Signals

← Signals

☆INTU

2682 in-universe funds with a nonzero position in INTU within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#280
Score / z0.868 / 0.77
Consensus572.88 over 1145 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-5% / 2.5d

Forensics

Clean as of 2026Q4
Accrual ratio—
F-score—
M-score—
Net issuance—
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-25 8-K 2.02, 8.01, 9.01
2026-06-11 8-K 8.01, 9.01
2026-05-20 8-K 2.02, 2.05, 7.01, 8.01, 9.01
2026-04-28 8-K 5.02
2026-03-16 8-K 7.01
2026-02-26 8-K 2.02, 8.01, 9.01
2026-01-30 8-K 1.01, 2.03, 9.01
2026-01-27 8-K 5.02, 5.07, 9.01
2026-01-12 8-K 1.01, 2.03, 9.01
2025-11-20 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-06-10 424B5 INTUIT INC.
2026-06-08 424B5 INTUIT INC.
2023-09-14 424B5 INTUIT INC.
2023-09-12 424B5 INTUIT INC.

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 11,015.1 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 5,604.6 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,932.8 0.2% 4 -0.1 pp -0.1 pp -0.2 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 2,459.7 0.1% 6 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,960.8 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1,684.8 0.9% 4 +0.2 pp +0.3 pp +0.2 pp +0.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,442.1 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,348.4 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 1,322.4 1.0% 4 -0.5 pp -0.7 pp -1.1 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,304.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,193.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,141.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 1,003.6 3.4% 4 +2.3 pp +2.2 pp +2.0 pp +3.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 992.8 0.3% 4 -0.2 pp -0.1 pp -0.2 pp +0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 974.2 0.2% 4 -0.2 pp -0.3 pp -0.7 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 897.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 893.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 885.8 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 879.9 0.3% 4 -0.2 pp -0.3 pp -0.6 pp +0.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 848.0 0.4% 4 -0.2 pp -0.1 pp -0.2 pp +0.4 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 813.2 1.9% 4 -0.1 pp -0.3 pp -0.8 pp +1.9 pp
☆FIL Ltd CIK 0000318989 0.878 1140 800.9 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆Unisphere Establishment CIK 0002012090 0.867 56 782.6 6.6% 4 -1.8 pp -2.5 pp -2.9 pp +6.6 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 764.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 694.5 0.2% 6 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 693.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 675.9 0.2% 4 -0.0 pp -0.2 pp -0.3 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 585.8 0.2% 4 -0.3 pp -0.2 pp +0.0 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 556.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 544.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 538.9 0.2% 6 -0.2 pp -0.1 pp -0.3 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 529.1 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 519.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 499.1 3.2% 4 -1.1 pp -1.3 pp -2.4 pp +3.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 486.4 0.8% 4 -1.5 pp -1.7 pp -2.4 pp +0.8 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 463.2 0.4% 4 -0.2 pp -0.2 pp -0.5 pp +0.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 458.6 0.1% 4 -0.2 pp -0.1 pp -0.2 pp +0.1 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 457.3 1.2% 4 -0.5 pp -0.3 pp -0.5 pp +1.2 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 379.3 0.1% 4 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 376.4 0.3% 4 -0.3 pp -0.3 pp -0.4 pp +0.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 373.0 1.3% 4 -0.1 pp -0.3 pp -0.1 pp +1.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 357.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 356.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 355.8 3.6% 4 -1.1 pp -1.9 pp -2.9 pp +3.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 354.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 353.1 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 347.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 343.0 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 325.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lindsell Train Ltd CIK 0001484150 0.949 28 317.2 10.1% 4 -0.1 pp -0.1 pp -2.2 pp +10.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 299.4 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 290.2 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 286.2 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 281.7 1.1% 4 -0.9 pp -1.1 pp -1.5 pp +1.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 280.9 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆National Pension Service CIK 0001608046 0.956 552 278.8 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 274.9 2.6% 4 -1.8 pp -2.4 pp -3.1 pp +2.6 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 264.