Signals

← Signals

☆IBTG

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

Flow ranking

Rank#891
Score / z0.099 / 0.13
Consensus137.65 over 235 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+58% / 1.0d ⚡

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 ▾
☆HM PAYSON & CO CIK 0000928052 0.806 1139 150.0 2.1% 3 +0.3 pp +0.3 pp +2.1 pp +2.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 107.9 2.4% 4 +1.9 pp +1.9 pp +1.9 pp +2.4 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 90.9 0.0% 5 +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 90.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 65.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 64.6 1.4% 3 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 57.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 56.9 0.9% 3 -0.0 pp -1.7 pp +0.9 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 51.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 51.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 41.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 38.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 37.2 5.4% 3 +0.4 pp +0.4 pp +5.4 pp +5.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 36.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 34.8 1.5% 3 +0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 33.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 33.3 1.6% 3 -0.0 pp +1.0 pp +1.6 pp +1.6 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 30.4 1.3% 3 +0.3 pp +0.4 pp +1.3 pp +1.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 24.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 24.2 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 20.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 19.9 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Horizon Advisory Services, Inc. CIK 0001799006 0.816 49 19.7 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 18.8 5.8% 3 +3.3 pp +4.1 pp +5.8 pp +5.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 17.9 6.0% 3 +0.4 pp +0.4 pp +6.0 pp +6.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 17.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 17.3 5.9% 3 +1.2 pp +0.9 pp +5.9 pp +5.9 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 16.2 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 15.1 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.5 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 12.0 2.7% 3 +0.2 pp +0.0 pp +2.7 pp +2.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 11.9 5.5% 4 -0.1 pp -0.2 pp -0.6 pp +5.5 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 11.3 0.8% 3 +0.3 pp +0.3 pp +0.8 pp +0.8 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 11.3 9.4% 5 +0.8 pp +0.6 pp -1.0 pp +0.2 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 10.8 1.0% 3 +0.0 pp +0.2 pp +1.0 pp +1.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 10.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 10.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 10.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 9.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 9.1 2.9% 3 -0.2 pp +0.7 pp +2.9 pp +2.9 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 8.9 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 8.6 3.8% 3 -0.0 pp -0.1 pp +3.8 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 7.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 7.4 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 7.2 1.8% 2 +1.5 pp +1.8 pp +1.8 pp +1.8 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 7.1 1.6% 3 +0.3 pp +0.6 pp +1.6 pp +1.6 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 6.2 0.4% 3 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 5.9 2.2% 3 +1.9 pp +1.9 pp +2.2 pp +2.2 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 5.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 5.9 3.7% 3 +0.2 pp +0.7 pp +3.7 pp +3.7 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 5.6 4.0% 3 -0.3 pp -0.5 pp +4.0 pp +4.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 5.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 4.8 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.0 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 3.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 3.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 3.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 3.4 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.3 2.4% 3 +0.2 pp +0.2 pp +2.4 pp +2.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 3.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 3.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 3.1 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.7 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 2.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.3 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 2.0 1.2% 3 -0.0 pp -0.3 pp +1.2 pp +1.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 2.0 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 1.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Old Port Advisors CIK 0001744348 0.222 266 1.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 1.9 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 1.8 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 1.4 0.6% 3 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 1.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.4 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 1.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 1.2 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 1.1 0.6% 3 -0.3 pp -0.2 pp +0.6 pp +0.6 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 1.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 1.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 1.0 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Greenfield Savings Bank CIK 0001940406 0.270 148 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 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
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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 -2.4 pp -0.8 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.0 0.0% 0 +0.0 pp -4.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 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 -0.1 pp +0.0 pp +0.0 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.0 0.0% 0 +0.0 pp -0.2 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 IBTG). Qtrs Held counts distinct quarters this fund has actually held IBTG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBTG position size. Δ columns are the percentage-point change in IBTG'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