Signals

← Signals

☆IDV

498 in-universe funds with a nonzero position in IDV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#18700
Score / z0.000 / -0.02
Consensus193.88 over 362 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 428.5 0.0% 2 +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 242.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 165.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 137.3 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 129.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 100.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 97.8 0.0% 1 +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 86.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 72.8 0.0% 1 +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 66.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 56.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 42.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 40.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 39.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 35.8 0.0% 1 +0.0 pp +0.0 pp +0.0 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 34.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 29.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 26.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 25.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 25.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 25.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 23.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 18.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 17.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 15.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 14.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 13.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.9 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 12.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 12.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 11.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 11.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 11.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 10.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 9.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 8.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 8.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 7.9 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 6.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.3 0.0% 1 +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 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 5.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 5.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 5.1 2.0% 3 +0.1 pp +0.4 pp +2.0 pp +2.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 4.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 4.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 3.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.2 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 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆bLong Financial, LLC CIK 0001943004 0.352 80 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Balentine LLC CIK 0001586678 0.932 243 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 2.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NFSG Corp CIK 0001879757 0.275 1245 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.8 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.1 pp -0.1 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 IDV). Qtrs Held counts distinct quarters this fund has actually held IDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IDV position size. Δ columns are the percentage-point change in IDV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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