Signals

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☆IDEV

36 in-universe funds with a nonzero position in IDEV within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10960
Score / z-0.077 / -0.55
Consensus14.11 over 26 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 ▾
☆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 3,288.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 721.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 207.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 114.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 99.7 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 26.5 14.3% 2 +1.4 pp +14.3 pp +14.3 pp +14.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 18.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 16.5 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 11.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 7.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 6.5 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 6.1 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 3.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 3.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 2.6 3.0% 2 +1.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.1 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 IDEV). Qtrs Held counts distinct quarters this fund has actually held IDEV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDEV position size. Δ columns are the percentage-point change in IDEV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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