Signals

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☆IBIT

74 in-universe funds with a nonzero position in IBIT within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#31
Score / z0.510 / 3.42
Consensus27.82 over 57 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 ▾
☆Symmetry Investments LP CIK 0001691919 0.056 112 508.1 45.7% 1 +45.7 pp +45.7 pp +45.7 pp +45.7 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 305.9 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 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 234.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galaxy Group Investments LLC CIK 0001912562 0.725 36 218.9 46.9% 1 +46.9 pp +46.9 pp +46.9 pp +46.9 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 131.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 33.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 13.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 7.5 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 7.0 3.8% 2 +0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 6.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 3.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bosman Wealth Management, LLC CIK 0002066260 0.092 56 1.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 1.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 -2.2 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 IBIT). Qtrs Held counts distinct quarters this fund has actually held IBIT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBIT position size. Δ columns are the percentage-point change in IBIT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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