Signals

INMU

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

Flow ranking

Rank#18625
Score / z0.000 / -0.02
Consensus56.04 over 99 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)
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
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 95.1 0.7% 3 +0.0 pp +0.3 pp +0.7 pp +0.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 70.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 59.7 0.4% 2 -1.1 pp +0.4 pp +0.4 pp +0.4 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 51.6 0.8% 3 -0.0 pp +0.3 pp +0.8 pp +0.8 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 45.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 32.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 27.5 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 9.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 9.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 6.6 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 5.9 3.1% 5 -0.4 pp -0.3 pp -0.2 pp -0.5 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 5.6 1.8% 3 +0.7 pp +1.0 pp +1.8 pp +1.8 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 5.5 1.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
Advisory Resource Group CIK 0001764968 0.307 183 4.2 0.6% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 4.1 1.7% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 3.5 1.2% 1 +1.2 pp +0.9 pp +1.2 pp +1.2 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 3.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 3.1 0.5% 3 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 2.8 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.0 0.0% 5 -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 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 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 1.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lansing Street Advisors CIK 0001926571 0.417 166 1.8 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 1.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 1.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 1.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LongView Wealth Management CIK 0001990190 0.308 227 1.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.4 0.0% 1 +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 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 1.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.0 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atwater Malick LLC CIK 0001769288 0.558 124 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 0.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Syverson Strege & Co CIK 0001682057 0.758 186 0.5 0.1% 5 -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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 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 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIAWEALTH, LLC CIK 0001965401 0.191 167 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chatterton & Associates Inc. CIK 0002102688 0.174 101 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 3 +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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.1 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 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 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% 4 -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
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
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
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
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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
CWM, LLC CIK 0001535847 0.788 5645 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
Security Financial Services, INC. CIK 0001913590 0.442 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -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 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
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
Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.0 0.0% 0 +0.0 pp -0.4 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
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
PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.4 pp -0.1 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 INMU). Qtrs Held counts distinct quarters this fund has actually held INMU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its INMU position size. Δ columns are the percentage-point change in INMU'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