Signals

INTU

2115 in-universe funds with a nonzero position in INTU within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23901
Score / z-1.240 / -1.61
Consensus706.71 over 1409 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 21,823.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 20,345.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 10,022.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6,948.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 5,042.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 4,612.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 3,539.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 3,268.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,745.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2,627.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,592.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 2,409.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 2,393.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
FMR LLC CIK 0000315066 0.989 5571 2,367.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,183.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,831.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EDGEWOOD MANAGEMENT LLC CIK 0000860561 0.856 90 1,763.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,606.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 1,600.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,508.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1,498.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,481.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Amundi CIK 0001330387 0.000 1 1,449.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 1,429.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,290.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Unisphere Establishment CIK 0002012090 0.867 56 1,181.4 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,173.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,165.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 1,149.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 1,092.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 1,030.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 978.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 946.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 924.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 897.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 893.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 893.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 823.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 807.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 782.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 727.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 725.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 711.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 687.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 677.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 675.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Swiss National Bank CIK 0001582202 0.961 2301 666.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 641.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 624.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Durable Capital Partners LP CIK 0001798849 0.765 36 616.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 607.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 568.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 554.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lindsell Train Ltd CIK 0001484150 0.949 28 524.4 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
National Pension Service CIK 0001608046 0.956 552 516.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 504.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 502.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 500.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 0.771 83 495.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 481.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 476.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 458.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 437.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 432.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 422.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 416.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 413.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 411.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 407.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 391.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 380.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Capital Research Global Investors CIK 0001422848 0.983 426 378.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DSM CAPITAL PARTNERS LLC CIK 0001214639 0.842 70 359.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 358.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 358.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
FIL Ltd CIK 0000318989 0.878 1140 357.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 354.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 350.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 343.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 341.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 336.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 335.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 335.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Navera Investment Management Ltd. CIK 0001842702 0.766 56 331.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 329.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 327.7 0.4% 1 +0.4 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 309.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fundsmith LLP CIK 0001569205 0.605 41 290.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 284.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 280.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 267.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 260.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 250.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 248.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 247.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 247.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 247.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 235.7 4.4% 2 +0.5 pp +4.4 pp +4.4 pp +4.4 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 235.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Man Group plc CIK 0001637460 0.631 2032 234.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 234.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 233.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 233.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
W1M Investment Management Ltd CIK 0001344114 0.000 0 232.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 228.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 226.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 217.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 214.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SurgoCap Partners LP CIK 0001960830 0.872 13 210.9 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 210.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Valley Forge Capital Management, LP CIK 0001697868 0.968 7 207.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 207.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 203.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 201.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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 199.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 197.2 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 193.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 185.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 184.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 184.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aberdeen Group plc CIK 0001716774 0.934 934 182.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 180.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 180.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 176.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 171.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 171.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
AVIVA PLC CIK 0001140022 0.925 854 166.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 165.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 164.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 159.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 156.1 3.0% 3 +0.9 pp +0.3 pp +3.0 pp +3.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 153.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 150.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 142.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 141.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AXA S.A. CIK 0000898427 0.038 46 141.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 140.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 138.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Anomaly Capital Management, LP CIK 0001817534 0.473 24 137.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 136.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Milestone Resources Group Ltd CIK 0001708139 0.926 8 135.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 135.0 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
Quilter Plc CIK 0001770632 0.827 131 134.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Ownership Capital B.V. CIK 0001656735 0.454 21 133.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 128.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hyperion Asset Management Ltd CIK 0001619844 0.883 20 126.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 126.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 123.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Aries Wealth Management CIK 0001729515 0.425 242 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE CAPITAL HOLDINGS INC CIK 0001133742 0.000 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Planning,Inc CIK 0002048547 0.411 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status