Signals

← Signals

☆ITA

1015 in-universe funds with a nonzero position in ITA within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#17309
Score / z0.000 / -0.01
Consensus329.75 over 665 funds
Momentumnot computed

Price & positioning

227 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 1,012.5 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 676.8 0.2% 3 +0.0 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 642.7 0.0% 5 +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 621.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 272.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 165.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 155.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 154.1 0.0% 4 +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 146.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 138.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 136.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 107.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 99.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 91.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 90.5 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 90.0 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 69.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 56.4 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 50.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 47.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 42.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.7 0.1% 3 -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 38.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 37.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 37.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 37.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 35.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 34.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 32.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 30.8 0.7% 3 +0.7 pp +0.7 pp +0.7 pp +0.7 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 29.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 28.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 24.4 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 22.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 22.5 4.1% 3 -0.2 pp +0.7 pp +4.1 pp +4.1 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 22.4 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 21.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 20.7 5.5% 3 -0.1 pp -0.9 pp +5.5 pp +5.5 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 20.6 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 20.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 19.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 17.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 16.2 6.5% 3 -0.3 pp -0.3 pp +6.5 pp +6.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 14.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.5 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 12.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 11.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 11.7 0.8% 3 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 11.5 3.4% 3 -0.1 pp +0.1 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 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 11.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Well Done, LLC CIK 0001667132 0.522 202 8.4 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 8.1 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 8.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 8.1 3.4% 3 +0.2 pp +0.4 pp +3.4 pp +3.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 7.8 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 7.6 3.5% 3 -0.1 pp -0.0 pp +3.5 pp +3.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 7.2 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 7.1 4.0% 4 -1.3 pp -1.4 pp -1.1 pp +4.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 7.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.9 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 6.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 6.2 2.9% 3 -0.2 pp +0.1 pp +2.9 pp +2.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 6.1 0.6% 3 -0.0 pp +0.5 pp +0.6 pp +0.6 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 6.1 3.7% 3 -0.0 pp +0.1 pp +3.7 pp +3.7 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 6.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 6.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 5.8 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 5.7 2.5% 3 -0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 5.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 5.6 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 5.6 4.1% 3 +0.1 pp -0.0 pp +4.1 pp +4.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 5.4 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 5.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 5.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 5.3 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 5.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 5.0 3.6% 3 +0.1 pp +0.7 pp +3.6 pp +3.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 5.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 4.9 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 4.7 2.9% 4 -0.1 pp -0.2 pp +0.2 pp +2.9 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 4.6 2.0% 3 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 4.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 4.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 4.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 4.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 4.3 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 4.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 4.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 4.0 1.2% 2 +0.9 pp +1.2 pp +1.2 pp +1.2 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 4.0 2.3% 3 +0.1 pp +0.3 pp +2.3 pp +2.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 3.9 0.2% 3 -0.6 pp -0.1 pp +0.2 pp +0.2 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 3.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 3.9 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 3.8 2.0% 3 -0.2 pp -0.1 pp +2.0 pp +2.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 3.8 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 3.8 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 1.4 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.4 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 1.4 1.1% 1 +1.1 pp +0.2 pp +1.1 pp +1.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 1.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 1.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Ring Mountain Capital, LLC CIK 0002051343 0.386 107 1.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 1.3 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 1.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp -0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SFMG, LLC CIK 0001512026 0.796 334 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 1.2 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.2 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 1.1 0.4% 3 +0.0 pp -0.2 pp +0.4 pp +0.4 pp
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☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 1.1 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 1.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ELLERSON GROUP INC /ADV CIK 0000935570 0.331 64 1.1 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 1.0 0.8% 3 +0.1 pp +0.6 pp +0.8 pp +0.8 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 1.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.0 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
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☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 1.0 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 1.0 1.0% 4 +0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
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☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆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
☆KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 0.0 0.0% 0 +0.0 pp -1.7 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
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 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
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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
☆Rinkey Investments CIK 0001730774 0.601 128 0.0 0.0% 0 +0.0 pp -0.1 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
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 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
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -2.4 pp -2.0 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
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -1.4 pp -0.0 pp +0.0 pp +0.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -1.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.2 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
☆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
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 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
☆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
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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
☆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
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.0 0.0% 0 -12.8 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.0 0.0% 0 -0.3 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
☆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
☆Navigoe, LLC CIK 0002056100 0.632 1224 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 +0.0 pp -0.1 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
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.5 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
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 -0.2 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
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.1 pp -0.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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