 -0.0 pp -0.2 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 121.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 106.7 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 98.2 1.3% 5 -0.2 pp -0.1 pp -0.1 pp -2.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 95.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 90.2 1.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 83.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 80.2 1.1% 5 -0.0 pp +0.2 pp +1.0 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 46.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 43.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 42.1 2.6% 5 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 41.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 38.4 3.0% 5 -0.2 pp -0.0 pp +0.0 pp -0.1 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 38.1 1.3% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 36.7 2.0% 5 -0.5 pp -0.6 pp -0.7 pp -0.8 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 35.6 4.5% 5 -0.5 pp -0.1 pp -0.0 pp -0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 35.1 1.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 33.8 1.6% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 33.1 1.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 32.7 1.4% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 30.5 2.0% 5 -0.3 pp -0.1 pp +0.1 pp -0.1 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 27.5 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 27.5 0.3% 4 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.0 0.0% 5 -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 27.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 23.9 20.4% 1 +20.4 pp +20.4 pp +20.1 pp +20.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 20.1 2.0% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 19.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 19.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 19.0 2.4% 4 -0.2 pp -0.2 pp +2.4 pp +2.4 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 17.2 0.9% 5 -0.2 pp -0.2 pp +0.3 pp +0.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 17.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 16.5 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 16.1 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 14.9 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 14.7 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 14.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 14.2 1.4% 4 -0.0 pp +0.1 pp +0.3 pp +1.4 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 13.5 1.5% 5 +0.3 pp +0.6 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 13.4 0.8% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 13.0 3.4% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 13.0 3.0% 3 +0.1 pp +1.0 pp +3.0 pp +3.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 12.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 12.8 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 10.4 3.8% 5 -0.3 pp -0.0 pp +0.2 pp +0.1 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.2 2.8% 4 -0.2 pp -2.2 pp -3.2 pp +2.8 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 10.1 1.6% 5 +0.5 pp +0.6 pp +0.7 pp +1.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 9.9 1.3% 5 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 9.3 3.9% 5 -0.2 pp +0.1 pp +0.7 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.2 0.1% 1 +0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 8.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆InvesTrust CIK 0002050848 0.267 95 8.4 3.2% 5 -0.1 pp +0.2 pp +0.4 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 8.1 4.8% 5 +0.0 pp +0.3 pp +0.5 pp +0.7 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 7.7 3.3% 2 -0.2 pp +3.3 pp +3.3 pp -0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 7.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 7.1 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 7.0 1.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 6.9 0.7% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 6.7 1.4% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 6.7 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 6.6 1.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 6.6 2.1% 5 -0.2 pp -0.0 pp +0.4 pp +0.5 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 6.6 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 6.4 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 6.3 3.1% 5 +0.4 pp +0.2 pp +0.3 pp +0.4 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 6.2 1.3% 5 +0.1 pp -0.7 pp -0.5 pp -0.3 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 6.2 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 6.2 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 6.1 1.6% 5 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 6.0 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.8 2.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.8 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.7 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 5.7 0.9% 5 -0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 5.4 2.6% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 5.3 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 5.1 0.7% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 4.9 2.1% 5 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.8 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 4.8 4.1% 2 -0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 4.6 2.5% 4 +0.0 pp -0.1 pp -0.1 pp +2.5 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 4.6 0.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 4.6 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.4 0.2% 2 -0.1 pp +0.2 pp -0.9 pp -0.9 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 4.3 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 4.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 4.1 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 4.1 0.7% 5 -0.4 pp -0.2 pp +0.0 pp -0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 4.0 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 3.9 1.4% 5 -0.1 pp +0.3 pp +0.6 pp +0.8 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.8 1.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 3.7 1.4% 5 +0.3 pp -0.2 pp -0.3 pp -0.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 3.7 0.5% 6 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 3.7 0.5% 5 -1.2 pp -1.2 pp -1.2 pp -1.3 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 3.7 2.0% 5 -0.1 pp +0.2 pp +0.5 pp +0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 3.4 1.0% 5 +0.6 pp +0.7 pp +0.7 pp +0.9 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 3.4 0.5% 6 -0.5 pp -1.2 pp -1.1 pp -1.2 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.4 0.6% 1 +0.6 pp +0.6 pp -0.1 pp -0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.3 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 3.3 0.5% 5 -0.1 pp -0.1 pp +0.2 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.2 2.3% 5 -0.0 pp -0.1 pp +0.1 pp -0.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 3.1 0.3% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 3.1 0.9% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 3.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 3.0 4.5% 2 +1.4 pp +4.5 pp +4.5 pp +4.5 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 3.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.9 2.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 2.9 0.5% 4 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 2.7 1.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
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☆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
☆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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -13.0 pp +0.0 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Adalta Capital Management LLC CIK 0001698926 0.403 103 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 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
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.4 pp -0.4 pp -0.6 pp -0.3 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 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
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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
☆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
☆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
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DARA CAPITAL US, INC. CIK 0001891892 0.086 110 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 0.0 0.0% 0 -6.4 pp -0.4 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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