Signals

← Signals

☆IBDW

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

Flow ranking

Rank#22933
Score / z-0.311 / -0.30
Consensus141.90 over 250 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 154.7 1.3% 4 -0.0 pp -0.0 pp -0.0 pp +1.3 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 108.1 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 105.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 80.4 1.3% 4 +0.1 pp +0.1 pp -2.2 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 74.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 69.4 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 59.7 2.0% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 45.9 28.3% 4 +0.3 pp -1.4 pp -1.8 pp +28.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 43.5 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 43.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 39.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 38.0 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 37.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 36.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 35.6 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 32.8 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 24.8 1.7% 4 +0.1 pp +0.3 pp +0.3 pp +1.7 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 19.6 1.2% 3 +0.1 pp +0.4 pp +1.2 pp +1.2 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 19.1 1.9% 4 +0.3 pp +0.3 pp +0.4 pp +1.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.0 0.0% 4 -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 18.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 15.3 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 15.1 1.5% 4 +0.0 pp +0.1 pp -0.0 pp +1.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 13.8 5.7% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 13.4 4.8% 4 -0.0 pp -2.8 pp -2.3 pp +4.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 13.2 5.6% 1 +5.6 pp +5.6 pp +0.0 pp +5.6 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 11.9 2.1% 4 +0.1 pp +0.2 pp +1.3 pp +2.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 11.0 1.7% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 10.9 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 10.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 9.6 1.5% 4 +0.0 pp +0.0 pp -0.1 pp +1.5 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 9.4 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 9.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 8.9 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 8.8 2.1% 4 +0.1 pp +0.3 pp +0.3 pp +2.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 8.6 2.3% 4 +0.4 pp +1.0 pp +1.2 pp +2.3 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 8.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 8.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 7.6 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 7.4 2.4% 4 +0.2 pp +0.3 pp +0.6 pp +2.4 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 7.3 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 6.4 2.6% 4 +0.6 pp +0.9 pp +0.9 pp +2.6 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 6.3 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 6.2 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 5.4 2.4% 4 +0.3 pp +1.7 pp +1.7 pp +2.4 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 5.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 5.1 2.5% 4 -0.0 pp +0.0 pp -0.1 pp +2.5 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 5.1 1.7% 4 +0.6 pp +0.8 pp +0.8 pp +1.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 4.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 4.4 2.7% 4 -0.0 pp -0.2 pp -0.3 pp +2.7 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 4.4 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 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
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRGINIA WEALTH MANAGEMENT GROUP, INC. CIK 0001898282 0.271 57 4.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 4.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.6 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 3.5 1.4% 4 +0.1 pp +1.0 pp +1.2 pp +1.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 3.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 3.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 2.9 1.7% 3 +1.2 pp +1.3 pp +1.7 pp +1.5 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 2.7 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 2.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.6 0.2% 1 +0.2 pp +0.0 pp -0.0 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 2.5 1.5% 3 +0.2 pp +0.6 pp +1.5 pp +1.5 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 2.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 2.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 1.9 0.7% 4 +0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 1.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 1.6 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 1.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 1.5 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆10Elms LLP CIK 0002056650 0.266 526 1.4 0.9% 4 +0.4 pp +0.5 pp +0.6 pp +0.9 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 1.3 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 1.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.3 1.0% 4 +0.2 pp +0.1 pp +0.0 pp +1.0 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 1.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 1.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 1.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 1.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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☆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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 -0.1 pp -0.1 pp -1.2 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 +0.0 pp +0.0 pp -4.6 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 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 (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