Signals

← Signals

☆ILF

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

Flow ranking

Rank#17146
Score / z0.000 / -0.02
Consensus121.74 over 229 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 180.7 0.0% 6 +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 89.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 87.6 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 65.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 49.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 47.6 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 39.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 39.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 35.8 6.5% 4 +1.0 pp +0.6 pp +0.7 pp +6.5 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 28.5 2.4% 4 +1.0 pp +1.8 pp +1.8 pp +2.4 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 26.4 0.2% 1 +0.2 pp +0.0 pp -0.1 pp +0.2 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 26.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 23.1 1.2% 4 +0.2 pp +0.2 pp +0.3 pp +1.2 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 22.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 22.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.1 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 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 19.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 17.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 16.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 15.3 2.4% 4 +0.2 pp +0.3 pp +0.6 pp +2.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 15.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 14.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 13.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Randolph Co Inc CIK 0001475150 0.451 47 12.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 11.2 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.5 0.0% 5 -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 10.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 10.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 9.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 9.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 9.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 9.0 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 8.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 8.6 2.4% 4 +0.0 pp +0.1 pp +0.1 pp +2.4 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 8.5 4.0% 4 -2.1 pp +0.5 pp +1.8 pp +4.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 8.1 1.0% 4 -0.4 pp -0.3 pp -0.4 pp +1.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Omnia Family Wealth, LLC CIK 0001696136 0.745 103 7.6 2.4% 2 +0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 7.2 3.1% 3 -0.1 pp +0.6 pp +3.1 pp +3.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 7.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 5.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.5 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Highview Capital Management LLC/DE/ CIK 0001903786 0.190 118 5.3 1.9% 4 +0.4 pp +0.5 pp +0.6 pp +1.9 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 5.3 0.6% 4 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
☆EFG International AG CIK 0002109868 0.615 1088 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ICICI Prudential Asset Management Co Ltd CIK 0001697850 0.300 157 5.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 4.9 2.3% 4 +0.7 pp +1.2 pp +1.4 pp +2.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 4.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 4.1 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 4.0 2.1% 1 +2.1 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 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 3.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Leibman Financial Services, Inc. CIK 0002006661 0.144 46 3.1 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Corecam AG CIK 0002110914 0.135 50 3.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 3.0 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 3.0 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.9 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 2.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 2.8 1.8% 3 +0.6 pp +0.6 pp +1.8 pp +1.8 pp
☆Moneda S.A. Administradora General de Fondos CIK 0001536361 0.210 31 2.8 2.3% 4 -0.2 pp -0.4 pp +0.3 pp +2.3 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 2.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 2.5 0.8% 4 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 2.0 0.8% 2 -1.7 pp +0.8 pp -1.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 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 -0.1 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 1.7 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 1.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.6 1.1% 5 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.5 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.4 1.0% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Yoffe Investment Management, LLC CIK 0002056336 0.125 113 1.3 1.7% 4 +0.2 pp +0.3 pp +0.4 pp +1.7 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.0 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 1.0 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.9 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.9 0.5% 4 -0.0 pp -0.1 pp +0.3 pp +0.5 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 -0.8 pp -1.1 pp -1.1 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 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
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 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
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 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
☆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
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 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
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Garda Capital Partners LP CIK 0001666905 0.000 7 0.0 0.0% 0 -100.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 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
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MARVIN & PALMER ASSOCIATES INC CIK 0000860645 0.013 28 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.8 pp +0.0 pp -0.1 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +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% 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 ILF). Qtrs Held counts distinct quarters this fund has actually held ILF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ILF position size. Δ columns are the percentage-point change in ILF'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