Signals

← Signals

☆IBDU

373 in-universe funds with a nonzero position in IBDU within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1513
Score / z0.004 / -0.01
Consensus165.30 over 282 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 171.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 155.9 1.3% 3 +0.2 pp +0.2 pp +1.3 pp +1.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 131.3 0.2% 3 +0.1 pp +0.1 pp +0.2 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 128.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 112.3 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 89.1 6.0% 3 -0.6 pp -0.6 pp +6.0 pp +6.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 87.1 1.3% 3 -0.0 pp -2.2 pp +1.3 pp +1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 82.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 69.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 50.6 0.7% 3 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 49.9 0.0% 3 +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 49.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 43.0 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 41.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 40.9 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 37.8 2.5% 3 +0.9 pp +0.9 pp +2.5 pp +2.5 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 36.0 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 35.5 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 33.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 33.3 4.6% 3 +0.0 pp -0.1 pp +4.6 pp +4.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 31.8 1.0% 4 -0.0 pp -0.3 pp -0.3 pp +1.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 26.9 7.7% 3 +2.2 pp +2.7 pp +7.7 pp +7.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 26.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 25.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 25.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 24.8 1.9% 3 +0.2 pp +0.1 pp +1.9 pp +1.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 24.3 1.6% 3 -0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 22.7 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 22.0 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 18.6 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 18.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 14.3 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 14.1 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 12.6 2.1% 3 +0.1 pp +0.3 pp +2.1 pp +2.1 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 12.3 3.4% 3 +0.0 pp +0.6 pp +3.4 pp +3.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 11.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 11.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 11.4 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 11.0 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 10.6 1.7% 4 +0.1 pp +0.0 pp -0.0 pp +1.7 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 10.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 10.2 0.6% 3 -0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 10.1 1.7% 3 -0.0 pp -0.2 pp +1.7 pp +1.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 9.6 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 9.3 4.4% 2 -0.8 pp +4.4 pp +4.4 pp +4.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 8.8 3.4% 3 +0.2 pp +0.2 pp +3.4 pp +3.4 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 8.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 8.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 7.4 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 7.2 2.7% 3 -3.2 pp -2.9 pp +2.7 pp +2.7 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 7.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 7.0 3.3% 3 +0.2 pp +0.1 pp +3.3 pp +3.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 6.5 2.5% 1 +2.5 pp +0.1 pp +2.5 pp +2.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 6.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 6.3 1.3% 3 +0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆InvesTrust CIK 0002050848 0.267 95 5.9 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 5.8 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 5.7 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.7 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 5.3 1.6% 3 +0.2 pp -0.0 pp +1.6 pp +1.6 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.1 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 5.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 4.7 2.7% 3 +0.1 pp +0.2 pp +2.7 pp +2.7 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.6 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.4 2.2% 3 +0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 4.3 2.1% 3 +0.3 pp +0.2 pp +2.1 pp +2.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 4.3 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 4.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 4.2 2.5% 3 +0.0 pp -0.3 pp +2.5 pp +2.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 4.1 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.1 0.3% 3 -0.2 pp +0.0 pp +0.3 pp +0.3 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 4.1 2.5% 2 +0.0 pp +2.5 pp +0.4 pp +0.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 3.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 3.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 3.7 2.0% 2 -1.5 pp +2.0 pp +2.0 pp +2.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 3.5 1.8% 3 -0.1 pp -0.3 pp +1.8 pp +1.8 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.5 2.6% 3 +0.2 pp +0.2 pp +2.6 pp +2.6 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.4 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 3.4 1.0% 3 +0.2 pp +0.3 pp +1.0 pp +1.0 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 3.3 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 3.0 1.1% 3 +0.8 pp +1.0 pp +1.1 pp +1.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 2.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 2.9 0.9% 3 +0.3 pp +0.3 pp +0.9 pp +0.9 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 2.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 2.9 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 2.9 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.7 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 2.6 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 2.5 0.6% 3 -0.4 pp -0.4 pp +0.6 pp +0.6 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 2.3 1.3% 3 +0.4 pp +0.7 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 2.2 1.2% 3 +1.0 pp +1.0 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 2.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 1.9 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 1.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 1.9 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 +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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 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
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 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 -0.5 pp -0.6 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
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 0.0 0.0% 0 +0.0 pp -3.8 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 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
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 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
☆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
☆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
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 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 +0.0 pp -0.2 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 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 IBDU). Qtrs Held counts distinct quarters this fund has actually held IBDU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBDU position size. Δ columns are the percentage-point change in IBDU's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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