Signals

← Signals

☆IMTM

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

Flow ranking

Rank#18583
Score / z0.000 / -0.02
Consensus100.05 over 167 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 1,377.9 1.7% 5 +0.0 pp +0.1 pp -0.0 pp -0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 703.5 1.2% 6 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 97.3 1.5% 5 +0.0 pp +0.1 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 82.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 62.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 50.6 2.6% 5 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 40.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 40.3 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 39.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 39.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 35.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 30.3 1.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 29.2 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 24.6 3.7% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 24.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 24.3 1.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 20.8 7.1% 5 +0.1 pp -0.3 pp -0.4 pp -0.7 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 17.3 1.9% 3 +0.5 pp +0.5 pp +1.9 pp +0.4 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 17.3 2.1% 3 -0.8 pp -0.7 pp +2.1 pp +2.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 17.2 1.8% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 16.6 0.5% 5 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 15.9 3.7% 5 -0.1 pp +0.1 pp +0.1 pp -0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 14.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 14.1 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 13.5 1.4% 5 +0.2 pp +0.3 pp +0.6 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 12.0 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 11.8 4.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 11.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 11.2 5.1% 5 +0.1 pp +0.3 pp +0.5 pp +0.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 9.8 5.7% 1 +5.7 pp +5.7 pp -1.9 pp -1.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 9.2 2.1% 5 -0.4 pp -0.6 pp -0.7 pp -1.3 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
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 8.4 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 7.8 4.5% 2 -1.7 pp +4.5 pp +4.5 pp +2.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 6.9 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 6.6 3.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 6.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 6.3 2.2% 4 +0.1 pp +0.4 pp +0.4 pp +2.2 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 5.9 3.2% 5 +0.1 pp +0.2 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 5.8 0.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 5.8 1.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 5.7 2.3% 5 +0.5 pp +0.6 pp +0.5 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 5.3 0.7% 5 +0.3 pp +0.6 pp +0.7 pp +0.7 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 5.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 4.8 0.6% 4 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 4.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 4.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 4.6 1.1% 5 -0.0 pp -2.3 pp -2.5 pp -2.9 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 4.5 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 4.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 4.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.3 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 3.1 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 2.9 1.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 2.8 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.6 1.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 2.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.6 0.0% 5 +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 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.5 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 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 2.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.2 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.0 0.6% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 1.8 0.2% 1 +0.2 pp -1.8 pp -1.8 pp -1.8 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 1.8 1.6% 5 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.7 0.4% 4 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.4 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 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆EFG International AG CIK 0002109868 0.615 1088 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 1.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.1 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.7 0.3% 2 -0.0 pp +0.3 pp -0.1 pp -0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 0.7 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.7 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.6 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.6 0.6% 3 +0.4 pp +0.2 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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 0.4 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.4 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.4 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 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.6 pp -0.7 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
☆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
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 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
☆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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 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
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 (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