Signals

← Signals

☆IBTG

398 in-universe funds with a nonzero position in IBTG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23865
Score / z-0.004 / -0.02
Consensus117.95 over 197 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆HM PAYSON & CO CIK 0000928052 0.806 1139 129.5 1.7% 5 -0.2 pp -0.4 pp -0.1 pp -0.1 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 98.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 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 91.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 79.2 1.8% 6 -0.7 pp -0.6 pp +1.3 pp +1.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 64.7 0.3% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 57.3 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 55.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 54.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 53.5 0.7% 5 -0.2 pp -0.2 pp -0.2 pp -1.9 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 44.1 1.6% 5 -0.1 pp +0.3 pp +0.6 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 43.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 36.4 4.8% 5 -0.3 pp -0.6 pp -0.2 pp -0.2 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 35.6 1.2% 5 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 35.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 29.2 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 23.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 22.7 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 20.9 1.0% 2 -0.1 pp +1.0 pp -1.4 pp +0.2 pp
☆Horizon Advisory Services, Inc. CIK 0001799006 0.816 49 20.5 8.7% 3 -1.7 pp -1.3 pp +8.7 pp +8.7 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 18.5 5.7% 5 -0.2 pp -0.2 pp +1.0 pp +0.8 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 17.7 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 16.9 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 16.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 15.9 1.6% 5 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 15.8 5.2% 5 -0.1 pp -0.8 pp -0.4 pp -0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 14.5 0.3% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 14.4 2.8% 5 -0.1 pp +0.0 pp +0.3 pp +0.0 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 13.4 9.5% 7 -1.2 pp +0.1 pp +0.9 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.8 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 11.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.6 0.2% 1 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 11.3 4.4% 6 -0.9 pp -1.0 pp -1.2 pp -1.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 11.3 0.5% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.2 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 11.0 1.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 10.7 0.6% 5 -0.3 pp -1.0 pp -1.1 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.4 0.0% 5 +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 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 9.2 0.6% 5 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 9.1 0.3% 3 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 9.0 1.8% 5 -0.2 pp +0.0 pp +0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 8.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 8.6 0.6% 5 -0.3 pp -0.0 pp -0.1 pp -0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.8 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 6.6 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Juno Financial Group LLC CIK 0002106874 0.603 73 6.2 2.2% 2 -1.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 6.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.7 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 5.1 1.6% 5 -0.6 pp -0.6 pp +1.3 pp +1.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 5.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 4.8 1.1% 4 -0.8 pp -0.7 pp +0.8 pp +1.1 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 4.8 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 4.6 0.3% 5 -0.5 pp -0.5 pp -0.2 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 4.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 4.2 1.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 3.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.8 0.0% 5 -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 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 3.5 0.6% 5 -0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.4 0.1% 5 -0.8 pp -1.4 pp -1.5 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 3.1 2.2% 5 -0.1 pp -0.2 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 2.9 0.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.9 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 2.8 0.6% 5 -0.4 pp -1.0 pp -0.7 pp -0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 2.6 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 2.6 1.6% 5 -1.0 pp -2.4 pp -2.7 pp -2.8 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 2.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 2.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.1 0.6% 6 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 2.1 0.7% 5 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 2.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 2.0 0.9% 5 -0.2 pp -0.3 pp -0.3 pp -0.5 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 2.0 0.3% 1 +0.3 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 2.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 1.8 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 1.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.8 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.8 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 1.7 0.2% 5 +0.1 pp +0.1 pp +0.0 pp -0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.6 0.2% 6 -0.2 pp -0.5 pp -0.4 pp -0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 1.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 1.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 1.4 0.3% 5 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 1.4 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.4 0.7% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 1.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 1.2 0.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 1.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 1.1 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.1 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 5 -3.6 pp -3.7 pp -3.5 pp -3.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 0.0 0.0% 0 +0.0 pp -2.2 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 +0.0 pp +0.0 pp -0.2 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
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.0 0.0% 0 +0.0 pp -3.8 pp -3.8 pp -3.8 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -3.9 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -6.2 pp -5.8 pp -2.6 pp -1.7 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
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 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
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -1.3 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 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
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Greenfield Savings Bank CIK 0001940406 0.270 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆MLP3, LLC CIK 0002109061 0.294 86 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 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
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -0.8 pp -0.8 pp -0.7 pp -0.8 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 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
☆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
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -2.9 pp -3.1 pp -2.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 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
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.0 0.0% 0 -1.0 pp -1.0 pp -0.9 pp -0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 -0.0 pp -0.0 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.0 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
☆2UniFi Bank CIK 0002040900 0.000 0 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 +0.0 pp -0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 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 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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