Signals

← Signals

☆IBTH

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

Flow ranking

Rank#17026
Score / z0.000 / -0.01
Consensus142.22 over 250 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 ▾
☆HM PAYSON & CO CIK 0000928052 0.806 1139 166.9 2.4% 3 +0.2 pp +0.1 pp +2.4 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 81.0 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 79.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 63.6 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 56.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 51.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 43.8 4.4% 3 -0.1 pp -0.6 pp +4.4 pp +4.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 43.6 1.0% 4 +0.9 pp +0.9 pp +0.9 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 39.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 39.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 38.2 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 31.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 27.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 26.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 25.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 22.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 21.6 3.1% 3 +0.4 pp +0.4 pp +3.1 pp +3.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 20.5 0.3% 3 +0.0 pp -0.5 pp +0.3 pp +0.3 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 19.1 1.6% 3 +0.2 pp +0.2 pp +1.6 pp +1.6 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 18.0 0.9% 3 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 17.6 6.0% 3 +1.2 pp +1.0 pp +6.0 pp +6.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 16.7 5.6% 3 +0.4 pp +0.4 pp +5.6 pp +5.6 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 16.0 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 15.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 14.8 1.4% 3 +0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.3 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 13.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 13.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 12.5 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 11.6 5.3% 4 -0.1 pp -0.2 pp -0.6 pp +5.3 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 10.4 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 9.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 9.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 8.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 8.7 3.8% 3 -0.0 pp -0.0 pp +3.8 pp +3.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 8.2 4.5% 3 +0.2 pp +0.4 pp +4.5 pp +4.5 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 7.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 7.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 7.4 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 7.1 4.9% 2 +0.7 pp +4.9 pp +4.9 pp +4.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 7.0 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 6.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.4 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 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 6.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 5.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 5.7 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.4 0.9% 4 +0.1 pp -0.1 pp -0.3 pp +0.9 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 5.3 0.3% 3 -0.4 pp -0.4 pp +0.3 pp +0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 4.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 4.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 4.6 1.1% 3 +0.2 pp +0.3 pp +1.1 pp +1.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 4.4 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 4.4 2.8% 3 +0.4 pp +0.5 pp +2.8 pp +2.8 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 4.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 3.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 3.4 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 2.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 2.5 0.6% 3 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 2.5 1.8% 1 +1.8 pp +1.8 pp +1.5 pp +1.8 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 2.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 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
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 2.2 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 2.2 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 1.8 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.7 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 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 -0.1 pp +0.5 pp +0.5 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
☆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
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 1.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 1.0 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.0 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.8 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 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.7 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆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
☆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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +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 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greenfield Savings Bank CIK 0001940406 0.270 148 0.0 0.0% 0 -0.1 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
☆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
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 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
☆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
☆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
☆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
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 -0.3 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
☆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
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 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
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -9.2 pp -3.3 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 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 IBTH). Qtrs Held counts distinct quarters this fund has actually held IBTH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBTH position size. Δ columns are the percentage-point change in IBTH'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