Signals

IBIT

1365 in-universe funds with a nonzero position in IBIT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#17
Score / z7.236 / 9.25
Consensus537.98 over 1126 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 2,295.7 25.3% 1 +25.3 pp +25.3 pp +25.3 pp +25.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,568.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1,467.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1,312.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Avenir Tech Ltd CIK 0002029708 0.803 31 1,013.6 86.4% 1 +86.4 pp +86.4 pp +86.4 pp +86.4 pp
Symmetry Investments LP CIK 0001691919 0.056 112 687.7 57.6% 2 +11.9 pp +57.6 pp +57.6 pp +57.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 683.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 580.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Mubadala Investment Co PJSC CIK 0001704268 0.995 72 534.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 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 488.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 482.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 450.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 441.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 429.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 346.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Galaxy Group Investments LLC CIK 0001912562 0.725 36 332.9 49.1% 2 +2.2 pp +49.1 pp +49.1 pp +49.1 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 303.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 274.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Sculptor Capital LP CIK 0001054587 0.143 320 274.7 4.5% 2 +1.5 pp +4.5 pp +4.5 pp +4.5 pp
CLEAR STREET LLC CIK 0001708828 0.000 0 223.4 1.3% 3 +1.2 pp +0.9 pp +1.3 pp +1.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 196.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 188.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BSN Capital Partners Ltd CIK 0001911876 0.109 26 166.9 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 160.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 156.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Tairen Capital Ltd CIK 0001652062 0.000 44 144.7 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 132.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
HARVARD MANAGEMENT CO INC CIK 0001082621 0.000 19 116.7 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
ParaFi Capital LP CIK 0001919332 0.562 21 114.8 21.0% 1 +21.0 pp +21.0 pp +21.0 pp +21.0 pp
Senator Investment Group LP CIK 0001443689 0.107 58 110.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 110.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 101.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CRCM LP CIK 0001483234 0.533 12 98.4 29.2% 1 +29.2 pp +29.2 pp +29.2 pp +29.2 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 96.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 95.7 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Trans-Canada Capital Inc. CIK 0001896476 0.858 21 88.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Fortress Investment Group LLC CIK 0001380393 0.650 25 81.1 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 76.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 75.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 71.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Ovata Capital Management Ltd CIK 0001724517 0.000 43 69.8 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 64.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 63.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 61.5 28.9% 1 +28.9 pp +28.9 pp +28.9 pp +28.9 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 58.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 58.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 57.7 22.9% 1 +22.9 pp +22.9 pp +22.9 pp +22.9 pp
HRTG GPE, LLC CIK 0001537455 0.000 6 53.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
MARINER INVESTMENT GROUP LLC CIK 0001096978 0.221 75 50.9 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
LMR Partners LLP CIK 0001578621 0.225 1167 45.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 41.5 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 41.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 41.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLEN OPERATIONS LLC CIK 0001389544 0.777 33 41.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 40.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 39.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 38.9 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 37.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
IvyRock Asset Management (HK) Ltd CIK 0001809525 0.605 25 37.3 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 pp
MAPLELANE CAPITAL, LLC CIK 0001512173 0.000 48 37.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 35.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 35.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 34.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 33.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 32.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 32.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 31.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 31.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 31.3 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
All-Stars Investment Ltd CIK 0001633603 0.877 11 30.7 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 29.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Paragon Advisors, LLC CIK 0001799719 0.414 77 28.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 28.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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 28.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 28.1 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
Aristides Capital LLC CIK 0001595521 0.108 147 27.9 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 27.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 26.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Creative Planning CIK 0001540235 0.979 4196 25.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 25.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 25.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 24.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Encompass More Asset Management CIK 0002011218 0.126 270 24.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
PPSC Investment Service Corp CIK 0001964389 0.941 8 23.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 23.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkwood LLC CIK 0001597823 0.291 71 22.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 22.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Marcho Partners LLP CIK 0001782974 0.624 6 22.5 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 19.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 19.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Zhang Financial LLC CIK 0001776290 0.816 392 18.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Q Fund Management (Hong Kong) Ltd CIK 0002078832 0.000 26 18.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 17.9 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 17.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 17.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 17.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 17.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 17.1 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 16.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 16.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 15.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 15.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 14.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 14.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Claar Advisors LLC CIK 0001593410 0.821 17 13.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 13.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 13.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brown University CIK 0001664741 0.445 10 13.0 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
Ratan Capital Management LP CIK 0001566887 0.000 47 12.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Kamunting Street Capital Management, L.P. CIK 0001317267 0.238 25 12.6 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 12.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 12.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
JGP Global Gestao de Recursos Ltda. CIK 0001536562 0.000 29 12.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sara-Bay Financial CIK 0001816444 0.680 87 11.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 11.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Pureheart Capital Pte Ltd. CIK 0002087977 0.912 3 11.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 11.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 11.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 10.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Bienville Capital Management, LLC CIK 0001605070 0.131 92 10.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 10.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galaxy Digital Capital Management GP LLC CIK 0002118292 0.011 51 10.3 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 10.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Verde Capital Management CIK 0001802891 0.578 80 10.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Luxor Capital Group, LP CIK 0001316580 0.115 42 9.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
National Philanthropic Trust CIK 0001785342 0.575 409 9.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 9.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 9.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 9.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 9.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 8.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Corecam Pte. Ltd. CIK 0002106977 0.168 82 8.8 5.0% 3 +1.2 pp +1.6 pp +5.0 pp +5.0 pp
Context Capital Management, LLC CIK 0001301396 0.147 425 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 8.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
HGC Investment Management Inc. CIK 0001711200 0.041 184 8.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Clare Market Investments LLC CIK 0002054098 0.512 173 8.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Allen Investment Management, LLC CIK 0001326234 0.746 227 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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VCI Wealth Management LLC CIK 0002009388 0.229 99 7.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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BigSur Wealth Management LLC CIK 0001659171 0.297 169 7.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Cercano Management LLC CIK 0001936416 0.054 133 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sepio Capital, LP CIK 0001751412 0.794 346 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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NKCFO LLC CIK 0001757282 0.145 92 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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4J Wealth Management LLC CIK 0001840775 0.383 111 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +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
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 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% 1 +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
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE CAPITAL HOLDINGS INC CIK 0001133742 0.000 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -1.2 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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