Signals

← Signals

☆IQLT

540 in-universe funds with a nonzero position in IQLT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23624
Score / z-0.237 / -0.32
Consensus205.24 over 372 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-70% / 1.0d

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 ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,463.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,364.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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 1,079.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 814.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 402.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 394.8 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 302.9 0.0% 1 +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 221.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 217.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 199.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 185.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 158.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 152.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 143.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 133.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 113.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 96.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 94.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 77.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 73.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 65.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 65.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 64.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 60.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 59.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 55.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 54.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 50.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 50.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 49.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 45.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 45.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 44.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 43.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 43.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 43.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 42.1 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 39.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Valence8 US LP CIK 0001943819 0.533 15 39.1 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 39.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 38.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 36.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 36.5 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 36.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 34.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 33.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 33.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 30.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 29.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 28.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 28.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 28.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 25.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 25.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 23.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 22.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 22.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 21.3 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 21.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 20.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 19.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 19.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 19.4 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 19.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 19.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 18.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 18.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 18.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 18.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 17.3 4.4% 3 -0.1 pp +0.4 pp +4.4 pp +4.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 17.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 16.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 16.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 15.6 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 15.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 15.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 14.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 13.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 12.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 11.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 11.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 11.1 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 11.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 10.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 10.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 10.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 10.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 10.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 10.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 10.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 10.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 10.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 9.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 9.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Calydon Capital CIK 0001759271 0.373 277 9.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 9.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 9.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 9.0 1.3% 2 +1.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 8.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 8.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 8.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 8.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 8.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 8.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 8.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 7.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 7.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 7.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 7.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Balentine LLC CIK 0001586678 0.932 243 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 6.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 6.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 6.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 6.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Graypoint LLC CIK 0001794198 0.550 526 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 6.0 5.0% 2 +0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 5.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 5.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 5.7 2.3% 2 +0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 5.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 5.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 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
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -1.6 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
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 IQLT). Qtrs Held counts distinct quarters this fund has actually held IQLT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IQLT position size. Δ columns are the percentage-point change in IQLT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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