Signals

← Signals

☆ISTB

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

Flow ranking

Rank#241
Score / z1.017 / 0.90
Consensus159.79 over 278 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-40% / 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 277.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 262.4 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 124.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 111.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 85.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 66.9 3.7% 4 +0.1 pp +0.1 pp -0.2 pp +3.7 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 65.7 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 64.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 58.5 5.0% 4 -0.0 pp -0.3 pp -0.3 pp +5.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 54.7 3.7% 4 +0.1 pp +0.2 pp +0.1 pp +3.7 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 53.0 4.6% 4 -2.3 pp -2.2 pp -3.1 pp +4.6 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 49.3 12.5% 4 +0.2 pp +0.6 pp +0.5 pp +12.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 46.1 0.7% 4 -0.1 pp -0.1 pp +0.2 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.6 0.0% 4 -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 45.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 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 44.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 42.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 40.5 3.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 35.9 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 35.4 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 33.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 31.7 15.8% 4 -0.3 pp -0.7 pp -0.7 pp +15.8 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 30.7 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 28.2 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 27.6 7.8% 4 -0.3 pp -0.3 pp -0.1 pp +7.8 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 27.1 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 27.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 26.7 3.9% 5 +0.3 pp +0.5 pp +0.2 pp -0.1 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 26.2 1.0% 4 -0.0 pp +0.1 pp +0.2 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 23.2 3.1% 4 +0.2 pp +0.4 pp +0.4 pp +3.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 21.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 21.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 20.2 4.6% 4 -0.6 pp -0.7 pp -0.6 pp +4.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 20.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 16.0 7.0% 4 -0.5 pp -1.1 pp +1.3 pp +7.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 16.0 5.6% 4 -0.1 pp +0.1 pp +0.1 pp +5.6 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 15.8 5.2% 4 +0.3 pp +0.5 pp +0.4 pp +5.2 pp
☆Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 15.3 13.2% 4 +1.2 pp +1.7 pp +2.2 pp +13.2 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 14.9 1.2% 4 -0.9 pp -0.6 pp -0.6 pp +1.2 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 14.5 4.8% 4 +0.3 pp +0.4 pp +1.2 pp +4.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 13.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.523 47 13.5 5.7% 2 +0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 13.3 2.5% 4 +0.4 pp +0.4 pp +0.5 pp +2.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 12.3 9.2% 4 +0.8 pp +1.4 pp +1.3 pp +9.2 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 11.9 1.7% 4 -0.2 pp -0.3 pp -0.3 pp +1.7 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 11.9 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 11.9 5.1% 4 +0.4 pp +0.5 pp +0.4 pp +5.1 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 10.9 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 10.7 2.0% 4 -0.0 pp -0.2 pp -0.1 pp +2.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 10.4 4.5% 2 +1.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 9.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 9.2 3.1% 4 +0.0 pp -0.0 pp -0.1 pp +3.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 7.8 2.4% 5 -0.2 pp +0.7 pp -0.2 pp -0.4 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 7.8 1.9% 4 -0.0 pp -0.0 pp -0.4 pp +1.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 7.6 2.3% 4 +0.2 pp +0.0 pp -2.9 pp +2.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 7.1 0.7% 4 +0.0 pp +0.0 pp -0.1 pp +0.7 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 7.1 5.5% 3 +0.1 pp +0.1 pp +5.5 pp +5.5 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 6.9 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 6.9 3.3% 4 +0.0 pp -0.0 pp -0.3 pp +3.3 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 6.8 3.5% 4 +0.1 pp +0.1 pp +0.2 pp +3.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 6.5 4.4% 4 +0.0 pp +0.1 pp -0.3 pp +4.4 pp
☆Townsend Financial Planning, LLC CIK 0002110688 0.751 30 6.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 6.5 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 6.3 2.2% 4 +0.0 pp +0.0 pp -0.0 pp +2.2 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 6.1 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 6.0 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 5.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 5.6 1.1% 4 -0.3 pp -0.3 pp -0.5 pp +1.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 5.5 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 4.9 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 4.9 2.3% 4 -0.0 pp -0.0 pp -0.2 pp +2.3 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 4.6 2.7% 4 +0.5 pp +0.8 pp +0.8 pp +2.7 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 4.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 4.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 4.6 1.8% 4 -0.2 pp -0.3 pp -0.4 pp +1.8 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 4.5 2.9% 6 +0.0 pp -0.4 pp -0.9 pp -0.8 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 4.2 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 4.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 4.0 1.0% 4 +0.1 pp +0.3 pp +0.3 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 3.7 2.2% 4 -0.0 pp -0.1 pp -0.1 pp +2.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 3.6 3.7% 2 +0.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.6 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 3.6 2.2% 5 +0.3 pp +0.3 pp +0.2 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 3.5 0.5% 4 -0.1 pp -0.3 pp -0.5 pp +0.5 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 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 3.4 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Shepherd Street Advisors LLC CIK 0002110060 0.223 86 3.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.4 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 3.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 3.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 3.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.9 1.0% 4 -0.1 pp +0.0 pp -0.0 pp +1.0 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 2.9 1.3% 4 +0.0 pp +0.3 pp +0.2 pp +1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 2.8 0.4% 4 +0.0 pp +0.0 pp -1.5 pp +0.4 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 2.7 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 2.6 0.7% 4 +0.0 pp +0.0 pp -0.6 pp +0.7 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 2.5 0.9% 4 +0.1 pp +0.2 pp +0.1 pp +0.9 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 2.5 0.0% 1 +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% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 2.4 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 2.3 0.6% 4 -0.1 pp -0.3 pp -3.8 pp +0.6 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 2.3 0.9% 4 -0.1 pp -0.2 pp +0.6 pp +0.9 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.175 101 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 2.2 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 2.0 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 1.9 0.9% 4 +0.2 pp +0.3 pp +0.3 pp +0.9 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 1.9 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 1.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.8 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 1.6 0.4% 4 +0.0 pp -0.1 pp -0.3 pp +0.4 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 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
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 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 (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