Signals

← Signals

☆IQLT

652 in-universe funds with a nonzero position in IQLT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#258
Score / z0.790 / 1.11
Consensus211.70 over 396 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆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 1,197.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 829.0 0.5% 3 -0.1 pp -0.4 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 748.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 579.5 17.0% 3 +3.7 pp +7.3 pp +17.0 pp +17.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 551.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 292.9 5.3% 3 +2.2 pp +2.0 pp +5.3 pp +5.3 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 263.0 4.0% 3 -0.0 pp -1.8 pp +4.0 pp +4.0 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 262.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 220.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 209.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 202.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 190.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 177.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 120.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 103.8 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 101.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 78.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 77.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 74.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 69.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 68.3 3.6% 3 -0.1 pp -0.3 pp +3.6 pp +3.6 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 65.1 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 65.1 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 58.8 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 58.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 58.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 54.5 0.0% 3 +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 51.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 50.8 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 48.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 47.3 6.7% 3 +0.3 pp -0.0 pp +6.7 pp +6.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 46.7 0.9% 4 -0.0 pp +0.4 pp +0.4 pp +0.9 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 46.0 5.9% 3 -0.2 pp -1.2 pp +5.9 pp +5.9 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 45.9 4.2% 3 -0.1 pp -0.3 pp +4.2 pp +4.2 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 42.8 12.7% 3 -0.4 pp -1.0 pp +12.7 pp +12.7 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 42.7 3.3% 3 -0.0 pp -0.1 pp +3.3 pp +3.3 pp
☆Valence8 US LP CIK 0001943819 0.533 15 41.9 12.4% 3 -1.5 pp -4.0 pp +12.4 pp +12.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 41.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 41.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 39.3 13.6% 3 +0.5 pp +0.3 pp +13.6 pp +13.6 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 38.7 3.4% 3 +0.0 pp -0.7 pp +3.4 pp +3.4 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 38.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 38.1 5.7% 3 -0.0 pp -0.3 pp +5.7 pp +5.7 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 37.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 36.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 34.9 1.3% 3 -0.2 pp -0.1 pp +1.3 pp +1.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 34.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 34.0 3.3% 3 -0.1 pp -0.2 pp +3.3 pp +3.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 33.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 33.7 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 33.2 6.7% 3 +0.3 pp +2.7 pp +6.7 pp +6.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 31.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 31.3 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 31.0 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 30.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 27.7 5.5% 3 +0.5 pp +0.8 pp +5.5 pp +5.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 27.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 26.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 26.3 7.0% 3 +0.1 pp +0.7 pp +7.0 pp +7.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 23.7 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 23.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 22.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 21.7 9.3% 3 +0.2 pp +0.0 pp +9.3 pp +9.3 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 21.3 3.6% 3 +0.1 pp +0.0 pp +3.6 pp +3.6 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 21.2 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 20.3 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 19.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 19.6 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 19.1 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 17.8 4.3% 5 +0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 17.6 0.6% 3 -0.1 pp -0.5 pp +0.6 pp +0.6 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 17.5 1.3% 3 +0.3 pp +0.4 pp +1.3 pp +1.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.9 0.0% 3 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 15.3 3.6% 3 -0.2 pp -0.5 pp +3.6 pp +3.6 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 15.0 2.8% 3 +0.1 pp -0.2 pp +2.8 pp +2.8 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 14.9 5.2% 3 -3.1 pp -3.1 pp +5.2 pp +5.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.5 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 14.3 9.7% 3 -0.1 pp -3.5 pp +9.7 pp +9.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 13.3 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 13.2 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 12.7 4.7% 3 +0.1 pp +0.1 pp +4.7 pp +4.7 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 12.7 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 12.6 5.1% 3 +0.0 pp +0.2 pp +5.1 pp +5.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 12.6 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 12.3 0.8% 3 +0.3 pp +0.0 pp +0.8 pp +0.8 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 12.0 1.3% 4 +0.1 pp +0.0 pp +1.0 pp +1.3 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 11.9 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 11.7 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 11.6 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 11.6 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 11.3 3.3% 3 +0.0 pp -0.0 pp +3.3 pp +3.3 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 11.1 3.1% 3 +0.0 pp +0.0 pp +3.1 pp +3.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 11.0 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 10.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 10.1 1.8% 3 -0.0 pp -7.6 pp +1.8 pp +1.8 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 9.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 9.7 1.6% 3 -0.0 pp -0.3 pp +1.6 pp +1.6 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 9.6 5.4% 3 +0.5 pp +1.8 pp +5.4 pp +5.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.6 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 9.5 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 9.5 4.2% 3 -0.5 pp -5.5 pp +4.2 pp +4.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 9.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 9.1 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 9.0 3.0% 3 +0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 8.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 8.6 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 8.5 6.2% 3 -0.0 pp -0.3 pp +6.2 pp +6.2 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 8.4 2.3% 3 +0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.3 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 8.1 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 8.1 1.6% 3 +0.5 pp +0.4 pp +1.6 pp +1.6 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 7.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 7.7 1.9% 3 -0.1 pp -0.3 pp +1.9 pp +1.9 pp
☆Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 7.6 3.3% 3 +0.7 pp +0.8 pp +3.3 pp +3.3 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 7.6 2.2% 3 -3.3 pp -3.6 pp +2.2 pp +2.2 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 7.3 5.0% 3 +0.1 pp +0.0 pp +5.0 pp +5.0 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 7.1 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 7.1 3.7% 3 +0.1 pp +0.1 pp +3.7 pp +3.7 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 7.0 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 6.6 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.5 0.2% 3 -0.6 pp -0.1 pp +0.2 pp +0.2 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 6.4 0.9% 3 -0.3 pp -0.2 pp +0.9 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 6.3 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 6.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆BFSG, LLC CIK 0001706836 0.376 765 6.2 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Calydon Capital CIK 0001759271 0.373 277 6.1 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 6.1 4.5% 4 -0.5 pp -0.6 pp -0.3 pp +4.5 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 5.9 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 5.9 4.0% 3 +0.2 pp +1.3 pp +4.0 pp +4.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 5.7 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 5.7 1.8% 3 +0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 5.7 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
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☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 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
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 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
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.1 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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