Signals

← Signals

☆IBMQ

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

Flow ranking

Rank#17016
Score / z0.000 / -0.02
Consensus90.56 over 151 funds
Momentumnot computed

Price & positioning

225 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 61.3 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 52.5 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 25.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.6 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 18.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 14.3 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 14.1 1.2% 4 +0.6 pp +0.6 pp +0.6 pp +1.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 13.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 10.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 10.3 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 10.2 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 10.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 9.9 1.5% 5 +0.2 pp +0.4 pp +0.3 pp +0.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 7.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 7.8 1.5% 4 +0.1 pp +0.2 pp +0.1 pp +1.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 6.9 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 6.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 6.6 0.4% 4 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.6 0.0% 1 +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
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 4.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 4.1 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 4.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 4.1 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.9 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
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 3.1 0.7% 4 -0.0 pp +0.0 pp -0.1 pp +0.7 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 2.6 1.0% 3 +0.1 pp +0.8 pp +1.0 pp +1.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 2.5 0.7% 4 +0.0 pp +0.6 pp +0.6 pp +0.7 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 2.0 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 1.9 0.9% 4 +0.5 pp +0.6 pp +0.5 pp +0.9 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 1.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 1.6 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 1.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 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
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 1.2 0.7% 4 +0.2 pp +0.3 pp +0.3 pp +0.7 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
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 1.1 0.4% 4 -0.0 pp -0.1 pp -0.6 pp +0.4 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 1.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 1.1 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.0 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 1.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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
☆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
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 2 +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
☆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
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 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
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.8 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'Domhnaill Enterprises, Inc. CIK 0002020582 0.132 61 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.7 0.3% 4 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 3 +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 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 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
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.4 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
☆POSTROCK PARTNERS LLC CIK 0002053668 0.621 78 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 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
☆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
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.4 0.0% 4 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 0.3 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 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
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 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
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 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
☆Trust Co CIK 0001632554 0.769 908 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.2 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
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.2 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.4 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CNB Bank CIK 0001732074 0.306 518 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 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
☆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
☆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
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 4 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -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
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +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
☆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
☆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
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.0 0.0% 1 +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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -5.8 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -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
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆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
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 IBMQ). Qtrs Held counts distinct quarters this fund has actually held IBMQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBMQ position size. Δ columns are the percentage-point change in IBMQ'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