Signals

IBIT

1829 in-universe funds with a nonzero position in IBIT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#5
Score / z11.748 / 16.70
Consensus557.49 over 1088 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
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1,704.7 1.2% 3 +0.2 pp +0.0 pp +1.2 pp +1.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,027.0 0.1% 3 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1,008.7 1.2% 3 +0.2 pp -1.2 pp +1.2 pp +1.2 pp
Avenir Tech Ltd CIK 0002029708 0.803 31 908.0 88.3% 3 -2.1 pp +1.9 pp +88.3 pp +88.3 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 667.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 634.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mubadala Investment Co PJSC CIK 0001704268 0.995 72 630.7 3.6% 3 +0.4 pp +0.8 pp +3.6 pp +3.6 pp
Al Warda Investments RSC Ltd CIK 0002075444 0.000 0 408.1 100.0% 2 +0.0 pp +100.0 pp +100.0 pp +100.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 402.2 2.0% 3 -1.1 pp -0.6 pp +2.0 pp +2.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 387.4 5.9% 3 -4.1 pp -1.3 pp +5.9 pp +5.9 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 379.8 4.1% 5 -0.7 pp +4.0 pp -1.7 pp -2.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 326.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Galaxy Group Investments LLC CIK 0001912562 0.725 36 303.6 37.1% 4 +5.1 pp -12.1 pp -9.9 pp +37.1 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 275.5 5.3% 3 -29.0 pp -20.0 pp +5.3 pp +5.3 pp
HARVARD MANAGEMENT CO INC CIK 0001082621 0.000 19 265.8 12.8% 3 -8.3 pp +4.7 pp +12.8 pp +12.8 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 262.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 254.5 1.1% 3 +0.8 pp +0.9 pp +1.1 pp +1.1 pp
NATIONAL MUTUAL FUNDS MANAGEMENT LTD CIK 0001966440 0.000 1 250.9 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 233.3 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 199.9 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 195.0 0.3% 3 +0.0 pp -0.8 pp +0.3 pp +0.3 pp
59 North Capital Management, LP CIK 0001805589 0.557 19 194.7 6.1% 2 +0.8 pp +6.1 pp +6.1 pp +6.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 171.2 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BSN Capital Partners Ltd CIK 0001911876 0.109 26 166.9 13.1% 3 +0.0 pp +0.0 pp +13.1 pp +13.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 150.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 147.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HRTG GPE, LLC CIK 0001537455 0.000 6 112.7 14.4% 3 +5.2 pp +8.0 pp +14.4 pp +14.4 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 110.6 7.6% 3 -2.1 pp -0.8 pp +7.6 pp +7.6 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 106.8 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 106.1 0.6% 3 -2.0 pp -1.4 pp +0.6 pp +0.6 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 100.9 5.8% 3 +5.7 pp +5.7 pp +5.8 pp +5.8 pp
Symmetry Investments LP CIK 0001691919 0.056 112 94.7 17.6% 4 -41.7 pp -39.9 pp -28.0 pp +17.6 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 92.2 0.5% 3 -0.2 pp +0.1 pp +0.5 pp +0.5 pp
Pinpoint Asset Management (Singapore) Pte. Ltd. CIK 0002080247 0.158 151 88.8 18.5% 2 -2.2 pp +18.5 pp +18.5 pp +18.5 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 84.8 1.5% 2 -3.9 pp +1.5 pp +1.5 pp +1.5 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 79.6 2.7% 3 -0.3 pp -0.5 pp +2.7 pp +2.7 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 76.9 2.6% 3 -2.9 pp -2.1 pp +2.6 pp +2.6 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 74.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Walleye Trading LLC CIK 0001388391 0.179 946 73.6 1.2% 3 -0.1 pp +1.0 pp +1.2 pp +1.2 pp
ParaFi Capital LP CIK 0001919332 0.562 21 73.2 20.5% 3 -0.3 pp -0.5 pp +20.5 pp +20.5 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 68.8 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 65.9 21.1% 3 -12.5 pp +2.9 pp +21.1 pp +21.1 pp
Fortress Investment Group LLC CIK 0001380393 0.650 25 65.8 15.5% 3 +3.9 pp +4.0 pp +15.5 pp +15.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 64.5 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 57.3 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 56.6 0.3% 3 -0.6 pp -0.1 pp +0.3 pp +0.3 pp
