Signals

← Signals

☆IDMO

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

Flow ranking

Rank#601
Score / z0.271 / 0.31
Consensus115.62 over 228 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 404.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 212.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 136.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 123.3 8.5% 2 +0.2 pp +8.5 pp +8.5 pp +8.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 93.6 1.5% 5 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 84.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 55.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 51.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 48.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 43.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 42.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 37.7 7.1% 5 -1.5 pp -1.4 pp -0.1 pp +6.3 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 36.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 36.1 6.1% 5 +0.3 pp +0.8 pp +1.4 pp +1.9 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 30.4 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 28.4 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 27.9 5.0% 3 +0.2 pp +0.3 pp +5.0 pp +5.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 27.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 26.3 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 26.1 4.4% 4 +0.0 pp -0.0 pp -0.1 pp +4.4 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 25.8 6.3% 4 +0.4 pp +0.8 pp +1.1 pp +6.3 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 23.1 2.3% 4 -0.0 pp +0.2 pp +0.3 pp +2.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 20.6 11.1% 2 -0.2 pp +11.1 pp +11.1 pp +11.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 19.4 2.2% 5 +0.2 pp +0.4 pp +0.7 pp +1.9 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 18.9 9.0% 4 +0.2 pp +0.2 pp -0.1 pp +9.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.2 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bucket List Wealth Management, LLC CIK 0002133435 0.597 63 15.3 7.5% 2 +0.4 pp +7.5 pp +7.5 pp +7.5 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 14.4 8.1% 6 -0.5 pp -1.0 pp -1.0 pp -2.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 14.3 1.0% 5 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 14.2 0.7% 4 -0.0 pp -0.5 pp -0.8 pp +0.7 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 13.5 4.3% 5 -0.9 pp -0.7 pp -0.5 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 13.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 13.4 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 13.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 12.1 6.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 12.0 1.1% 5 -0.1 pp -0.3 pp -0.4 pp +1.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 11.3 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 11.1 0.6% 4 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 11.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 10.7 3.1% 3 +2.1 pp +2.9 pp +3.1 pp +3.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 10.5 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 10.5 2.4% 5 +0.0 pp +1.9 pp +1.8 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.273 71 10.3 6.0% 2 +1.8 pp +6.0 pp +6.0 pp +6.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 9.7 3.8% 5 +0.3 pp +0.5 pp +1.0 pp +1.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.4 1.6% 5 -0.2 pp -0.6 pp -1.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 9.4 3.9% 5 +0.2 pp +0.2 pp +0.6 pp +0.8 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 9.1 8.1% 2 +0.0 pp +8.1 pp +8.1 pp +8.1 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 9.0 4.9% 2 +0.6 pp +4.9 pp +4.9 pp +4.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 8.6 0.1% 5 -0.4 pp -0.4 pp -0.4 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 7.9 1.9% 5 -0.1 pp -0.0 pp +0.3 pp +1.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 7.7 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 7.7 1.0% 5 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 7.5 4.2% 5 -0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.4 2.1% 5 +0.6 pp +1.0 pp +1.1 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.2 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 6.4 3.5% 2 +0.7 pp +3.5 pp +3.5 pp +3.5 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 6.3 1.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 6.3 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 6.0 2.9% 5 -0.0 pp -0.1 pp +1.5 pp +2.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Westwind Capital CIK 0001729269 0.056 77 5.5 1.3% 3 +0.2 pp +0.6 pp +1.3 pp +1.3 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 5.4 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Urban Wealth Management, LLC CIK 0001845521 0.139 107 5.1 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Embree Financial Group CIK 0002020860 0.466 283 5.1 0.5% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 5.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 4.7 3.9% 2 -0.6 pp +3.9 pp +3.9 pp +3.9 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 4.7 3.1% 3 -0.1 pp +0.9 pp +3.1 pp +3.1 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 4.6 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.3 0.0% 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
☆CPWA, LLC CIK 0002134744 0.279 94 4.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 4.1 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Riverstone Advisors, LLC CIK 0001763404 0.637 85 4.1 1.7% 5 +0.3 pp +1.0 pp +1.2 pp +1.5 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 4.1 0.9% 5 -0.6 pp -2.4 pp -2.4 pp -1.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 4.0 0.2% 1 +0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 3.8 2.3% 3 -0.1 pp +2.2 pp +2.3 pp +2.3 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.8 2.8% 5 +0.1 pp +0.4 pp +1.2 pp +2.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.8 0.8% 4 -0.1 pp -0.0 pp +0.5 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 3.7 1.5% 5 -0.1 pp -1.0 pp -0.3 pp +0.6 pp
☆RDA Financial Network CIK 0001774086 0.257 284 3.6 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 3.6 2.1% 4 +0.2 pp +1.1 pp +2.1 pp +2.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.4 0.7% 3 +0.3 pp +0.4 pp +0.7 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 3.3 1.3% 4 +0.0 pp +0.1 pp -0.2 pp +1.3 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 3.2 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 2.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 2.8 1.4% 5 +0.2 pp +0.4 pp +0.7 pp +1.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 2.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.5 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 2.5 1.2% 3 -3.4 pp -3.0 pp +1.2 pp +1.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 2.4 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.4 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.3 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stillwater Private Wealth, LLC CIK 2137933 0.065 83 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 2.2 0.7% 2 +0.2 pp +0.7 pp +0.4 pp +0.7 pp
☆Lifetime Wealth Management P.C. CIK 0002116339 0.263 90 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.8 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.8 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Flagship Capital Management Inc. CIK 0002106796 0.473 50 1.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 1.6 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.5 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 1.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.4 0.8% 3 +0.5 pp +0.5 pp +0.8 pp +0.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 1.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 1.3 1.1% 5 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 1.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.8 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp -0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona PSPRS Trust CIK 0001565332 0.939 14 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 -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
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.0% 0 +0.0 pp -3.8 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.6 pp -0.3 pp -0.0 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -1.9 pp -1.7 pp -1.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 IDMO). Qtrs Held counts distinct quarters this fund has actually held IDMO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDMO position size. Δ columns are the percentage-point change in IDMO'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