Signals

← Signals

☆IQLT

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

Flow ranking

Rank#752
Score / z0.193 / 0.15
Consensus209.04 over 380 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+122% / 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 ▾
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 800.2 0.5% 4 +0.0 pp -0.1 pp -0.4 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 657.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 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 359.4 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 316.2 5.5% 4 +0.2 pp +2.4 pp +2.2 pp +5.5 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 286.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 276.7 4.4% 4 +0.4 pp +0.4 pp -1.3 pp +4.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 241.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 205.4 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 195.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 193.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 174.5 0.0% 4 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 158.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 126.2 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 119.5 0.2% 4 +0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 98.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 86.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 75.3 5.3% 4 +1.6 pp +1.6 pp +1.4 pp +5.3 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 72.6 1.6% 4 +0.0 pp -0.0 pp -0.0 pp +1.6 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 72.6 1.4% 4 +0.0 pp +0.0 pp +0.0 pp +1.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 71.7 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 70.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 65.5 1.1% 5 +0.3 pp +0.2 pp +0.7 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 62.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 61.6 1.2% 4 +0.1 pp +0.1 pp +0.0 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 60.2 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 57.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 57.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 53.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 53.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 52.4 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 51.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 47.5 6.6% 4 -0.1 pp +0.2 pp -0.1 pp +6.6 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 47.0 4.2% 4 +0.0 pp -0.1 pp -0.3 pp +4.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 46.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 44.7 5.8% 4 -0.1 pp -0.3 pp -1.3 pp +5.8 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 43.8 0.9% 4 +0.2 pp +0.2 pp +0.3 pp +0.9 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 42.6 3.3% 4 +0.1 pp +0.1 pp -0.1 pp +3.3 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 41.0 13.1% 4 -0.5 pp -0.0 pp -0.2 pp +13.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 40.2 3.0% 4 -0.3 pp -0.3 pp -1.0 pp +3.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 40.0 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Valence8 US LP CIK 0001943819 0.533 15 39.1 13.7% 4 +1.2 pp -0.2 pp -2.8 pp +13.7 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 38.8 5.6% 4 -0.1 pp -0.1 pp -0.4 pp +5.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 37.8 1.2% 4 +0.1 pp +0.2 pp +0.3 pp +1.2 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 37.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 36.0 1.4% 4 +0.0 pp -0.1 pp -0.0 pp +1.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 35.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 35.5 3.5% 4 +0.1 pp +0.0 pp -0.0 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 35.2 6.8% 4 +0.1 pp +0.4 pp +2.7 pp +6.8 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 33.0 1.9% 4 +0.1 pp +0.0 pp -0.1 pp +1.9 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 32.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 32.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 32.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 31.9 0.4% 4 +0.0 pp -0.1 pp -0.3 pp +0.4 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 31.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 28.0 5.9% 4 +0.4 pp +0.8 pp +1.2 pp +5.9 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 25.7 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 24.7 6.5% 4 -0.5 pp -0.4 pp +0.2 pp +6.5 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 24.5 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 23.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 22.9 10.2% 4 +0.8 pp +1.1 pp +0.9 pp +10.2 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 22.8 10.2% 4 -2.5 pp -2.9 pp -3.5 pp +10.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 22.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 22.2 1.4% 4 -0.1 pp -0.0 pp -0.1 pp +1.4 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 22.0 2.5% 4 +0.1 pp +0.1 pp -0.0 pp +2.5 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 21.6 3.5% 4 -0.0 pp +0.0 pp -0.0 pp +3.5 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 21.2 2.5% 4 +0.3 pp +0.3 pp +0.4 pp +2.5 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 20.7 0.9% 4 +0.6 pp +0.6 pp +0.6 pp +0.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 20.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 20.3 1.4% 4 +0.1 pp +0.4 pp +0.6 pp +1.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 20.2 1.8% 4 +0.1 pp +0.0 pp -0.0 pp +1.8 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 18.5 1.7% 4 +0.7 pp +0.7 pp +0.7 pp +1.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 17.9 4.5% 6 +0.2 pp +0.3 pp +0.1 pp -0.1 pp
☆BITTERROOT CAPITAL ADVISORS LLC CIK 0002110106 0.748 53 17.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 17.0 1.0% 4 +0.5 pp +0.5 pp +0.5 pp +1.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 16.3 0.3% 4 -1.5 pp -1.5 pp -1.5 pp +0.3 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 15.9 3.3% 4 -0.2 pp -0.4 pp -0.7 pp +3.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 15.7 0.5% 4 -0.1 pp -0.1 pp -0.6 pp +0.5 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 15.0 5.5% 4 +0.9 pp +1.0 pp +0.9 pp +5.5 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 14.9 9.1% 4 -0.6 pp -0.7 pp -4.1 pp +9.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 14.6 0.3% 4 +0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 14.5 5.0% 4 -0.2 pp -3.3 pp -3.3 pp +5.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.1 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 14.0 1.5% 5 +0.2 pp +0.3 pp +0.2 pp +1.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.0 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 13.6 1.8% 4 +0.1 pp +0.1 pp +0.2 pp +1.8 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 13.6 5.2% 4 +0.2 pp +0.2 pp +0.3 pp +5.2 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 13.6 1.1% 4 +0.2 pp +0.3 pp +0.3 pp +1.1 pp
