Signals

← Signals

☆IBDU

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

Flow ranking

Rank#16980
Score / z0.000 / -0.02
Consensus181.44 over 324 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 170.1 0.0% 5 -0.0 pp +0.0 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 155.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 148.4 1.2% 4 -0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 118.2 1.9% 4 +0.1 pp +0.1 pp +0.0 pp +1.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 117.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 92.5 6.3% 4 +0.3 pp -0.4 pp -0.3 pp +6.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 85.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 76.0 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 73.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 65.8 0.9% 4 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 55.4 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 54.4 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 49.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 43.4 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 43.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 41.1 2.8% 4 +0.3 pp +1.1 pp +1.2 pp +2.8 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 40.7 2.5% 4 -0.0 pp -0.2 pp -0.2 pp +2.5 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 36.8 1.8% 4 +0.0 pp +0.1 pp +0.0 pp +1.8 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 35.9 1.9% 4 +0.1 pp +0.1 pp +0.0 pp +1.9 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 35.1 5.1% 4 +0.5 pp +0.5 pp +0.3 pp +5.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 34.7 1.2% 5 +0.1 pp +0.1 pp -0.2 pp -0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 27.5 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 27.4 0.9% 4 +0.3 pp +0.5 pp +0.6 pp +0.9 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 27.1 6.3% 4 -1.4 pp +0.7 pp +1.3 pp +6.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 26.8 1.7% 4 +0.0 pp -0.1 pp +0.0 pp +1.7 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 26.7 2.1% 4 +0.2 pp +0.4 pp +0.3 pp +2.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 26.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 25.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 23.6 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 21.5 6.2% 2 +5.9 pp +6.2 pp +6.2 pp +6.2 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 20.3 2.0% 4 +0.2 pp +0.3 pp +0.3 pp +2.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 18.1 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 16.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 15.4 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 14.9 1.5% 4 +0.1 pp +0.1 pp -0.0 pp +1.5 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
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.8 0.0% 4 +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 13.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 13.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 13.0 2.3% 4 +0.1 pp +0.2 pp +0.4 pp +2.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 12.8 1.5% 3 +0.2 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 +0.7 pp +3.6 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 11.9 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 11.7 0.9% 4 +0.0 pp +0.2 pp +0.2 pp +0.9 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.7 0.5% 4 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 11.6 1.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 11.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 11.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 10.8 1.7% 4 +0.0 pp +0.0 pp -0.1 pp +1.7 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 10.7 1.2% 4 +0.1 pp +0.1 pp +0.2 pp +1.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 10.6 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 10.5 0.6% 4 +0.0 pp +0.0 pp +0.3 pp +0.6 pp
☆ES4, LLC CIK 0002095578 0.524 32 10.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 10.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 10.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 9.9 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 9.6 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 9.2 2.7% 3 -1.7 pp -2.6 pp +2.7 pp +2.7 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 9.2 3.7% 4 +0.3 pp +0.5 pp +0.5 pp +3.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 8.4 1.9% 2 +1.5 pp +1.9 pp +1.9 pp +1.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.9 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 7.5 1.8% 4 +0.1 pp +0.0 pp -0.0 pp +1.8 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 7.5 3.5% 4 +0.3 pp +0.5 pp +0.3 pp +3.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 7.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 7.1 2.6% 4 -0.2 pp -3.3 pp -3.0 pp +2.6 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 6.7 1.3% 4 +0.0 pp +0.1 pp +0.0 pp +1.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆InvesTrust CIK 0002050848 0.267 95 6.4 2.7% 4 +0.4 pp +0.4 pp +0.5 pp +2.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 6.1 0.5% 4 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.365 92 5.7 1.6% 4 +0.0 pp +0.2 pp +0.0 pp +1.6 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 5.7 2.2% 4 -0.2 pp -0.1 pp -0.1 pp +2.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.2 2.0% 4 +0.1 pp +0.0 pp +0.1 pp +2.0 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 5.2 0.6% 4 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 4.6 2.5% 4 -0.3 pp -0.1 pp -0.1 pp +2.5 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.6 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.4 0.3% 4 +0.0 pp -0.2 pp +0.0 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.3 2.1% 4 -0.1 pp -0.0 pp -0.0 pp +2.1 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 4.3 1.3% 4 +0.3 pp +0.5 pp +0.6 pp +1.3 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 4.3 2.6% 3 +0.0 pp +0.0 pp +2.6 pp +0.4 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 4.3 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 4.2 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 4.1 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 4.1 2.5% 4 -0.0 pp +0.0 pp -0.3 pp +2.5 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 4.0 0.7% 4 +0.2 pp +0.4 pp +0.4 pp +0.7 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 4.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 4.0 2.4% 4 +0.2 pp +0.2 pp +0.3 pp +2.4 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 3.8 1.4% 4 +0.3 pp +1.1 pp +1.3 pp +1.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 3.6 2.0% 3 -0.0 pp -1.5 pp +2.0 pp +2.0 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
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 3.5 1.2% 4 +0.2 pp +0.3 pp +0.3 pp +1.2 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 3.5 1.8% 4 -0.1 pp -0.2 pp -0.4 pp +1.8 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 3.5 1.0% 4 +0.2 pp +0.5 pp +0.5 pp +1.0 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 3.5 0.8% 4 +0.5 pp +0.6 pp +0.6 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 3.4 0.2% 1 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.4 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.3 2.5% 4 -0.1 pp +0.1 pp +0.1 pp +2.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 3.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 3.1 1.8% 4 +0.5 pp +0.9 pp +1.1 pp +1.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 2.9 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.9 2.1% 4 +0.0 pp -0.0 pp -0.1 pp +2.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 2.8 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 2.8 1.6% 4 +0.3 pp +1.4 pp +1.3 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.7 0.0% 2 -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 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 2.5 1.0% 4 +0.5 pp +0.6 pp +0.6 pp +1.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 2.5 1.1% 4 -1.0 pp -0.7 pp -0.8 pp +1.1 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 2.5 1.1% 2 +0.9 pp +1.1 pp +0.5 pp +1.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 2.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Miller Capital Partners, Inc. CIK 0002111377 0.283 255 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Miller Global Investments, LLC CIK 0002099097 0.052 295 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 0.1 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 4 -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% 4 -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% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +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% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +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% 4 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pioneer Family Office, LLC CIK 0002135110 0.628 129 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +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% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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
☆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
☆American Money Management, LLC CIK 0001600085 0.433 174 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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 +0.0 pp -0.1 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
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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
☆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
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 0.0 0.0% 0 -2.5 pp +0.0 pp -2.5 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 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
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.0 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
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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 +0.0 pp -1.6 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
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -1.3 pp -1.3 pp -3.6 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -3.8 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp +0.0 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
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 -0.2 pp +0.0 pp -0.1 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 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
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 -0.5 pp -0.6 pp -1.9 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
☆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
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 -0.6 pp -0.9 pp -1.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 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 -0.5 pp -0.6 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
☆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
☆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
☆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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 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 -0.1 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
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆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
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 (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