Signals

← Signals

☆IDEF

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

Flow ranking

Rank#17060
Score / z0.000 / -0.02
Consensus102.01 over 210 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1,457.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 418.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 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 145.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 139.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 129.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 96.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 91.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 66.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 58.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JB Capital LLC CIK 0001879371 0.629 280 51.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 37.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 34.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 27.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.3 0.2% 1 +0.2 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 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 15.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 10.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 10.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 8.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 7.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 7.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 6.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SWMG, LLC CIK 0001839255 0.473 100 6.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 5.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 2.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CFO CAPITAL MANAGEMENT LLC CIK 0002114167 0.159 104 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +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
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -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 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 IDEF). Qtrs Held counts distinct quarters this fund has actually held IDEF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDEF position size. Δ columns are the percentage-point change in IDEF'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