Signals

← Signals

☆IBDU

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

Flow ranking

Rank#847
Score / z0.135 / 0.15
Consensus185.44 over 312 funds
Momentum-0.23 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-0%
Short interest+221% / 1.0d ⚡

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 ▾
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 200.8 11.6% 5 +5.2 pp +5.5 pp +4.9 pp +4.9 pp
☆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 176.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 150.5 1.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 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 150.3 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 134.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 119.0 1.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 93.5 1.2% 1 +1.2 pp -0.1 pp -0.1 pp -2.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 90.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 83.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 72.8 1.0% 5 +0.0 pp +0.3 pp +0.9 pp +1.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 66.1 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 58.1 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 53.0 0.0% 5 -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 51.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 46.8 1.5% 5 -0.4 pp -0.3 pp -0.2 pp -0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 45.8 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 43.9 2.7% 5 -0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 41.0 2.2% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 37.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 37.6 1.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 36.2 1.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 35.9 4.6% 5 -0.5 pp -0.0 pp +0.0 pp -0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 34.5 1.0% 6 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 30.5 1.0% 5 +0.1 pp +0.4 pp +0.5 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 28.5 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 28.3 1.5% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 28.3 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 28.0 1.8% 5 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 28.0 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 26.9 5.9% 5 -0.4 pp -1.8 pp +0.3 pp +0.9 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 25.9 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 20.3 2.0% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 18.4 2.4% 3 -0.2 pp -0.2 pp +2.4 pp +2.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 17.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 16.6 0.6% 5 +0.0 pp +0.2 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 16.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 15.2 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 14.7 2.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.0 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 13.9 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.2 0.0% 1 +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 +0.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 12.8 0.5% 5 -0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 12.7 0.8% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 12.5 1.8% 6 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 12.4 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 12.2 4.4% 3 -0.3 pp -0.2 pp +4.4 pp +4.4 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 12.0 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 11.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 10.6 0.6% 5 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 10.3 1.1% 5 +0.5 pp +0.7 pp +0.9 pp +0.9 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 10.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 9.4 3.5% 5 -0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.4 0.1% 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 +0.1 pp +0.1 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 9.1 2.5% 4 -0.2 pp -1.9 pp -2.8 pp +2.5 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 8.5 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 8.1 3.4% 5 -0.1 pp +0.1 pp +0.3 pp +0.2 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 7.9 0.5% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 7.9 1.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆InvesTrust CIK 0002050848 0.267 95 7.2 2.8% 5 +0.1 pp +0.5 pp +0.5 pp +0.6 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 7.1 2.3% 5 -0.3 pp -0.4 pp -3.6 pp -3.3 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 6.9 2.5% 1 +2.5 pp -0.0 pp +2.5 pp +0.0 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 6.9 1.2% 5 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.4 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.8 1.3% 5 +1.2 pp -0.2 pp -0.2 pp -0.2 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 5.8 2.9% 5 +0.4 pp +0.1 pp +0.2 pp +0.3 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 5.7 1.6% 5 -0.1 pp -0.0 pp +0.1 pp -0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 5.5 0.9% 4 +0.6 pp +0.7 pp +0.8 pp +0.9 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
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 5.4 2.5% 5 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.4 1.9% 5 -0.1 pp -0.0 pp -0.1 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 5.3 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 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.0 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 4.7 2.6% 4 +0.0 pp +0.0 pp +0.0 pp +2.6 pp
☆10Elms LLP CIK 0002056650 0.266 526 4.6 2.0% 5 +0.5 pp +1.2 pp +1.3 pp +1.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 4.4 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 4.4 0.9% 5 +0.1 pp +0.6 pp +0.7 pp +0.7 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 4.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.4 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 4.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 4.3 1.4% 5 -0.0 pp +0.3 pp +1.1 pp +1.3 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 4.2 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 4.1 0.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 4.1 2.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.6 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 4.0 2.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 4.0 0.3% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 3.8 1.0% 5 -0.0 pp +0.1 pp +0.5 pp +0.4 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 3.8 0.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 3.8 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 3.7 1.1% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.7 0.4% 4 +0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 3.6 1.6% 4 -0.3 pp -0.3 pp -1.8 pp +1.6 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 3.5 0.5% 5 -1.2 pp -1.2 pp -1.2 pp -1.4 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 3.5 0.2% 2 -0.0 pp +0.2 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.4 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 3.3 2.0% 5 +0.2 pp +0.2 pp +0.1 pp -0.1 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 3.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 3.2 1.7% 5 -0.1 pp +0.4 pp +0.8 pp +1.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.1 0.1% 5 +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 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 2.9 1.4% 5 -0.1 pp +0.2 pp +1.2 pp +1.2 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
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 2.9 0.5% 1 +0.5 pp +0.5 pp -0.0 pp -0.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 2.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 2.8 0.6% 3 -1.3 pp +0.2 pp +0.6 pp +0.6 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.8 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 2.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 2.6 0.4% 3 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 2.6 0.9% 5 -0.1 pp +0.5 pp +0.5 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 2.5 0.7% 5 -0.6 pp -0.3 pp -0.1 pp -0.0 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 2.5 1.0% 3 -0.1 pp +0.8 pp +1.0 pp +0.4 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 2.5 0.9% 5 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.5 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 2.5 3.8% 2 +1.4 pp +3.8 pp +3.8 pp +3.8 pp
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☆Miller Global Investments, LLC CIK 0002099097 0.052 295 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.0 0.0% 0 +0.0 pp -0.2 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
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 +0.0 pp -0.6 pp -0.9 pp -1.0 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 (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