Signals

← Signals

☆IBTI

181 in-universe funds with a nonzero position in IBTI within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#930
Score / z0.100 / 0.11
Consensus88.01 over 149 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆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 73.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 59.7 0.1% 2 -0.0 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 55.2 0.0% 1 +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 50.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 28.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 20.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 20.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Horizon Advisory Services, Inc. CIK 0001799006 0.817 49 18.8 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 17.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 17.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 16.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 14.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 12.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 11.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 11.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 10.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 10.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 9.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 9.2 4.9% 2 -0.3 pp +4.9 pp +4.9 pp +4.9 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 8.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 7.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 7.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 6.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 5.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 5.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Retireful, LLC CIK 0001919176 0.005 81 2.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.3 0.0% 1 +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 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 1 +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% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆United Community Bank CIK 0002000314 0.267 534 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAMEL ASSOCIATES, INC. CIK 0001599760 0.364 92 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Maple Capital Management LP CIK 0001588959 0.231 82 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.2 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 IBTI). Qtrs Held counts distinct quarters this fund has actually held IBTI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IBTI position size. Δ columns are the percentage-point change in IBTI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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