Signals

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☆IBMS

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

Flow ranking

Rank#17018
Score / z0.000 / -0.02
Consensus56.29 over 89 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 45.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 23.2 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 12.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.2 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 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 7.0 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 5.6 1.1% 4 +0.2 pp +0.4 pp +0.4 pp +1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.3 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 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 3.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.8 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 3.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 3.0 0.9% 4 -0.0 pp +0.0 pp +0.2 pp +0.9 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 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.9 0.0% 4 +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
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 1.5 1.4% 5 -0.4 pp -1.4 pp -1.6 pp -1.3 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 1.5 0.7% 3 +0.4 pp +0.5 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Argo Wealth Advisory, LLC CIK 0002104895 0.394 50 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 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 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.9 0.4% 1 +0.4 pp +0.4 pp +0.1 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 0.8 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆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
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 4 -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
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.3 0.0% 1 +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
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 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
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.2 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 5 +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
☆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
☆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
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 3 +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
☆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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆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
☆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
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 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
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -2.0 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +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% 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 IBMS). Qtrs Held counts distinct quarters this fund has actually held IBMS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBMS position size. Δ columns are the percentage-point change in IBMS'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