Signals

← Signals

☆IDEQ

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

Flow ranking

Rank#24211
Score / z-0.027 / -0.05
Consensus46.62 over 82 funds
Momentum-0.05 =

Price & positioning

226 cached closes, trailing year
Drawdown-2%
Short interest+8% / 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 85.0 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 60.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 55.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 40.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 30.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 21.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 19.7 5.7% 2 +0.9 pp +5.7 pp +5.7 pp +5.7 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 16.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 14.5 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 14.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 14.2 8.8% 2 -0.9 pp +8.8 pp +8.8 pp +8.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigation Group, LLC CIK 0002132497 0.648 121 11.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 11.1 3.8% 2 +0.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 10.9 3.0% 2 +1.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.241 450 10.8 7.1% 2 +1.0 pp +7.1 pp +7.1 pp +7.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.8 0.0% 2 +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 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 6.1 1.6% 4 +0.1 pp +0.3 pp +0.5 pp +1.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 5.7 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 5.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 4.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 4.0 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.6 0.6% 3 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 2.6 2.2% 3 +0.0 pp -0.3 pp +2.2 pp +2.2 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 2.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 2.2 1.2% 3 -0.1 pp +0.9 pp +1.2 pp +1.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.9 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First American Bank CIK 0001291422 0.677 205 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 2 +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% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 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 +0.0 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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 IDEQ). Qtrs Held counts distinct quarters this fund has actually held IDEQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDEQ position size. Δ columns are the percentage-point change in IDEQ'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