Signals

← Signals

☆IBDW

241 in-universe funds with a nonzero position in IBDW within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#226
Score / z0.889 / 1.33
Consensus116.85 over 203 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-60% / 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 ▾
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 146.1 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 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 85.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 77.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 72.3 1.2% 2 -2.3 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 63.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 52.3 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 46.3 29.7% 2 -0.3 pp +29.7 pp +29.7 pp +29.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 36.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 35.9 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 33.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 32.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 30.1 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 24.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 20.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 19.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 18.0 7.6% 2 +0.5 pp +7.6 pp +7.6 pp +7.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 17.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 16.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 14.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 13.6 5.9% 4 -0.0 pp -0.2 pp -0.5 pp +5.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 12.8 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 11.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 10.5 1.9% 2 +1.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 9.0 1.5% 3 +0.1 pp +0.3 pp +1.5 pp +1.5 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 8.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 7.3 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 6.8 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 6.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 6.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 5.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 5.5 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 5.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 5.0 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 4.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 4.8 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 4.6 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 4.5 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 4.3 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 3.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 2.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 2.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 2.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 2.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 1.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 1.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 1.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 2 -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% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.7 0.5% 1 +0.5 pp +0.2 pp +0.2 pp +0.5 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 0.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.4 0.0% 2 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.4 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 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 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.2 0.1% 2 -1.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -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% 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% 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% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.1 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
☆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
☆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
☆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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 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 -5.6 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 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 -4.6 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 IBDW). Qtrs Held counts distinct quarters this fund has actually held IBDW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBDW position size. Δ columns are the percentage-point change in IBDW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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