Signals

← Signals

☆IHI

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

Flow ranking

Rank#1672
Score / z0.001 / -0.02
Consensus152.53 over 296 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 ▾
☆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 126.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 124.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 104.7 0.0% 5 -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 94.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 58.2 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 56.1 0.0% 5 +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 43.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 33.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 33.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 30.7 0.0% 2 +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 27.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 20.7 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 19.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 18.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 14.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 13.5 0.5% 5 -0.1 pp -0.3 pp +0.4 pp -0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 12.4 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 11.5 7.5% 2 +1.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 11.4 2.1% 1 +2.1 pp +2.1 pp +1.1 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 9.9 1.3% 5 -0.3 pp -0.5 pp -0.5 pp -0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 9.1 2.4% 3 -0.5 pp -0.5 pp +2.4 pp +2.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 8.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 7.8 0.8% 5 +0.2 pp +0.7 pp +0.7 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.7 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 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 6.5 2.3% 5 -0.4 pp -0.8 pp -0.7 pp -1.2 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 6.2 2.5% 7 -0.0 pp -0.4 pp -0.3 pp -0.6 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 6.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 5.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 5.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.4 0.0% 5 -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 5.1 0.0% 5 -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 4.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 4.8 1.1% 5 -0.4 pp -0.6 pp -0.6 pp -0.8 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 4.6 0.9% 3 -0.2 pp -0.4 pp +0.9 pp -0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.4 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 4.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 4.2 0.1% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 4.0 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.9 0.1% 1 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 2.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 2.7 0.3% 1 +0.3 pp +0.3 pp -0.2 pp -0.2 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 2.7 1.9% 5 -0.3 pp -0.7 pp -0.7 pp -1.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.6 0.0% 5 -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 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 2.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 2.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 2.4 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.2 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First American Bank CIK 0001291422 0.676 205 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.1 0.2% 5 -0.5 pp -0.6 pp -0.6 pp -0.7 pp
☆Concord Investment Counsel Inc. CIK 0002022154 0.516 50 2.1 0.6% 3 -0.2 pp -0.3 pp +0.6 pp +0.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.0 0.0% 1 +0.0 pp -0.1 pp +0.0 pp -0.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.9 0.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 1.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 1.7 0.6% 5 -0.1 pp -0.4 pp -0.5 pp -0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.6 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 1.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.6 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.5 0.6% 5 -0.2 pp -0.3 pp -0.2 pp -0.3 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.5 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.4 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 1.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.3 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 1.2 0.0% 5 -0.0 pp -0.7 pp -1.2 pp -1.7 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.473 68 1.2 0.7% 5 -0.4 pp -0.6 pp -0.7 pp -1.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.246 250 1.1 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆Titiun Yejiel CIK 0002118914 0.166 39 1.1 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 1.1 0.6% 5 -0.4 pp -0.5 pp -0.7 pp -1.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.1 0.0% 1 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 1.1 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.1 0.3% 5 -0.2 pp -0.3 pp -0.3 pp -0.5 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 1.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.0 0.4% 5 -0.2 pp -0.3 pp -0.2 pp -0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brick & Kyle, Associates CIK 0001632253 0.567 96 1.0 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 1.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
☆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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sava Infond d.o.o. CIK 0002055882 0.373 242 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆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
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coquina Private Wealth LLC CIK 0002103792 0.481 101 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 0.0 0.0% 0 -0.4 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
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp -0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 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 +0.0 pp +0.0 pp +0.0 pp -5.2 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 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 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Legend Capital Advisors LLC CIK 0002111719 0.541 62 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 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
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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☆New Millennium Group LLC CIK 0001909654 0.000 0 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
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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
☆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
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 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 (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