Signals

← Signals

☆IBHF

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

Flow ranking

Rank#1010
Score / z0.092 / 0.09
Consensus64.74 over 110 funds
Momentum-0.23 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-0%
Short interest+48% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 50.5 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 30.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 26.9 6.7% 5 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 26.3 1.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 21.2 10.0% 5 -0.4 pp -0.3 pp -0.8 pp -1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 18.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 16.2 0.0% 3 -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 16.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 11.9 4.3% 5 -0.5 pp -0.5 pp -0.8 pp -1.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 10.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 10.5 3.8% 5 -5.4 pp -5.4 pp -3.0 pp -2.8 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 9.7 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.6 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 7.4 5.4% 5 -4.9 pp -4.9 pp -4.7 pp -3.9 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 6.8 4.9% 7 -0.1 pp +2.4 pp +4.6 pp +4.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 6.1 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 5.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 5.5 1.5% 3 +0.4 pp +0.6 pp +1.5 pp +1.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 4.7 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 4.4 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 4.1 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 3.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.9 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 2.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 2.8 0.3% 5 -2.9 pp -2.5 pp -1.9 pp -1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 2.3 1.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 2.3 0.6% 5 -2.3 pp -1.3 pp -1.4 pp -0.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 2.1 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Collaborative Fund Advisors, LLC CIK 0002132074 0.006 182 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.9 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 1.9 0.8% 4 -0.1 pp +0.1 pp +0.5 pp +0.8 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 1.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.9 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆10Elms LLP CIK 0002056650 0.266 526 1.8 0.8% 5 +0.3 pp +0.5 pp +0.6 pp +0.5 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.8 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 1.7 0.3% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 1.7 0.6% 5 -0.7 pp -4.1 pp -3.4 pp -3.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.6 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 1.6 0.5% 5 -0.3 pp -0.4 pp -0.2 pp -0.2 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.5 0.3% 5 -0.9 pp -1.1 pp -0.7 pp -0.9 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 1.4 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 1.2 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 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 1.1 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.1 0.1% 5 -0.0 pp -0.2 pp -0.0 pp -0.1 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.0 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.9 0.3% 5 -0.9 pp -2.0 pp -1.8 pp -1.8 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.8 0.6% 1 +0.6 pp -0.3 pp +0.6 pp +0.6 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.7 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.7 0.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.7 0.1% 1 +0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.6 0.2% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 1 +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 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 0.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.4 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.3 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 6 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.3 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 6 -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 0.3 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 0.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PW Nova Financial Services LLC CIK 0002127408 0.354 208 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.2 0.0% 1 +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% 3 +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% 4 -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% 5 -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 0.1 0.0% 2 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 5 -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 0.1 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
☆Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +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
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 0.0 0.0% 0 -3.0 pp -2.9 pp -2.9 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 -7.0 pp -6.8 pp -5.9 pp -4.1 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.3 pp -0.3 pp -0.5 pp -0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.0 0.0% 0 +0.0 pp -0.4 pp -0.6 pp -0.8 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.8 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.0 0.0% 0 +0.0 pp -0.1 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
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 +0.0 pp +0.0 pp -8.0 pp -9.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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 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 (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