Signals

← Signals

☆INTF

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

Flow ranking

Rank#22465
Score / z-0.043 / -0.06
Consensus83.46 over 132 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 ▾
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 339.0 16.1% 4 -0.1 pp +0.7 pp +0.4 pp +16.1 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 244.8 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 130.1 6.3% 5 +0.3 pp +0.6 pp +0.6 pp +0.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 123.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 120.2 17.5% 4 +0.6 pp +1.0 pp +0.9 pp +17.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 96.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 75.4 2.3% 4 +0.1 pp +0.0 pp +0.0 pp +2.3 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 73.8 6.0% 4 +0.2 pp +0.3 pp +0.2 pp +6.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 33.6 0.6% 4 -0.6 pp -0.6 pp -1.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 33.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 32.7 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 30.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 26.7 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.7 0.2% 4 +0.2 pp -0.0 pp -0.3 pp +0.2 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 24.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 22.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 21.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 21.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 20.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 19.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 18.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 17.9 4.0% 4 +0.1 pp +0.4 pp +0.3 pp +4.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 14.4 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 14.2 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 13.9 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 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 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 13.3 2.0% 4 +0.1 pp +0.2 pp +0.1 pp +2.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 13.1 1.0% 6 +0.0 pp +0.8 pp +0.8 pp +0.6 pp
☆DDFG, Inc CIK 0001967640 0.535 91 12.6 2.7% 4 +0.4 pp +0.4 pp +0.8 pp +2.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsido Oy CIK 0002067281 0.833 20 11.7 7.1% 5 +0.2 pp +0.4 pp +0.3 pp +0.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 10.5 1.1% 4 +0.1 pp -0.2 pp -1.8 pp +1.1 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 10.4 2.6% 4 +0.1 pp +0.0 pp +0.1 pp +2.6 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 9.1 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 7.9 0.6% 4 +0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 7.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 5.9 1.7% 4 +0.5 pp +0.7 pp +0.5 pp +1.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 5.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 5.4 1.9% 4 +0.9 pp +1.5 pp +1.6 pp +1.9 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 5.3 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 5.2 2.5% 4 +0.2 pp +0.2 pp +0.1 pp +2.5 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 4.3 2.3% 4 +0.0 pp -0.4 pp -0.4 pp +2.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 3.8 2.7% 2 +1.0 pp +2.7 pp +2.7 pp +2.7 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 3.5 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 3.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.5 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 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 2.4 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.0 0.4% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.6 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 1.5 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 1.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.7 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.5 0.0% 3 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.5 0.0% 4 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LCW Services, LLC CIK 0002110690 0.770 40 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 0.4 0.0% 4 +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% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.4 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dala Group, LLC CIK 2129058 0.300 68 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 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% 4 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.2 0.0% 1 +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% 4 -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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 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 0.2 0.0% 4 -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% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -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 0.0 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 4 -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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 4 +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% 1 +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% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 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% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 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% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp -0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 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
☆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
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp -9.2 pp -7.2 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.6 pp -0.7 pp -0.8 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
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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 (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