Signals

IBN

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

Flow ranking

Rank#23240
Score / z-2.566 / -2.35
Consensus153.21 over 281 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-6% / 3.9d

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
GQG Partners LLC CIK 0001697233 0.860 102 2,003.8 3.2% 4 -0.5 pp -0.3 pp -0.5 pp +3.2 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 1,316.5 3.0% 4 -0.3 pp -0.4 pp -1.2 pp +3.0 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 1,246.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 756.2 2.5% 4 -0.3 pp -0.2 pp -1.0 pp +2.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 569.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 513.8 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
FIL Ltd CIK 0000318989 0.878 1140 366.3 0.3% 4 +0.1 pp +0.0 pp -0.1 pp +0.3 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 334.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capital International Investors CIK 0001562230 0.968 446 304.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 281.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 250.0 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
North of South Capital LLP CIK 0002033334 0.894 28 218.6 19.6% 4 -0.1 pp +10.2 pp +18.5 pp +19.6 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 216.7 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 213.8 0.0% 4 -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 206.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Milestone Resources Group Ltd CIK 0001708139 0.926 8 204.4 12.5% 4 +1.0 pp +0.5 pp -1.3 pp +12.5 pp
Eurizon Asset Management Slovakia, sprav. spol., a.s. CIK 0002109333 0.963 5 186.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Man Group plc CIK 0001637460 0.631 2032 184.5 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 173.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 167.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 155.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 147.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 141.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 130.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 130.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carrhae Capital LLP CIK 0001555254 0.322 23 130.5 9.2% 3 +5.3 pp -2.3 pp +9.2 pp +9.2 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 127.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Ashoka WhiteOak Capital Pte Ltd CIK 0002031708 0.385 17 121.6 46.1% 4 -14.5 pp -28.1 pp -25.1 pp +46.1 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 115.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 115.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 111.4 0.4% 4 +0.1 pp +0.2 pp -0.0 pp +0.4 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 110.3 0.8% 4 -0.0 pp -0.3 pp -0.8 pp +0.8 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 108.5 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Alua Capital Management LP CIK 0001827442 0.000 1 106.3 11.6% 4 +2.6 pp +3.1 pp +2.1 pp +11.6 pp
AMANSA CAPITAL PTE. LTD. CIK 0001660773 0.865 2 103.6 55.5% 4 +0.8 pp +0.7 pp -3.8 pp +55.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 103.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 93.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 92.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 87.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 86.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 85.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 85.0 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 84.3 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 84.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 82.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 77.3 3.7% 4 -4.2 pp -4.8 pp -4.1 pp +3.7 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 73.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 73.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 64.4 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 58.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Formuepleje A/S CIK 1801212 0.374 96 57.9 5.3% 6 +1.5 pp +1.3 pp +1.2 pp +1.2 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 54.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 53.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 52.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 50.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
C WorldWide Group Holding A/S CIK 0001625244 0.818 97 49.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 46.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 43.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 39.9 0.6% 4 +0.2 pp +0.2 pp +0.1 pp +0.6 pp
EFG International AG CIK 0002109868 0.615 1088 37.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 34.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Think Investments LP CIK 0001635999 0.105 21 33.5 4.5% 4 -0.4 pp -0.7 pp -3.0 pp +4.5 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 33.4 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 32.8 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
E. Ohman J:or Asset Management AB CIK 0002009396 0.686 465 32.5 0.9% 4 +0.1 pp +0.0 pp -0.1 pp +0.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 29.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 29.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 29.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 28.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 27.0 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 25.8 0.1% 4 -0.2 pp -0.3 pp -0.5 pp +0.1 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 24.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.0 0.0% 4 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 23.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 18.9 0.0% 4 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Crestwood Capital Management, L.P. CIK 0001468395 0.515 16 18.4 12.6% 4 -0.2 pp -1.7 pp -2.6 pp +12.6 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 17.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 17.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 16.8 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 16.7 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 14.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 13.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triveni Capital Investments LP CIK 0002062730 0.317 15 13.9 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 13.6 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 13.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 12.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 12.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 12.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 12.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 12.1 0.1% 4 -0.3 pp -1.0 pp -2.5 pp +0.1 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 12.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 11.7 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
FACT Capital, LP CIK 0001964400 0.610 17 11.1 7.4% 4 +0.2 pp -0.5 pp -2.2 pp +7.4 pp
Aberdeen Group plc CIK 0001716774 0.934 934 10.9 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 10.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 10.3 2.3% 4 -0.2 pp -0.2 pp -0.6 pp +2.3 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 10.0 7.4% 4 -2.2 pp -4.1 pp -5.9 pp +7.4 pp
Capital International Sarl CIK 0001065349 0.698 287 9.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 9.6 2.2% 4 -0.0 pp -0.1 pp -1.2 pp +2.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 9.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 9.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 9.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 9.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 9.0 0.0% 4 -0.1 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 8.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 8.5 6.9% 4 +5.6 pp +5.5 pp +5.3 pp +6.9 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 8.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AIA Group Ltd CIK 0001522877 0.800 324 7.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 0.249 32 7.7 3.1% 4 -0.2 pp +0.5 pp +0.1 pp +3.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 7.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.0 0.0% 4 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 7.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 7.0 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HELIOS CAPITAL MANAGEMENT PTE. LTD CIK 0001727612 0.375 26 6.6 7.0% 4 +1.2 pp +1.1 pp -0.4 pp +7.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 6.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LMR Partners LLP CIK 0001578621 0.225 1167 6.5 0.1% 4 -0.7 pp -0.1 pp -0.4 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 6.3 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 6.2 0.2% 4 -0.2 pp -0.3 pp -0.3 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Carmel Capital Management L.L.C. CIK 0001878547 0.666 28 5.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 5.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TT International Asset Management LTD CIK 0001809187 0.145 49 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 5.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 5.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 5.2 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 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 5.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oxbow Capital Management (HK) Ltd CIK 0001713269 0.265 4 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 0.0 0.0% 0 -0.0 pp -0.5 pp -0.1 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Accuvest Global Advisors CIK 0001497637 0.060 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 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
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 +0.0 pp -0.6 pp -1.1 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 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 IBN). Qtrs Held counts distinct quarters this fund has actually held IBN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBN position size. Δ columns are the percentage-point change in IBN'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