Ovata Capital Management Ltd CIK 0001724517 0.000 43 56.6 10.6% 3 -4.2 pp -4.5 pp +10.6 pp +10.6 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 56.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 55.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 51.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 48.0 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 46.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 44.5 0.5% 3 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 44.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 42.7 0.7% 3 -0.1 pp +0.3 pp +0.7 pp +0.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 42.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 39.6 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Simplify Asset Management Inc. CIK 0001846368 0.982 136 39.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 39.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 35.8 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 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 35.7 0.0% 4 -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 34.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 34.0 6.3% 3 -5.8 pp -1.2 pp +6.3 pp +6.3 pp
ALLEN OPERATIONS LLC CIK 0001389544 0.777 33 33.3 4.2% 3 -1.0 pp -1.5 pp +4.2 pp +4.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 33.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 31.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 31.0 0.9% 3 -1.0 pp -1.4 pp +0.9 pp +0.9 pp
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 30.8 4.4% 3 -1.4 pp -1.5 pp +4.4 pp +4.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 30.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 29.8 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 29.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 29.5 4.4% 3 -1.3 pp -1.1 pp +4.4 pp +4.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 28.6 0.2% 3 -1.0 pp -1.9 pp +0.2 pp +0.2 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 27.5 8.0% 3 -1.5 pp -1.9 pp +8.0 pp +8.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 27.0 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 27.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 26.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trans-Canada Capital Inc. CIK 0001896476 0.858 21 26.3 1.5% 3 -6.0 pp -4.5 pp +1.5 pp +1.5 pp
KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 26.2 10.0% 3 -1.9 pp -12.9 pp +10.0 pp +10.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 26.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 25.5 12.3% 2 -4.3 pp +12.3 pp +12.3 pp +12.3 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 24.9 4.7% 3 -1.7 pp -4.8 pp +4.7 pp +4.7 pp
PPSC Investment Service Corp CIK 0001964389 0.941 8 23.4 1.7% 3 -0.4 pp -0.4 pp +1.7 pp +1.7 pp
Spear Holdings RSC Ltd CIK 0002023475 0.288 18 22.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
PBCay One RSC Ltd CIK 0002013737 0.288 18 22.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 22.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Creative Planning CIK 0001540235 0.979 4196 22.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 21.4 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 21.3 0.1% 2 -2.3 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 21.1 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 21.0 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 20.5 0.8% 3 -0.2 pp +0.7 pp +0.8 pp +0.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 20.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 19.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 19.8 1.4% 3 -0.6 pp -0.5 pp +1.4 pp +1.4 pp
Parkwood LLC CIK 0001597823 0.291 71 19.6 1.7% 3 -0.2 pp -0.4 pp +1.7 pp +1.7 pp
Marcho Partners LLP CIK 0001782974 0.624 6 19.3 11.7% 3 +0.9 pp +2.9 pp +11.7 pp +11.7 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 19.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Encompass More Asset Management CIK 0002011218 0.126 270 19.3 3.6% 3 -1.3 pp -2.1 pp +3.6 pp +3.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 19.0 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GenTrust, LLC CIK 0001697110 0.832 201 18.5 0.8% 3 -0.3 pp -0.3 pp +0.8 pp +0.8 pp
