Signals

← Signals

☆ITA

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

Flow ranking

Rank#23464
Score / z-0.005 / -0.01
Consensus327.69 over 674 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,000.3 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 591.7 0.2% 2 +0.1 pp +0.2 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 590.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 577.2 0.0% 3 -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 234.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 191.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 183.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 152.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 136.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 125.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 124.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 104.7 0.0% 2 +0.0 pp +0.0 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 103.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 95.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 84.2 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 73.6 0.1% 3 +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 66.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 62.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 47.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 41.0 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 40.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 40.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 38.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 35.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 34.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JB Capital LLC CIK 0001879371 0.629 280 33.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 32.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 31.3 2.4% 2 +0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 30.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 29.8 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 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 26.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 23.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 22.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 22.0 4.3% 2 +0.9 pp +4.3 pp +4.3 pp +4.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 20.9 5.5% 2 -0.8 pp +5.5 pp +5.5 pp +5.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 19.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 19.0 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 18.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 17.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 16.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 15.7 6.8% 2 +0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 15.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 14.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 13.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 13.5 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 11.1 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 10.9 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 10.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 10.6 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 9.1 5.3% 3 -0.1 pp +0.2 pp +5.3 pp +5.3 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 9.0 1.4% 2 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 8.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 7.5 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 7.4 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Well Done, LLC CIK 0001667132 0.522 202 7.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 6.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 6.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 6.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 6.2 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 5.9 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Stonegate Management LLC CIK 0001877054 0.000 0 5.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 5.8 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 5.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 5.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 5.6 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 5.5 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 5.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 5.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 5.3 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 5.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 4.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 4.9 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 4.8 3.5% 2 +0.6 pp +3.5 pp +3.5 pp +3.5 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 4.8 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 4.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 4.6 3.0% 3 -0.1 pp +0.3 pp +3.0 pp +3.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 4.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 4.2 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 4.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 4.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 4.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 3.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 3.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 3.6 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 3.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 3.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 3.3 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Trilogy Capital Inc. CIK 0001722512 0.616 400 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 3.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 2.6 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 2.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 2.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
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☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 2.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 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
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 2 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 2 +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 -0.1 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
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 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
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 2 +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% 3 -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
☆Triumph Capital Management CIK 0001730765 0.195 1861 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 +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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 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
☆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
☆Quent Capital, LLC CIK 0001912338 0.680 1649 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 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
☆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
☆SYNTAX RESEARCH, INC. CIK 0001999827 0.077 179 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -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% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -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% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 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
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 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 ITA). Qtrs Held counts distinct quarters this fund has actually held ITA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ITA position size. Δ columns are the percentage-point change in ITA'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