Signals

← Signals

☆IBDX

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

Flow ranking

Rank#16982
Score / z0.000 / -0.02
Consensus107.85 over 187 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 0.794 1746 160.3 1.3% 4 -0.0 pp +0.3 pp +0.3 pp +1.3 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 84.2 1.3% 4 +0.1 pp +0.1 pp -1.7 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 73.5 0.0% 6 +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 71.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 70.5 1.1% 2 +0.0 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 61.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 40.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 38.2 2.0% 4 +0.1 pp +0.2 pp +0.2 pp +2.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 27.3 1.3% 4 +0.2 pp +0.4 pp +0.6 pp +1.3 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 26.8 6.2% 3 -1.3 pp +0.8 pp +6.2 pp +6.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.5 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 22.9 1.6% 4 +0.1 pp +0.3 pp +0.3 pp +1.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 21.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 21.2 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 19.5 1.9% 4 -0.1 pp -0.1 pp -0.2 pp +1.9 pp
☆COWA, LLC CIK 0001844480 0.512 181 18.4 5.0% 4 +0.7 pp +1.4 pp +2.0 pp +5.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 15.5 1.6% 4 +0.0 pp +0.1 pp -0.0 pp +1.6 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 13.9 5.9% 1 +5.9 pp +5.9 pp +0.1 pp +5.9 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 13.2 5.5% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 10.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 9.6 1.7% 4 +0.1 pp +0.3 pp +1.5 pp +1.7 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 8.8 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 8.0 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 7.7 1.2% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 6.7 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 6.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 5.5 3.2% 4 +0.2 pp +0.0 pp -0.1 pp +3.2 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 5.2 2.6% 4 -0.0 pp +0.0 pp -0.0 pp +2.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 4.7 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.5 0.3% 1 +0.3 pp -0.8 pp -0.8 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 4.3 1.6% 4 -0.1 pp -0.0 pp +0.1 pp +1.6 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 4.0 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.5 1.4% 4 +0.0 pp +0.1 pp +0.0 pp +1.4 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.5 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 3.4 1.4% 4 +0.4 pp +0.8 pp +0.8 pp +1.4 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 3.3 1.1% 4 +0.4 pp +0.6 pp +0.6 pp +1.1 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 3.0 2.1% 4 -0.1 pp -0.3 pp -0.3 pp +2.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 3.0 1.2% 4 -1.6 pp -3.7 pp -3.3 pp +1.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 2.6 0.7% 4 +0.2 pp +0.2 pp +0.1 pp +0.7 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.6 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 2.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 2.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 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
☆Centric Wealth Management CIK 0001752761 0.252 209 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 1.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.7 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 1.1 0.7% 4 +0.3 pp +0.4 pp +0.5 pp +0.7 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 1.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 1.1 0.1% 4 -0.0 pp -2.8 pp -2.9 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 1.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.371 113 1.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.0 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 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
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 0.9 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.8 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.7 0.0% 3 +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 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.7 0.1% 4 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.6 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.5 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 4 -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
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 4 -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 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 2 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.2 0.1% 1 +0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 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% 4 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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
☆MidFirst Bank CIK 0002077076 0.526 943 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +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
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 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
☆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
☆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
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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
☆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
☆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% 3 +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% 2 +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
☆2UniFi Bank CIK 0002040900 0.000 0 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
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 4 +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
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 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% 4 -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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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 -0.8 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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
☆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
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 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
☆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
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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 -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 -0.1 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
☆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
☆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
☆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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 +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% 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 +0.0 pp +0.0 pp -1.2 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 IBDX). Qtrs Held counts distinct quarters this fund has actually held IBDX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBDX position size. Δ columns are the percentage-point change in IBDX'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