Jain Global LLC CIK 0002024579 0.024 1417 17.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 17.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 17.7 3.2% 3 -0.4 pp -0.3 pp +3.2 pp +3.2 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 17.3 1.5% 3 -0.3 pp -0.2 pp +1.5 pp +1.5 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 17.3 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
All-Stars Investment Ltd CIK 0001633603 0.877 11 16.9 6.3% 3 -0.4 pp -4.0 pp +6.3 pp +6.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 16.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 16.6 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 16.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 16.2 0.6% 3 -0.2 pp -0.3 pp +0.6 pp +0.6 pp
Aequim Alternative Investments LP CIK 0001728201 0.539 102 16.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 16.0 1.0% 3 -0.4 pp -0.4 pp +1.0 pp +1.0 pp
Aristides Capital LLC CIK 0001595521 0.108 147 15.9 5.5% 3 -1.9 pp -3.4 pp +5.5 pp +5.5 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 15.3 1.2% 3 -0.6 pp -0.1 pp +1.2 pp +1.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 14.7 3.6% 3 -0.6 pp +1.8 pp +3.6 pp +3.6 pp
Ardmore Road Asset Management LP CIK 0001835730 0.046 70 13.9 1.1% 2 -0.6 pp +1.1 pp +1.1 pp +1.1 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 13.5 4.0% 3 -0.6 pp -0.1 pp +4.0 pp +4.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 13.1 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 12.8 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mint Tower Capital Management B.V. CIK 0001666606 0.159 342 12.5 1.5% 2 -20.2 pp +1.5 pp +1.5 pp +1.5 pp
IvyRock Asset Management (HK) Ltd CIK 0001809525 0.605 25 12.4 6.5% 3 -4.8 pp -10.7 pp +6.5 pp +6.5 pp
Sara-Bay Financial CIK 0001816444 0.680 87 12.4 3.7% 3 +0.0 pp -0.6 pp +3.7 pp +3.7 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 12.0 0.8% 3 +0.4 pp +0.4 pp +0.8 pp +0.8 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 11.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claar Advisors LLC CIK 0001593410 0.821 17 11.6 3.4% 3 -1.1 pp -0.7 pp +3.4 pp +3.4 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 11.4 0.8% 3 -0.4 pp +0.0 pp +0.8 pp +0.8 pp
National Philanthropic Trust CIK 0001785342 0.575 409 11.4 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 11.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 11.3 0.6% 3 +0.5 pp +0.4 pp +0.6 pp +0.6 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 11.3 0.6% 3 -0.5 pp -0.3 pp +0.6 pp +0.6 pp
KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 10.9 1.1% 3 -0.1 pp -0.6 pp +1.1 pp +1.1 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 10.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 10.6 1.1% 3 -0.5 pp -0.4 pp +1.1 pp +1.1 pp
Addison Capital Co CIK 0001581465 0.464 184 10.6 2.6% 3 -1.3 pp +0.8 pp +2.6 pp +2.6 pp
Brown University CIK 0001664741 0.445 10 10.6 7.4% 3 -0.8 pp -1.8 pp +7.4 pp +7.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 10.4 1.0% 3 -0.5 pp -0.5 pp +1.0 pp +1.0 pp
MATAURO, LLC CIK 0002052964 0.684 158 10.4 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 10.1 0.3% 3 -1.9 pp -0.2 pp +0.3 pp +0.3 pp
Trustees of Dartmouth College CIK 0001599404 0.183 11 10.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 10.0 0.2% 3 -0.2 pp -0.5 pp +0.2 pp +0.2 pp
Verde Capital Management CIK 0001802891 0.578 80 9.8 2.1% 3 -0.3 pp -0.4 pp +2.1 pp +2.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kamunting Street Capital Management, L.P. CIK 0001317267 0.238 25 9.7 6.6% 3 -0.9 pp -3.7 pp +6.6 pp +6.6 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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683 Capital Management, LLC CIK 0001404574 0.253 128 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
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Ion Asset Management Ltd. CIK 0001603837 0.202 61 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
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Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
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AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 -2.9 pp -4.5 pp -3.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 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 (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