Signals

← Signals

☆IDEV

677 in-universe funds with a nonzero position in IDEV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#195
Score / z0.982 / 1.39
Consensus240.45 over 430 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-47% / 1.6d

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 4,328.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,661.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,448.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,001.9 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 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 996.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 985.8 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 684.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 372.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 365.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 354.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 318.2 4.0% 3 -0.6 pp -1.8 pp +4.0 pp +4.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 294.7 3.6% 3 +0.0 pp +0.4 pp +3.6 pp +3.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 290.1 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 286.8 0.4% 3 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 270.4 22.6% 3 -0.6 pp -0.5 pp +22.6 pp +22.6 pp
☆Bank of Finland CIK 0001844891 0.971 4 268.4 18.6% 3 -11.1 pp -11.5 pp +18.6 pp +18.6 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 255.7 6.6% 3 -0.1 pp -0.2 pp +6.6 pp +6.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 231.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 214.3 4.5% 3 +3.2 pp +0.4 pp +4.5 pp +4.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 156.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 138.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 134.5 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 132.2 7.3% 3 -0.3 pp -0.3 pp +7.3 pp +7.3 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 123.2 7.0% 3 +0.0 pp +0.7 pp +7.0 pp +7.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 122.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 118.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 115.6 14.5% 3 +0.2 pp -0.1 pp +14.5 pp +14.5 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 114.4 4.6% 3 +0.2 pp +0.1 pp +4.6 pp +4.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 107.6 0.4% 3 -1.8 pp -1.9 pp +0.4 pp +0.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 104.0 0.8% 1 +0.8 pp -0.3 pp +0.8 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 100.7 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 98.6 7.2% 3 -0.0 pp +0.1 pp +7.2 pp +7.2 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 90.7 6.9% 3 +0.4 pp +0.1 pp +6.9 pp +6.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 76.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 66.8 2.4% 3 +0.2 pp +0.2 pp +2.4 pp +2.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 64.2 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 61.2 3.7% 3 -0.6 pp +0.1 pp +3.7 pp +3.7 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 58.7 8.5% 3 +0.0 pp +0.1 pp +8.5 pp +8.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 57.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 56.1 9.1% 3 +0.6 pp +0.2 pp +9.1 pp +9.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 55.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 51.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 50.5 8.9% 3 -0.1 pp +0.0 pp +8.9 pp +8.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 50.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Starr Indemnity & Liability Co CIK 0001640521 0.898 4 50.0 14.2% 3 -1.7 pp -2.7 pp +14.2 pp +14.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 49.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 47.2 5.3% 3 -1.1 pp -1.2 pp +5.3 pp +5.3 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 45.1 4.5% 3 +0.4 pp +0.4 pp +4.5 pp +4.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 41.8 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 39.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 39.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 38.7 8.9% 3 +0.0 pp -0.1 pp +8.9 pp +8.9 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 36.2 2.5% 3 +0.8 pp +0.9 pp +2.5 pp +2.5 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 34.7 4.5% 3 +0.1 pp +0.7 pp +4.5 pp +4.5 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 34.6 14.6% 5 -0.1 pp +1.1 pp +0.3 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 33.2 4.1% 3 +0.0 pp -0.0 pp +4.1 pp +4.1 pp
☆DDFG, Inc CIK 0001967640 0.535 91 33.1 7.3% 3 +0.0 pp +0.6 pp +7.3 pp +7.3 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 32.5 10.0% 3 +0.1 pp +0.3 pp +10.0 pp +10.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 32.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 31.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆C V STARR & CO INC CIK 0001340459 0.836 5 31.2 17.2% 3 +3.1 pp +2.2 pp +17.2 pp +17.2 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 28.7 6.6% 3 +1.5 pp +1.4 pp +6.6 pp +6.6 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 28.1 3.4% 3 -0.1 pp +0.1 pp +3.4 pp +3.4 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 26.4 2.3% 3 -0.9 pp +1.1 pp +2.3 pp +2.3 pp
