Signals

← Signals

☆IBDU

301 in-universe funds with a nonzero position in IBDU within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#18624
Score / z0.000 / -0.02
Consensus133.69 over 240 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 148.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 117.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 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 105.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 104.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 81.9 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 65.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 61.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 43.3 0.0% 1 +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% 1 +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% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 40.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 37.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 35.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 34.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 33.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 32.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 31.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 31.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 27.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 26.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 24.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 22.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 21.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 21.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 21.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 20.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 18.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 17.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 16.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 14.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 11.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 9.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 9.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 9.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 8.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 8.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 8.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 8.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 7.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 7.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 6.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 6.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 5.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆InvesTrust CIK 0002050848 0.267 95 5.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 5.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 4.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 4.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 4.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 4.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 4.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 4.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 4.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 3.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 3.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 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 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 1.9 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 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Snider Financial Group CIK 0001820681 0.424 103 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 1 +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 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.371 113 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -2.2 pp -2.1 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.2 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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