Signals

← Signals

☆IBTI

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

Flow ranking

Rank#1185
Score / z0.045 / 0.04
Consensus123.59 over 206 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 ▾
☆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 76.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 75.9 0.1% 6 -0.0 pp -0.0 pp -0.0 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 67.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 61.3 3.4% 2 +3.3 pp +3.4 pp +3.4 pp +3.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 58.4 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 42.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 41.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 37.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 31.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 30.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 29.8 4.0% 5 +0.1 pp +0.8 pp +1.3 pp +1.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 28.9 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 28.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 26.9 2.5% 5 -0.1 pp +0.1 pp +0.2 pp +1.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 26.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 26.2 0.3% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 24.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 23.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 21.2 1.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Horizon Advisory Services, Inc. CIK 0001799006 0.816 49 20.4 8.6% 5 -1.7 pp -1.4 pp -1.2 pp -1.5 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 19.5 1.5% 5 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 18.6 5.8% 5 -0.2 pp -0.2 pp +1.4 pp +1.2 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 18.4 0.7% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 17.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 16.2 5.3% 5 +0.2 pp -0.3 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 14.2 0.4% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 12.9 0.7% 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 12.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.1 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 12.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 11.7 2.2% 5 -0.1 pp -0.1 pp +0.1 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 11.3 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 11.2 4.4% 6 -0.4 pp -0.3 pp -0.4 pp -0.5 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 10.9 4.3% 5 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 10.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 10.0 3.3% 5 +1.0 pp +1.2 pp +1.5 pp +1.4 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 9.5 5.6% 5 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 9.3 0.9% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 8.8 0.6% 5 -0.3 pp +0.0 pp +0.0 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 7.7 1.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.7 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
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 6.4 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Old Port Advisors CIK 0001744348 0.222 266 6.0 1.2% 3 +0.4 pp +1.1 pp +1.2 pp +1.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 5.5 0.3% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 5.1 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 5.1 1.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.7 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 4.4 1.3% 2 -0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 4.4 1.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.2 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 4.1 1.0% 3 -0.4 pp -0.5 pp +1.0 pp +1.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 3.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.9 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 3.7 2.2% 2 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 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% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 3.5 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 3.4 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 3.3 0.4% 4 -0.1 pp -0.0 pp +0.2 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 3.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 3.1 0.4% 6 -0.5 pp -1.1 pp -1.3 pp -1.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.9 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 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 2.8 1.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 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
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 2.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 2.4 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 2.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 2.1 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 2.0 0.6% 5 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.0 0.6% 3 -0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 1.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.8 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 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.5 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 1.5 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 1.5 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 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 1.4 0.9% 3 +0.1 pp +0.4 pp +0.9 pp +0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 1.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.3 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 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 1.2 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.7 0.0% 5 +0.0 pp +0.0 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
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.6 0.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Black Maple Capital Management LP CIK 0001588959 0.231 82 0.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.6 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 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 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 (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