☆Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 25.8 8.6% 3 -0.1 pp +0.8 pp +8.6 pp +8.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 25.5 0.2% 5 +0.1 pp +0.2 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 25.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 24.7 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 24.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 23.5 1.9% 4 -0.0 pp -0.1 pp +0.0 pp +1.9 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 22.6 8.6% 4 +0.2 pp +0.3 pp +0.5 pp +8.6 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 21.4 7.5% 3 -0.9 pp -0.4 pp +7.5 pp +7.5 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 20.8 4.9% 3 -0.2 pp -0.5 pp +4.9 pp +4.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 20.2 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 20.1 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 20.0 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 19.9 6.0% 3 -0.0 pp -0.8 pp +6.0 pp +6.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 19.8 2.2% 3 -0.1 pp -0.3 pp +2.2 pp +2.2 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 19.7 2.7% 3 +0.2 pp +0.3 pp +2.7 pp +2.7 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 19.6 1.9% 3 +0.0 pp +0.0 pp +1.9 pp +1.9 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 19.5 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 19.0 3.0% 3 +0.4 pp +0.4 pp +3.0 pp +3.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 19.0 4.0% 3 +0.0 pp +0.1 pp +4.0 pp +4.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 18.5 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 17.1 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 16.9 3.4% 3 +0.1 pp +0.2 pp +3.4 pp +3.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 16.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 14.7 9.9% 3 +0.7 pp +1.2 pp +9.9 pp +9.9 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 14.6 5.8% 3 -0.1 pp +0.2 pp +5.8 pp +5.8 pp
☆Oak Root LLC CIK 0002027377 0.950 10 14.6 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 14.3 4.3% 3 +0.1 pp +0.0 pp +4.3 pp +4.3 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 14.1 4.1% 3 +0.1 pp -0.2 pp +4.1 pp +4.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 13.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 13.3 2.0% 3 +0.5 pp +0.6 pp +2.0 pp +2.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 13.2 0.4% 3 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 12.8 6.3% 3 +0.2 pp +0.6 pp +6.3 pp +6.3 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 12.7 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 12.2 7.6% 3 +0.2 pp +2.3 pp +7.6 pp +7.6 pp
☆Friday Financial CIK 0002048792 0.653 108 12.0 4.2% 3 +0.1 pp +0.0 pp +4.2 pp +4.2 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 11.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 11.5 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 11.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 11.2 1.5% 3 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 11.1 0.6% 3 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 11.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 11.0 3.0% 3 -0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 9.9 3.6% 3 -0.1 pp -0.2 pp +3.6 pp +3.6 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 9.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 9.7 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 9.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.5 0.3% 4 -0.0 pp -0.4 pp -0.1 pp +0.3 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 9.5 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 9.4 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 9.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 9.1 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 9.1 4.4% 4 +0.5 pp +0.4 pp +0.5 pp +4.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 8.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 8.4 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 8.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 8.2 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 8.1 4.2% 5 +0.2 pp +0.8 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 7.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 7.6 4.3% 3 -0.3 pp -0.7 pp +4.3 pp +4.3 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 7.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 7.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 7.5 3.0% 3 -0.0 pp -0.0 pp +3.0 pp +3.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 7.2 3.4% 5 -0.2 pp -0.4 pp -0.2 pp -0.1 pp
☆David J Yvars Group CIK 0001836266 0.505 105 7.1 3.8% 3 +0.3 pp +0.1 pp +3.8 pp +3.8 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 7.1 3.7% 3 -0.0 pp -0.2 pp +3.7 pp +3.7 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 7.1 2.8% 3 -0.3 pp -0.5 pp +2.8 pp +2.8 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 7.0 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gainplan LLC CIK 0001697857 0.087 60 0.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
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☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.8 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
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☆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 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -5.3 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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