Signals

INTF

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

Flow ranking

Rank#284
Score / z0.704 / 1.05
Consensus77.95 over 121 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 619.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 308.8 15.5% 2 -0.3 pp +15.5 pp +15.5 pp +15.5 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 117.2 5.7% 3 -0.0 pp +0.1 pp +5.7 pp +5.7 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 113.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 107.2 16.6% 2 -0.1 pp +16.6 pp +16.6 pp +16.6 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 70.4 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 66.3 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 50.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 45.2 1.2% 2 -1.0 pp +1.2 pp +1.2 pp +1.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 31.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Financial Group, Inc. CIK 0001991301 0.607 73 29.0 9.2% 2 +2.0 pp +9.2 pp +9.2 pp +9.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 28.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.8 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 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 26.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 25.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 23.8 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weil Company, Inc. CIK 0001318011 0.359 133 15.2 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 14.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 13.6 1.3% 2 -1.6 pp +1.3 pp +1.3 pp +1.3 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 12.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 12.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 10.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 10.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obsido Oy CIK 0002067281 0.833 20 10.1 6.7% 3 -0.0 pp -0.1 pp +6.7 pp +6.7 pp
DDFG, Inc CIK 0001967640 0.535 91 10.0 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 9.6 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 8.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.8 0.0% 2 -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 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 5.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 4.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 4.7 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHS Financial, LLC CIK 0001766514 0.159 165 4.4 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 3.9 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 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
Atria Investments, Inc CIK 0001535865 0.500 2111 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 2.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.3 0.2% 4 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.8 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 1.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 1.2 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Management, LLC CIK 0002052868 0.202 110 1.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 1.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NFSG Corp CIK 0001879757 0.275 1245 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.7 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 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seascape Capital Management CIK 0001418342 0.319 96 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORAN Wealth, LLC CIK 0002072569 0.370 217 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.4 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.2 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 0.2 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
10Elms LLP CIK 0002056650 0.266 526 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +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
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 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
Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
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
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 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
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.6 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
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 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 INTF). Qtrs Held counts distinct quarters this fund has actually held INTF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its INTF position size. Δ columns are the percentage-point change in INTF'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