Signals

← Signals

☆IBTI

208 in-universe funds with a nonzero position in IBTI within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#891
Score / z0.090 / 0.13
Consensus97.44 over 163 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+22% / 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 ▾
☆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 74.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 67.4 0.1% 3 -0.0 pp -0.0 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 53.5 0.0% 2 -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 53.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.8 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 23.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 23.5 2.2% 2 +1.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 21.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 20.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Advisory Services, Inc. CIK 0001799006 0.816 49 19.2 9.8% 2 -0.3 pp +9.8 pp +9.8 pp +9.8 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 18.3 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 18.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 17.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 16.8 5.2% 2 -0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 15.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 14.6 4.4% 2 +0.5 pp +4.4 pp +4.4 pp +4.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 11.8 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Trust Co CIK 0001632554 0.769 908 11.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 11.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.3 0.0% 2 -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 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 10.7 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 9.7 4.8% 3 -0.1 pp -0.5 pp +4.8 pp +4.8 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 9.6 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 9.1 5.1% 2 -0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 8.2 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 6.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 6.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 6.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 5.3 1.5% 2 -0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 4.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.215 134 4.2 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 4.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 3.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 3.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 2.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.3 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 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 2.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 2.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 1.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.6 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 1.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 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% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Maple Capital Management LP CIK 0001588959 0.231 82 0.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 0.4 0.2% 2 -1.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 0.3 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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.3 0.0% 2 +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 0.3 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.1 0.0% 4 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 2 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +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% 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% 2 -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% 2 -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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 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
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.1 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
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.0 0.0% 0 -0.1 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
☆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
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -2.0 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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