☆MidFirst Bank CIK 0002077076 0.526 943 13.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 13.1 0.9% 6 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 12.2 0.7% 4 -0.0 pp +0.2 pp +0.0 pp +0.7 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 12.1 1.8% 4 +0.0 pp -0.0 pp -0.2 pp +1.8 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 11.8 3.7% 4 +1.0 pp +1.0 pp +0.7 pp +3.7 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 11.8 1.9% 4 -0.4 pp -0.3 pp -0.1 pp +1.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 11.6 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 11.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 11.4 3.1% 4 -0.0 pp -0.0 pp -0.0 pp +3.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 11.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 10.7 1.7% 4 -0.3 pp -0.3 pp -0.4 pp +1.7 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 10.7 1.8% 4 -0.0 pp -0.0 pp -7.6 pp +1.8 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 10.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 10.1 1.5% 4 -0.2 pp -0.2 pp -0.5 pp +1.5 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 9.7 4.2% 4 -0.1 pp -0.6 pp -5.5 pp +4.2 pp
☆Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 9.5 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 9.4 1.5% 4 -0.0 pp -0.1 pp -0.1 pp +1.5 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 9.4 2.1% 4 +0.0 pp +0.1 pp -0.0 pp +2.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 9.3 4.2% 4 +0.9 pp +1.6 pp +1.7 pp +4.2 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 9.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 9.3 1.1% 4 +0.3 pp +0.3 pp +0.3 pp +1.1 pp
☆ORSER CAPITAL MANAGEMENT, LLC CIK 0001785717 0.234 65 9.2 6.0% 4 +0.6 pp +1.1 pp +2.3 pp +6.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 8.8 1.8% 4 +0.2 pp +0.6 pp +0.6 pp +1.8 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.8 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 8.6 6.0% 4 -0.2 pp -0.2 pp -0.5 pp +6.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 8.4 1.8% 4 +0.0 pp -0.0 pp -0.1 pp +1.8 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 8.2 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.7 2.6% 4 -0.4 pp -0.3 pp -0.3 pp +2.6 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 7.7 5.2% 4 +0.2 pp +0.3 pp +0.2 pp +5.2 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 7.7 3.7% 4 -0.0 pp +0.1 pp +0.0 pp +3.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 7.3 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 7.3 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 7.3 1.0% 4 +0.2 pp +0.1 pp +0.2 pp +1.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 7.0 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 7.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SVRN Asset Management, LLC CIK 0002094004 0.445 51 6.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 6.7 4.5% 4 +0.5 pp +0.7 pp +1.8 pp +4.5 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 6.7 1.9% 4 -0.3 pp -3.6 pp -3.9 pp +1.9 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 6.7 0.9% 4 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 6.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.4 0.2% 4 +0.0 pp -0.6 pp -0.1 pp +0.2 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 6.3 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 6.3 1.3% 4 +0.6 pp +1.2 pp +1.2 pp +1.3 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 6.3 0.7% 4 +0.0 pp -0.2 pp -0.3 pp +0.7 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 6.3 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆Calydon Capital CIK 0001759271 0.373 277 6.2 1.0% 4 -0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 6.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 6.0 1.8% 4 -0.0 pp -0.0 pp -0.2 pp +1.8 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.0 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 5.9 4.4% 5 -0.1 pp -0.6 pp -0.7 pp -0.4 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 5.9 0.4% 4 -0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 5.9 1.3% 4 +0.0 pp +0.0 pp -0.1 pp +1.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.8 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Legacy Trust CIK 0001772483 0.355 210 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 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
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 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 -1.6 pp -1.1 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.0 0.0% 0 -3.3 pp -3.3 pp -3.3 pp +0.0 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.0 0.0% 0 -0.0 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
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.9 pp -1.4 pp -1.5 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 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
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 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 Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -3.0 pp -5.2 pp -5.9 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆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
☆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
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp -1.3 pp -1.6 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -1.5 pp -1.1 pp -1.2 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corps Capital Advisors, LLC CIK 0002054234 0.149 99 0.0 0.0% 0 -0.5 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
☆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
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -1.9 pp -1.9 pp -1.9 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
☆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
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -17.0 pp -13.3 pp -9.7 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.0 0.0% 0 +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 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 -0.0 pp -0.0 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
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 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
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 (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