Signals

← Signals

☆IBDV

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

Flow ranking

Rank#1224
Score / z0.040 / 0.03
Consensus108.17 over 193 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 ▾
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 114.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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 102.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 61.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 61.0 0.1% 1 +0.1 pp +0.1 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 57.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 57.1 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 56.0 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 47.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 43.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 43.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 34.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 29.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.8 0.0% 1 +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 25.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 24.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 22.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 19.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 18.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 16.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 14.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 13.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 13.3 5.8% 3 -0.2 pp -0.5 pp +5.8 pp +5.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 10.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 9.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 9.2 8.8% 2 +0.2 pp +8.8 pp +8.8 pp +8.8 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 9.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 8.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 8.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 8.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 6.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 5.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 5.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 5.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 4.7 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 4.7 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 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 4.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 3.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 3.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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
☆Rossmore Private Capital CIK 0001733082 0.520 340 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 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
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 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
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farmers National Bank CIK 0001632966 0.440 180 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -3.0 pp -2.9 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 IBDV). Qtrs Held counts distinct quarters this fund has actually held IBDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBDV position size. Δ columns are the percentage-point change in IBDV'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