Signals

← Signals

☆IMTM

184 in-universe funds with a nonzero position in IMTM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1505
Score / z0.009 / -0.01
Consensus78.62 over 141 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 942.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 860.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 828.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 72.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 67.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 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 45.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 28.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 27.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 26.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 20.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 18.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 18.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 17.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.8 0.0% 1 +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 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 16.3 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 13.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 13.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 12.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 12.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 11.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 11.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 11.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 10.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 9.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 9.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 8.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 7.9 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 7.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 5.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 5.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 5.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 4.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 2.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.1 0.0% 1 +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 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 1.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona PSPRS Trust CIK 0001565332 0.939 14 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COWA, LLC CIK 0001844480 0.512 181 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADE, LLC CIK 0001845950 0.661 93 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -2.1 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 IMTM). Qtrs Held counts distinct quarters this fund has actually held IMTM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IMTM position size. Δ columns are the percentage-point change in IMTM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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