Signals

← Signals

☆ITA

1272 in-universe funds with a nonzero position in ITA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#18746
Score / z0.000 / -0.02
Consensus339.24 over 680 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 ▾
☆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 731.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 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 642.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 562.2 0.1% 5 -0.0 pp -0.1 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 353.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 310.1 2.1% 5 +2.1 pp +2.1 pp +2.1 pp +2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 274.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PeakShares LLC CIK 0002113507 0.881 122 266.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 190.7 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 185.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 159.0 0.0% 5 -0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 149.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 149.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 143.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 129.3 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 97.9 0.2% 4 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 96.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 88.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 84.5 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 83.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 64.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 53.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 52.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 50.3 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 49.1 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 46.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 43.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 39.1 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 38.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 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 31.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 30.7 0.6% 5 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 29.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 26.6 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 23.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 22.1 4.6% 5 -0.4 pp -0.9 pp -1.0 pp -1.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 21.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 21.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 17.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 16.7 2.5% 5 -2.4 pp -1.5 pp -1.8 pp -0.9 pp
☆360 Financial, Inc. CIK 0001802324 0.655 85 16.5 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 16.3 0.3% 3 -0.3 pp +0.1 pp +0.3 pp +0.3 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 16.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 15.7 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 13.8 0.3% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 13.5 1.8% 4 -0.1 pp +0.9 pp +0.9 pp +1.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 13.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 12.6 3.1% 5 -0.2 pp -0.3 pp -0.4 pp -0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 12.4 0.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 12.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 11.9 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.7 0.1% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 11.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 10.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 10.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 10.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 9.5 0.2% 1 +0.2 pp +0.1 pp -0.0 pp -0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 9.5 2.0% 5 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 9.4 1.3% 5 -0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 9.2 3.3% 5 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 9.1 1.2% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 8.7 0.8% 1 +0.8 pp +0.8 pp +0.3 pp +0.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 8.4 0.4% 5 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 8.3 0.4% 4 +0.4 pp +0.2 pp -0.1 pp +0.4 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 8.3 3.0% 5 +0.3 pp +1.0 pp +3.0 pp +3.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 8.2 3.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TSFG, LLC CIK 0001800513 0.413 891 8.0 1.0% 5 +0.5 pp +0.6 pp +0.7 pp +1.0 pp
☆CADINHA & CO LLC CIK 0000923469 0.357 107 7.9 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 7.8 0.2% 5 +0.2 pp +0.1 pp +0.2 pp +0.1 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 7.8 3.9% 6 +0.0 pp -0.1 pp -1.4 pp -1.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 7.7 4.6% 5 +0.8 pp +1.1 pp +1.1 pp +1.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 7.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 7.5 2.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 7.5 4.0% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 7.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 7.3 1.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 7.0 0.9% 2 -1.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PW Nova Financial Services LLC CIK 0002127408 0.354 208 6.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 6.8 2.1% 4 +0.2 pp +0.1 pp +0.0 pp +2.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 6.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.6 0.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 6.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 6.3 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 6.3 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.0 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.0 0.0% 5 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 5.9 4.3% 5 +0.4 pp +0.2 pp +0.3 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 5.8 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 5.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 5.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 5.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 5.6 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 5.5 0.7% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Monument Capital Management CIK 0001729428 0.068 262 5.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.5 0.2% 6 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 5.5 2.1% 5 -0.7 pp -0.8 pp -1.0 pp -0.7 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.1 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 5.0 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 5.0 1.4% 4 +0.1 pp +0.2 pp +1.1 pp +1.4 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 4.9 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 4.8 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.7 0.1% 5 +0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 4.7 4.2% 1 +4.2 pp +4.2 pp -8.6 pp +4.2 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 4.6 2.5% 5 +0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 4.6 0.5% 5 +0.1 pp +0.2 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.6 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 4.5 1.3% 3 +0.5 pp +0.5 pp +1.3 pp +1.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 4.4 1.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 4.4 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆Risk Paradigm Group, LLC CIK 0001569886 0.224 57 4.4 3.4% 2 +0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 4.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 4.3 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
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☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 +0.0 pp -0.8 pp -0.6 pp +0.0 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 -0.1 pp -0.6 pp -0.5 pp -0.4 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.2 pp -0.8 pp -0.3 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
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 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
☆Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 -0.2 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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