Signals

← Signals

☆ISTB

405 in-universe funds with a nonzero position in ISTB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#323
Score / z0.615 / 0.92
Consensus143.38 over 254 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-50% / 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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 318.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 256.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 115.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 103.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 84.2 6.8% 2 -0.9 pp +6.8 pp +6.8 pp +6.8 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 65.7 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 61.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 57.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 56.2 5.3% 2 -0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 48.7 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 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 45.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 44.2 11.9% 2 -0.1 pp +11.9 pp +11.9 pp +11.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.2 0.0% 2 -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 42.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 40.2 0.0% 2 -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 38.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 36.5 3.2% 3 -0.1 pp -0.3 pp +3.2 pp +3.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 34.6 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 31.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 28.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 27.5 16.5% 2 -0.0 pp +16.5 pp +16.5 pp +16.5 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 26.9 8.1% 2 +0.2 pp +8.1 pp +8.1 pp +8.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 26.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 26.0 3.4% 3 -0.3 pp -0.5 pp +3.4 pp +3.4 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 25.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 25.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 22.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 22.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 22.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 20.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 19.1 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 18.9 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 16.9 8.1% 2 +2.4 pp +8.1 pp +8.1 pp +8.1 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 16.8 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 14.9 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 14.4 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 14.0 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 13.9 11.5% 2 +0.6 pp +11.5 pp +11.5 pp +11.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 13.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 12.8 4.4% 2 +0.8 pp +4.4 pp +4.4 pp +4.4 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 11.6 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 10.3 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 9.8 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 9.7 7.8% 2 -0.1 pp +7.8 pp +7.8 pp +7.8 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 9.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 8.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 8.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.6 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 8.4 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 8.3 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 7.4 2.3% 2 -2.9 pp +2.3 pp +2.3 pp +2.3 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 7.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 6.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 6.7 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 6.6 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 6.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 6.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 6.4 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 6.4 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 6.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 5.9 4.3% 2 -0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 5.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 5.5 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.2 0.0% 2 -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 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 5.1 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 5.1 1.6% 3 -0.9 pp -1.1 pp +1.6 pp +1.6 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 4.9 3.3% 4 -0.5 pp -0.4 pp -0.2 pp +3.3 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 4.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 4.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 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 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 4.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 4.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 3.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 3.8 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 3.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 3.3 1.0% 2 -3.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 3.2 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 2.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 2.8 1.8% 2 -1.7 pp +1.8 pp +1.8 pp +1.8 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 2.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 2.7 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 2.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 2.6 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 2.5 0.6% 2 -0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 2.3 0.3% 2 -1.6 pp +0.3 pp +0.3 pp +0.3 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 2.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 2.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 1.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 1.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 1.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 1.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 1.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 1.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 2 -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% 2 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -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
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -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
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 2 +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% 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 -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% 2 -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
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 -0.5 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
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 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
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -0.9 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
☆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
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 -1.0 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
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 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 ISTB). Qtrs Held counts distinct quarters this fund has actually held ISTB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ISTB position size. Δ columns are the percentage-point change in ISTB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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