Signals

← Signals

☆IBDY

197 in-universe funds with a nonzero position in IBDY within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#18379
Score / z0.000 / -0.02
Consensus85.17 over 137 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 ▾
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 85.0 1.1% 1 +1.1 pp -0.0 pp -0.1 pp -1.7 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 60.2 0.0% 7 -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 55.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 48.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 38.1 1.9% 5 -0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 29.4 0.3% 4 -0.3 pp -0.4 pp -0.4 pp +0.3 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 26.8 0.9% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 24.2 2.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 22.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 19.0 6.2% 5 -1.7 pp -1.6 pp -2.6 pp -2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.5 0.0% 5 -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 17.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 15.7 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 12.8 4.7% 7 -0.6 pp -0.6 pp -0.7 pp -0.7 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 12.6 0.8% 3 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 10.8 5.5% 5 -1.2 pp -1.1 pp -1.6 pp -2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 7.4 1.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 6.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 6.0 0.9% 6 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 5.3 0.8% 3 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 5.3 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 4.8 2.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.9 0.6% 5 -0.0 pp -0.0 pp +0.5 pp +0.6 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 3.7 1.4% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 3.3 1.0% 5 -0.0 pp +0.5 pp +0.5 pp +0.6 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 3.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 3.1 0.2% 5 -2.7 pp -2.5 pp -2.6 pp -2.7 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 2.6 1.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 2.4 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 2.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 2.3 0.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COWA, LLC CIK 0001844480 0.512 181 2.0 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 1.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 1.8 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.6 0.9% 5 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.4 0.3% 2 -0.0 pp +0.3 pp +0.0 pp -0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 1.2 0.8% 5 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.371 113 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.8 0.4% 5 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 0.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.8 0.1% 5 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.7 0.0% 5 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.6 0.4% 4 -0.1 pp -0.1 pp +0.2 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.4 0.3% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.3 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 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
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.2 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 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
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 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% 2 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 5 -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
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 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
☆Fairway Wealth LLC CIK 0002019393 0.715 239 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 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% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 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% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 -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% 5 -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% 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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 -0.1 pp -0.2 pp -0.2 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
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 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
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.4 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 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 0.0 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 pp -0.9 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.5 pp
☆CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 0.0 0.0% 0 -0.7 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 IBDY). Qtrs Held counts distinct quarters this fund has actually held IBDY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBDY position size. Δ columns are the percentage-point change in IBDY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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