Signals

← Signals

☆IBTH

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

Flow ranking

Rank#17029
Score / z0.000 / -0.02
Consensus140.98 over 241 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 151.6 2.2% 4 -0.2 pp -0.0 pp -0.0 pp +2.2 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 84.5 0.0% 5 +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 83.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 67.3 2.4% 4 +0.1 pp +0.1 pp -0.1 pp +2.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 59.2 1.4% 5 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 55.9 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 55.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.6 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 42.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 40.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 38.6 0.4% 4 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 37.6 3.6% 4 -0.8 pp -1.0 pp -1.4 pp +3.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 33.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 31.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.5 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 28.9 1.8% 4 +0.9 pp +1.7 pp +1.7 pp +1.8 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 27.8 1.2% 4 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 27.0 3.8% 4 +0.6 pp +1.1 pp +1.1 pp +3.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 26.6 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 23.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 21.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 20.2 0.3% 4 +0.0 pp +0.0 pp -0.5 pp +0.3 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 19.6 1.7% 4 +0.1 pp +0.3 pp +0.3 pp +1.7 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 18.2 1.0% 1 +1.0 pp -1.3 pp +0.2 pp +1.0 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 18.0 6.0% 4 +0.0 pp +1.3 pp +1.1 pp +6.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 17.3 5.9% 4 +0.4 pp +0.7 pp +0.7 pp +5.9 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 16.7 1.6% 4 +0.1 pp +0.2 pp +0.6 pp +1.6 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 16.5 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 15.4 1.2% 4 +0.4 pp +0.3 pp +0.3 pp +1.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 15.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 14.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 13.6 1.3% 4 -0.1 pp -0.0 pp -0.1 pp +1.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 13.2 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 12.0 5.5% 5 +0.1 pp +0.0 pp -0.1 pp -0.4 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 10.2 4.5% 4 +0.7 pp +0.7 pp +0.7 pp +4.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 9.4 1.4% 4 -0.1 pp -0.2 pp -0.3 pp +1.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 9.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 8.4 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 8.0 4.8% 4 +0.3 pp +0.5 pp +0.8 pp +4.8 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 7.8 0.7% 3 +0.4 pp +0.5 pp +0.7 pp +0.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 7.3 0.7% 3 +0.6 pp +0.6 pp +0.7 pp +0.7 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 7.3 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 7.2 4.9% 3 -0.0 pp +0.7 pp +4.9 pp +4.9 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 6.7 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.5 0.0% 4 +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 6.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 6.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 6.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 5.9 1.4% 4 +0.3 pp +0.5 pp +0.6 pp +1.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 5.4 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 5.1 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.1 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 4.9 1.1% 4 -0.7 pp -0.7 pp -0.7 pp +1.1 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 4.7 3.1% 4 +0.3 pp +0.6 pp +0.8 pp +3.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 4.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 4.5 0.3% 4 -0.0 pp -0.4 pp -0.4 pp +0.3 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 4.4 1.0% 4 +0.4 pp +0.6 pp +0.9 pp +1.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 4.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 3.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 3.6 1.0% 4 -0.0 pp +0.0 pp -0.1 pp +1.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 3.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 3.4 0.5% 5 -0.3 pp -0.3 pp -0.4 pp -0.6 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 3.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 3.0 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 2.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 2.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.4 0.0% 1 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.3 0.7% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 2.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 2.2 1.1% 4 -0.1 pp -0.1 pp -0.3 pp +1.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.9 1.3% 4 +0.1 pp +0.3 pp +0.3 pp +1.3 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 1.9 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 1.7 0.8% 4 -0.1 pp -0.0 pp +0.1 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.6 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 1.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 1.5 0.5% 4 -0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.4 0.1% 4 +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% 4 -0.3 pp -0.3 pp +0.1 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 1.1 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.1 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 1.0 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 0.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.8 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.8 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆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
☆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
☆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
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.0 0.0% 0 -0.1 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 -0.1 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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
☆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
☆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
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.6 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 -0.2 pp -0.2 pp -1.3 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
☆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
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.5 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 -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
☆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
☆Cooper Financial Group CIK 0001751581 0.393 448 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
☆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
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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 +0.0 pp -0.4 pp -0.4 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
☆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
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Greenfield Savings Bank CIK 0001940406 0.270 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆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
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 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
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 (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