Signals

← Signals

☆ITA

1190 in-universe funds with a nonzero position in ITA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#17607
Score / z0.000 / -0.02
Consensus355.82 over 720 funds
Momentumnot computed

Price & positioning

222 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 ▾
☆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 656.5 0.0% 6 +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 655.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 507.9 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 378.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 298.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 204.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 169.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 157.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 152.7 0.0% 4 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 122.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 109.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 83.5 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 73.1 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 73.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 68.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 47.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 46.5 0.0% 4 +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 40.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 37.9 0.0% 4 -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 36.2 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 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 32.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 32.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 31.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 30.0 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 29.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 29.4 0.7% 4 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 28.1 5.0% 4 +0.9 pp +0.7 pp +1.6 pp +5.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 27.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 25.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 23.5 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 21.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 20.4 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 18.8 5.0% 4 -0.5 pp -0.6 pp -1.4 pp +5.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 16.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 16.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 16.3 6.5% 4 -0.0 pp -0.3 pp -0.3 pp +6.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 15.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 14.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 14.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 14.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 14.2 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 13.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 12.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 11.8 3.3% 4 -0.1 pp -0.2 pp +0.0 pp +3.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 11.2 0.2% 6 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 10.7 1.9% 3 +1.0 pp +1.0 pp +1.9 pp +1.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 10.4 3.6% 4 +2.8 pp +3.3 pp +3.3 pp +3.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.9 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆EFG International AG CIK 0002109868 0.615 1088 9.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 8.9 1.3% 4 +0.0 pp +0.0 pp +0.1 pp +1.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 8.5 1.3% 4 +0.1 pp +0.4 pp +0.4 pp +1.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 8.3 1.8% 4 +1.3 pp +1.3 pp +1.3 pp +1.8 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 8.2 3.4% 4 -0.0 pp +0.1 pp +0.3 pp +3.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CADINHA & CO LLC CIK 0000923469 0.357 107 7.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 7.4 3.6% 4 +0.1 pp +0.0 pp +0.1 pp +3.6 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 7.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 7.2 3.9% 5 -0.1 pp -1.4 pp -1.5 pp -1.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 7.2 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 6.8 2.4% 4 -0.1 pp -0.1 pp -0.2 pp +2.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 6.7 3.8% 4 +0.1 pp +0.1 pp +0.2 pp +3.8 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 6.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 6.4 2.8% 4 -0.1 pp -0.3 pp -0.0 pp +2.8 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 6.3 2.7% 4 +0.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 6.3 1.6% 4 +0.1 pp +0.2 pp +0.5 pp +1.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.2 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PW Nova Financial Services LLC CIK 0002127408 0.354 208 6.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 6.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 6.0 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.9 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 5.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 5.5 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 5.4 3.8% 4 +0.2 pp +0.3 pp +0.9 pp +3.8 pp
☆CX Institutional CIK 0001737089 0.437 1568 5.3 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 5.3 4.0% 4 -0.2 pp -0.1 pp -0.2 pp +4.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 5.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 5.1 0.0% 4 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 5.1 0.7% 4 +0.1 pp +0.0 pp -0.0 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 5.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 5.0 1.0% 4 +0.3 pp +0.3 pp +0.2 pp +1.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 4.9 3.0% 5 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.8 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 4.8 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Monument Capital Management CIK 0001729428 0.068 262 4.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 4.7 0.4% 3 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 4.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 4.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.4 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 4.3 1.3% 3 +0.1 pp +1.0 pp +1.3 pp +1.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.2 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 4.2 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 4.1 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.1 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 4.1 2.5% 4 +0.2 pp +0.2 pp +0.5 pp +2.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 +0.0 pp -1.0 pp -2.4 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.6 pp -1.0 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
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 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
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.2 pp -0.8 pp -0.3 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.0 0.0% 0 -0.1 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
☆Keystone Financial Services CIK 0001865158 0.422 131 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -1.1 pp -0.9 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 -1.5 pp -1.4 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
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -1.0 pp -0.8 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 +0.0 pp -0.1 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 -0.1 pp -0.1 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
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 -0.3 pp -0.2 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
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.3 pp -0.3 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
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -1.6 pp -0.9 pp +0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.9 pp -0.8 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 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
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
☆KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status