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 264.2 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Swedbank AB CIK 0000946431 0.941 696 262.5 0.3% 3 -0.3 pp -0.3 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 262.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 246.2 0.2% 4 -0.1 pp -0.3 pp -0.4 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 241.8 0.2% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 233.6 0.3% 4 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 230.8 0.8% 4 -0.1 pp -0.1 pp -0.3 pp +0.8 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 230.5 0.1% 4 +0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 228.3 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 221.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 218.1 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 216.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆FERNBRIDGE CAPITAL MANAGEMENT LP CIK 0001827734 0.771 16 215.8 13.8% 4 +10.8 pp +11.2 pp +8.9 pp +13.8 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 212.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 206.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 205.4 4.5% 4 -0.7 pp -1.0 pp -1.6 pp +4.5 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 204.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 202.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 195.2 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 192.0 0.2% 4 -0.3 pp -0.2 pp -0.3 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 182.9 0.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 180.5 0.3% 4 -0.3 pp -0.3 pp -0.4 pp +0.3 pp
☆M&G Plc CIK 0001802539 0.820 370 179.7 0.9% 4 +0.6 pp +0.6 pp +0.6 pp +0.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 171.5 0.2% 4 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 170.5 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆MILFORD FUNDS LTD CIK 0001775715 0.574 91 164.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 157.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 156.7 2.0% 4 -0.4 pp -0.3 pp -0.3 pp +2.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 155.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Findlay Park Partners LLP CIK 0001351950 0.605 49 154.1 2.1% 4 -1.0 pp -1.1 pp -1.6 pp +2.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 152.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 149.1 0.7% 4 +0.6 pp +0.7 pp +0.6 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 148.1 0.1% 4 -0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 144.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 143.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 142.9 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 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 138.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DSM CAPITAL PARTNERS LLC CIK 0001214639 0.842 70 133.8 2.4% 4 -1.8 pp -2.2 pp -2.9 pp +2.4 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 133.7 0.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 131.3 0.4% 4 +0.2 pp +0.4 pp +0.3 pp +0.4 pp
☆Local Pensions Partnership Investment Ltd CIK 0001698810 0.885 32 129.4 2.8% 5 -0.7 pp -0.7 pp -1.6 pp -1.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 129.1 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 123.9 0.1% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 122.2 1.5% 4 -1.1 pp -1.1 pp -1.5 pp +1.5 pp
☆Navera Investment Management Ltd. CIK 0001842702 0.766 56 121.6 3.1% 4 -4.0 pp -3.1 pp -2.9 pp +3.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 120.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 110.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 109.4 0.3% 2 +0.3 pp +0.3 pp -0.3 pp +0.3 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 109.4 1.6% 4 +0.0 pp -0.8 pp -0.8 pp +1.6 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 108.2 0.5% 4 -0.3 pp -0.4 pp -0.6 pp +0.5 pp
☆AVIVA PLC CIK 0001140022 0.925 854 105.7 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 104.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 104.6 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 104.5 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 103.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 102.6 0.2% 6 -0.1 pp +0.0 pp -0.2 pp -0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 100.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 99.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆GCQ FUNDS MANAGEMENT PTY Ltd CIK 0002031554 0.832 14 99.2 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 97.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 96.9 0.2% 5 +0.0 pp +0.1 pp -0.2 pp -0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 96.4 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 95.7 0.1% 4 -0.1 pp -0.1 pp -0.3 pp +0.1 pp
