Signals

← Signals

☆IBMO

219 in-universe funds with a nonzero position in IBMO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#17015
Score / z0.000 / -0.02
Consensus73.95 over 127 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 50.9 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 40.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 37.0 3.3% 4 -0.1 pp +3.2 pp +3.2 pp +3.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 16.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 13.5 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 11.8 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 10.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 8.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 8.3 1.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 7.5 1.7% 4 +0.8 pp +0.8 pp +0.8 pp +1.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.6 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 5.8 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 5.5 1.0% 4 -0.2 pp -0.2 pp -0.4 pp +1.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 4.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 4.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.4 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 3.4 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 2.7 0.5% 3 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 2.5 0.8% 4 +0.1 pp +0.1 pp +0.3 pp +0.8 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 2.5 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 2.3 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 1.9 0.9% 4 +0.4 pp +0.4 pp +0.4 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.9 0.2% 4 +0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 1.7 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 1.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.5 0.0% 4 -0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 1.3 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 1.3 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆O'Domhnaill Enterprises, Inc. CIK 0002020582 0.132 61 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 1.0 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆POSTROCK PARTNERS LLC CIK 0002053668 0.621 78 0.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 0.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 0.9 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 0.6 0.3% 4 -0.0 pp -0.2 pp -0.3 pp +0.3 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.6 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.6 0.1% 4 -0.1 pp -0.4 pp -0.5 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.6 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peloton Wealth Strategists CIK 0001080132 0.245 91 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Juno Financial Group LLC CIK 0002106874 0.603 73 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp -0.4 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
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 IBMO). Qtrs Held counts distinct quarters this fund has actually held IBMO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBMO position size. Δ columns are the percentage-point change in IBMO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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