Signals

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☆IDUB

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

Flow ranking

Rank#1267
Score / z0.033 / 0.02
Consensus20.29 over 36 funds
Momentumnot computed

Price & positioning

191 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 ▾
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 210.0 1.0% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 208.9 1.5% 5 +0.0 pp +0.1 pp +0.3 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 48.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 39.0 7.3% 5 +0.2 pp +0.5 pp +0.9 pp +0.6 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 30.9 4.9% 5 -0.5 pp -0.3 pp -0.1 pp -0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 26.2 1.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆6th Street Advisors, LLC CIK 0002102803 0.733 61 15.6 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆SWS Partners CIK 0001731731 0.307 108 14.7 3.2% 5 -0.1 pp +0.0 pp +0.2 pp +0.4 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 12.2 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 8.9 3.1% 5 -0.2 pp -0.3 pp -0.2 pp -0.6 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 7.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 5.1 3.3% 5 +0.1 pp +0.2 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 3.3 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 3.3 2.2% 5 +0.1 pp +0.1 pp +0.3 pp +0.2 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.8 1.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tailwinds Wealth, LLC CIK 0002109222 0.022 89 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 2.0 1.5% 5 +0.1 pp +0.2 pp +0.6 pp +0.7 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 1.9 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.6 0.8% 3 +0.2 pp +0.4 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 0.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strong Retirement Solutions LLC CIK 0002111795 0.258 82 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 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 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Town Capital LLC CIK 1871352 0.216 75 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp -0.8 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 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
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 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 IDUB). Qtrs Held counts distinct quarters this fund has actually held IDUB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDUB position size. Δ columns are the percentage-point change in IDUB'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