☆Quilter Plc CIK 0001770632 0.827 131 95.3 1.7% 4 -0.3 pp -0.4 pp -0.8 pp +1.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 95.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 93.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 93.6 0.3% 4 -0.2 pp -0.2 pp -0.4 pp +0.3 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 92.7 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Bowie Capital Management, LLC CIK 0001691982 0.715 30 90.5 4.3% 4 -0.6 pp -1.4 pp -0.5 pp +4.3 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 89.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 88.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 87.9 0.2% 4 +0.2 pp +0.2 pp -0.6 pp +0.2 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 87.5 0.8% 4 -0.1 pp +0.1 pp -0.3 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 84.8 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 82.5 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 81.8 0.8% 6 +0.8 pp +0.4 pp -2.1 pp -1.2 pp
☆Valley Forge Capital Management, LP CIK 0001697868 0.968 7 81.8 2.4% 4 -0.9 pp -1.9 pp -2.2 pp +2.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 81.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆BDF-GESTION CIK 0001632812 0.000 143 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 0.0 0.0% 0 +0.0 pp -1.9 pp -2.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barbara Oil Co. CIK 0001599670 0.337 73 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 -0.1 pp -0.1 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 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Geneva Partners, LLC CIK 0001712671 0.052 75 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.3 pp +0.0 pp -0.4 pp +0.0 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SHUTTLEWORTH & Co CIK 0002096913 0.174 51 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.453 126 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp +0.0 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp -4.2 pp +0.0 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.7 pp -0.4 pp -0.6 pp +0.0 pp
☆KG Capital Management CIK 0001771687 0.158 142 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Interval Partners, LP CIK 0001590228 0.034 216 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealth Group, Ltd. CIK 0002013988 0.303 106 0.0 0.0% 0 -0.2 pp +0.0 pp -0.3 pp +0.0 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -3.8 pp -3.9 pp -4.8 pp -4.4 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 -0.1 pp -0.4 pp -0.6 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 -0.5 pp -0.5 pp -0.3 pp +0.0 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 0 -0.2 pp -0.8 pp -1.0 pp +0.0 pp
☆Jericho Capital Asset Management L.P. CIK 0001525234 0.425 29 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Overbrook Management Corp CIK 0001269786 0.459 68 0.0 0.0% 0 -2.5 pp -2.8 pp -3.6 pp +0.0 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 -0.2 pp -0.3 pp -0.1 pp +0.0 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp +0.0 pp
☆Benson Investment Management Company, Inc. CIK 0001694896 0.000 9 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.322 78 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Manchester Global Management (UK) Ltd CIK 0001965104 0.705 23 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ABNER HERRMAN & BROCK LLC CIK 0001038661 0.450 111 0.0 0.0% 0 -1.5 pp -2.2 pp -2.7 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Atreides Management, LP CIK 0001777813 0.274 46 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Ironvine Capital Partners, LLC CIK 0001730478 0.545 56 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RIVERPARK CAPITAL MANAGEMENT LLC CIK 0001614704 0.237 36 0.0 0.0% 0 -1.6 pp -1.7 pp -2.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Olympiad Research LP CIK 0001787147 0.000 138 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Palestra Capital Management LLC CIK 0001568788 0.439 21 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Limestone Investment Advisors LP CIK 0002075597 0.017 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 0.0 0.0% 0 +0.0 pp -1.1 pp -2.4 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SurgoCap Partners LP CIK 0001960830 0.872 13 0.0 0.0% 0 +0.0 pp +0.0 pp -8.1 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Petrus Trust Company, LTA CIK 0001473429 0.706 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.0 0.0% 0 -0.7 pp -0.8 pp -0.9 pp +0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 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
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Claret Asset Management Corp CIK 0001735513 0.442 498 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Durable Capital Partners LP CIK 0001798849 0.765 36 0.0 0.0% 0 +0.0 pp -2.2 pp -4.7 pp +0.0 pp
☆Rockline Wealth Management, LLC CIK 0002005098 0.502 107 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 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
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 +0.0 pp -13.1 pp -16.4 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 INTU). Qtrs Held counts distinct quarters this fund has actually held INTU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its INTU position size. Δ columns are the percentage-point change in INTU'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