Signals

← Signals

☆IHI

664 in-universe funds with a nonzero position in IHI within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#17125
Score / z0.000 / -0.02
Consensus154.05 over 292 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆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 172.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 104.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 94.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 71.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 68.8 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 62.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 59.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 50.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 38.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 23.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 17.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 16.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 15.6 0.6% 4 -0.1 pp +0.5 pp -0.2 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 15.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 12.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 11.5 1.6% 4 -0.2 pp -0.2 pp -0.2 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 9.7 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 9.3 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 7.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.0 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 6.9 2.7% 4 -0.4 pp -0.3 pp -0.7 pp +2.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 6.0 0.5% 4 -0.1 pp -0.0 pp -0.1 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 5.5 0.6% 4 +0.5 pp +0.5 pp -0.0 pp +0.6 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 5.4 2.5% 6 -0.4 pp -0.3 pp -0.5 pp -0.6 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 5.4 1.5% 4 -0.2 pp -0.2 pp -0.4 pp +1.5 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 5.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 5.0 1.1% 2 -0.1 pp +1.1 pp -0.2 pp +1.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 4.7 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 4.0 0.0% 4 -0.7 pp -1.2 pp -1.7 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 3.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.6 0.0% 4 -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 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.4 0.2% 4 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 3.1 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 2.9 2.2% 4 -0.4 pp -0.4 pp -0.7 pp +2.2 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 2.9 0.8% 4 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 2.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 2.6 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 2.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.3 0.3% 4 -0.1 pp -0.2 pp -0.4 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Investment Counsel Inc. CIK 0002022154 0.516 50 2.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.9 0.7% 4 -0.3 pp -0.3 pp -0.5 pp +0.7 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.7 0.8% 4 -0.1 pp -0.0 pp -0.2 pp +0.8 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 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.6 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.247 250 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 1.5 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 1.5 1.1% 4 -0.1 pp -0.3 pp -0.6 pp +1.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.4 0.5% 4 -0.1 pp -0.1 pp -0.3 pp +0.5 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 1.4 1.0% 4 -0.2 pp -0.4 pp -0.6 pp +1.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.4 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.4 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Titiun Yejiel CIK 0002118914 0.166 39 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.2 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 1.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 1.0 0.3% 4 -0.1 pp -0.1 pp -0.3 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 1.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 1.0 0.6% 4 -0.3 pp -0.3 pp -0.5 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 1.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 1.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 0.9 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 0.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 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
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 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
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.1 pp -0.1 pp -0.4 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆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
☆KWB Wealth CIK 0001822236 0.453 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Martin Capital Advisors, LLP CIK 0001904126 0.430 77 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 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
☆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 IHI). Qtrs Held counts distinct quarters this fund has actually held IHI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IHI position size. Δ columns are the percentage-point change in IHI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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