Signals

← Signals

☆IBHF

185 in-universe funds with a nonzero position in IBHF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#748
Score / z0.151 / 0.20
Consensus71.60 over 131 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 44.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 43.3 0.0% 3 +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 38.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 30.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 28.1 2.8% 3 +0.6 pp +1.0 pp +2.8 pp +2.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 25.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 25.5 1.6% 3 +0.0 pp +0.2 pp +1.6 pp +1.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 22.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COWA, LLC CIK 0001844480 0.512 181 21.8 6.6% 3 +0.5 pp +0.6 pp +6.6 pp +6.6 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 21.7 9.2% 3 +2.3 pp +2.5 pp +9.2 pp +9.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 19.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 18.9 10.3% 3 -0.5 pp -0.8 pp +10.3 pp +10.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 14.0 10.3% 3 +0.2 pp +1.0 pp +10.3 pp +10.3 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 12.1 6.8% 3 +0.9 pp +2.7 pp +6.8 pp +6.8 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 12.1 4.8% 3 -0.3 pp -0.6 pp +4.8 pp +4.8 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 10.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 9.8 4.7% 3 +0.6 pp +0.5 pp +4.7 pp +4.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 6.2 1.9% 3 -0.1 pp +0.8 pp +1.9 pp +1.9 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 6.0 1.4% 3 +0.4 pp +0.2 pp +1.4 pp +1.4 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 6.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 5.2 2.3% 3 +0.2 pp +0.2 pp +2.3 pp +2.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 5.0 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 4.2 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.6 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 3.4 0.8% 3 +0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 3.0 2.5% 5 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 2.9 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 2.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 2.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 2.4 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 2.2 0.3% 4 -0.2 pp -0.2 pp -0.5 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 1.8 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 1.6 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 1.5 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 1.4 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 0.9 0.4% 3 -0.3 pp -0.4 pp +0.4 pp +0.4 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
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 0.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 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 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -5.8 pp +0.0 pp +0.0 pp
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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 IBHF). Qtrs Held counts distinct quarters this fund has actually held IBHF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBHF position size. Δ columns are the percentage-point change in IBHF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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