Signals

← Signals

☆ISTB

503 in-universe funds with a nonzero position in ISTB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#392
Score / z0.553 / 0.65
Consensus147.97 over 261 funds
Momentum-0.27 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest+455% / 1.4d ⚡

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 374.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 267.8 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 126.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 124.7 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 116.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 99.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 68.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 66.1 3.2% 5 -0.5 pp -0.4 pp -0.4 pp -0.7 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 59.6 5.1% 5 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 58.6 3.5% 5 -0.2 pp -0.1 pp +0.0 pp -0.1 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 57.8 8.1% 5 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 55.2 12.1% 2 -3.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 54.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 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 54.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 53.0 12.1% 5 -0.4 pp -0.2 pp +0.2 pp +0.1 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 52.9 4.5% 5 -0.1 pp -2.4 pp -2.3 pp -3.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 52.2 0.7% 5 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 47.5 0.0% 5 -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 45.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 42.2 2.9% 6 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 41.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 41.1 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 34.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 33.1 15.6% 5 -0.2 pp -0.5 pp -0.9 pp -0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 32.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 31.1 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 29.5 0.6% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 28.7 7.6% 5 -0.2 pp -0.5 pp -0.5 pp -0.3 pp
☆CIM, LLC CIK 0001364725 0.348 169 26.7 3.5% 6 -0.4 pp -0.1 pp +0.1 pp -0.2 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 26.7 1.0% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 24.4 1.6% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 24.1 2.8% 5 -0.3 pp -0.1 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 21.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 21.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 21.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 20.0 4.3% 5 -0.2 pp -0.8 pp -1.0 pp -0.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 19.7 3.0% 5 +0.5 pp +0.9 pp +0.9 pp +1.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 17.3 5.3% 5 -0.2 pp -0.3 pp -0.1 pp -0.2 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 16.6 5.0% 5 -0.2 pp +0.1 pp +0.3 pp +0.2 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 15.9 6.6% 5 -0.4 pp -0.9 pp -1.5 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 15.8 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 15.8 13.0% 5 -0.1 pp +1.1 pp +1.6 pp +2.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 15.4 5.6% 5 +0.5 pp +1.0 pp +1.1 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 13.1 8.8% 5 -0.4 pp +0.4 pp +1.0 pp +0.9 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 12.7 1.0% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 12.6 3.8% 5 -1.0 pp -0.7 pp -0.6 pp +0.2 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 12.0 10.8% 2 -0.3 pp +10.8 pp +10.8 pp +10.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 10.9 1.8% 5 -0.2 pp -0.3 pp -0.4 pp -0.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 10.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 10.5 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 9.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 9.2 2.2% 5 +0.4 pp +0.3 pp +0.3 pp -0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 9.0 2.8% 5 -0.4 pp -0.3 pp -0.4 pp -0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 8.0 0.3% 5 -0.7 pp -0.7 pp -0.6 pp -0.6 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 7.7 2.5% 1 +2.5 pp -0.2 pp -0.5 pp -0.4 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 7.4 1.9% 5 -0.4 pp -0.2 pp -0.3 pp -3.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 7.3 1.9% 6 -0.4 pp -0.7 pp +0.3 pp -0.6 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 7.2 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 7.1 0.5% 5 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 7.0 3.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 7.0 3.2% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COREPATH WEALTH PARTNERS LLC CIK 0001845838 0.722 46 6.8 4.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.5 pp
☆Townsend Financial Planning, LLC CIK 0002110688 0.751 30 6.8 5.9% 2 -0.4 pp +5.9 pp +5.9 pp +5.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 6.3 4.4% 4 -1.1 pp -1.0 pp -0.9 pp +4.4 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 6.3 1.8% 5 -0.5 pp -0.4 pp -0.4 pp -0.5 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 6.0 0.4% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 6.0 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 6.0 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 5.8 0.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 5.6 2.7% 7 -0.1 pp -0.1 pp -0.6 pp -1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 5.2 1.5% 5 +0.2 pp +0.2 pp +0.5 pp +0.4 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 5.2 1.0% 5 -0.2 pp -0.4 pp -0.5 pp -0.6 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 5.1 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 5.0 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 5.0 2.6% 5 -0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 4.9 2.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.5 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 4.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.5 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 4.4 1.6% 5 -0.2 pp -0.4 pp -0.5 pp -0.7 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 4.4 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 4.3 2.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 4.2 0.3% 5 -0.9 pp -1.8 pp -1.5 pp -1.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.1 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 4.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 4.1 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 4.0 0.9% 5 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 4.0 1.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.7 0.4% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 3.6 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.6 0.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 3.5 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 3.5 0.5% 5 -0.0 pp -0.1 pp -0.4 pp -0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Shepherd Street Advisors LLC CIK 0002110060 0.223 86 3.1 2.8% 2 -0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 2.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 2.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -1.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 2.9 0.9% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 2.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.6 pp
☆Sunesis Advisors, LLC CIK 0001748269 0.757 61 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 2.6 0.8% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 2.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 2.4 1.6% 6 -0.6 pp -0.3 pp -0.3 pp -0.4 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 2.4 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 2.4 0.6% 5 -0.0 pp -0.1 pp -0.4 pp -3.9 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.175 101 2.2 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 2.1 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 2.1 0.9% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 2.0 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 1.9 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 1.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 1.5 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆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
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 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
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Town & Country Bank & Trust CO dba First Bankers Trust CO CIK 0001327944 0.214 153 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 0.0 0.0% 0 -2.4 pp -2.2 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 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
☆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
☆Curat Global, LLC CIK 0002063003 0.123 251 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.4 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -2.8 pp -2.4 pp -2.5 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -0.0 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
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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 +0.0 pp -0.5 pp -0.3 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 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
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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