Signals

← Signals

☆IDV

550 in-universe funds with a nonzero position in IDV within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1243
Score / z0.025 / 0.04
Consensus192.40 over 353 funds
Momentumnot computed

Price & positioning

225 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 463.1 0.0% 3 +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 267.0 0.0% 4 +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 145.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 144.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 132.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 128.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 106.8 0.0% 2 +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 92.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 92.5 0.0% 2 +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 73.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 63.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 53.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 46.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 45.0 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 44.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 40.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 39.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 37.9 0.0% 2 +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 36.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 32.0 0.2% 4 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 31.8 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 27.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 26.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 26.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 25.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 24.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 21.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 21.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 19.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 18.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Gimbal Financial CIK 0001835206 0.000 54 15.4 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 15.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 14.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 14.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 14.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 14.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 12.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 12.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 12.1 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 11.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 11.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 11.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 10.0 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆COWA, LLC CIK 0001844480 0.512 181 9.9 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 9.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 9.4 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 9.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 9.1 6.5% 2 +0.3 pp +6.5 pp +6.5 pp +6.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 7.7 0.8% 4 +0.6 pp +0.6 pp +0.6 pp +0.8 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 7.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 7.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.3 0.0% 3 +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 7.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.8 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 6.5 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 6.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 6.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 5.7 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 5.6 1.4% 2 +1.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 5.4 1.9% 4 -0.1 pp +0.0 pp +0.3 pp +1.9 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 5.1 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 5.0 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 4.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 4.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 4.4 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 4.0 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 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 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 3.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 3.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 3.6 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 3.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 3.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 3.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 3.1 2.5% 2 -0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 3.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆bLong Financial, LLC CIK 0001943004 0.352 80 2.4 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 2.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Balentine LLC CIK 0001586678 0.932 243 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 2.1 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 2.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.9 1.4% 3 -0.1 pp +0.3 pp +1.4 pp +1.4 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 1.9 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.9 0.0% 2 +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% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 2 -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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 2 +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% 2 -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% 2 -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
☆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
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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
☆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
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Investment Advisors CIK 0001597690 0.290 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 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
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.0 0.0% 0 -0.0 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -0.2 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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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