Signals

ILTB

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

Flow ranking

Rank#18553
Score / z0.000 / -0.02
Consensus38.76 over 64 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)
Fund Positions
Quarters Held

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 121.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 71.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RETIREMITTEN FINANCIAL LLC CIK 0002127635 0.842 47 13.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 12.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 12.1 2.1% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verde Capital Management CIK 0001802891 0.578 80 7.6 1.4% 5 -0.4 pp -0.5 pp -0.6 pp -0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 6.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 5.4 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.2 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 3.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 3.4 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.3 0.6% 5 -0.1 pp -1.3 pp -1.3 pp -1.3 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 2.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.2 0.0% 6 -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 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.6 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 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 1.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Veratis Advisors, Inc. CIK 0002111807 0.253 84 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 1.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Level Financial Advisors CIK 0001871734 0.644 95 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.3 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 0.2 0.2% 5 -0.1 pp -1.9 pp -0.0 pp -1.9 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.412 391 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +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% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp -0.0 pp -1.0 pp -0.5 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winter & Associates, Inc. CIK 0002109063 0.134 85 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 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
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 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 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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 -0.2 pp -0.1 pp -0.1 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 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
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.7 pp -0.6 pp -0.7 pp -0.4 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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 ILTB). Qtrs Held counts distinct quarters this fund has actually held ILTB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ILTB position size. Δ columns are the percentage-point change in ILTB'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