Signals

← Signals

☆ITB

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

Flow ranking

Rank#17337
Score / z0.000 / -0.02
Consensus101.94 over 202 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 630.4 0.0% 5 +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 221.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 134.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 93.3 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 64.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 58.3 2.2% 4 -0.0 pp -0.3 pp +0.7 pp +2.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 53.3 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 47.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 42.8 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 35.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 34.9 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 34.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 23.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 15.0 1.1% 4 -0.1 pp -0.2 pp +0.3 pp +1.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 8.4 0.6% 3 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Shay Capital LLC CIK 0001723643 0.044 394 6.8 1.0% 1 +1.0 pp +0.8 pp +0.7 pp +1.0 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 6.4 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 6.2 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 6.1 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 6.1 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 5.8 1.0% 4 +0.9 pp +0.9 pp +0.9 pp +1.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 5.1 3.6% 4 -0.3 pp -0.9 pp +0.2 pp +3.6 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 4.8 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 4.8 2.3% 4 -0.1 pp -0.5 pp -0.3 pp +2.3 pp
☆Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 4.3 2.0% 4 +0.1 pp +0.1 pp +0.2 pp +2.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 4.3 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 4.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 4.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 3.4 0.1% 4 -0.1 pp -0.1 pp -1.8 pp +0.1 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 3.3 2.2% 4 -0.0 pp -0.2 pp -0.3 pp +2.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 3.0 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 2.9 1.3% 1 +1.3 pp +0.5 pp +1.3 pp +1.3 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 2.8 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 2.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.0 0.5% 6 -0.0 pp -0.3 pp -1.6 pp -0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 2.0 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.7 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 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MYDA Advisors LLC CIK 0001589689 0.023 143 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 1.1 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.1 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 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 1.0 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 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 0.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.8 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.8 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.7 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 0.7 0.3% 4 -0.1 pp -0.4 pp -0.3 pp +0.3 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.7 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BRIAN LOW FINANCIAL GROUP, LLC CIK 0002079080 0.135 116 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.6 0.0% 4 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial Consulting LLC CIK 0002065794 0.400 49 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 0.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.5 0.1% 4 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Passaic Partners LLC CIK 0001905809 0.898 16 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.0 0.0% 0 +0.0 pp -0.2 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
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 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 -0.0 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 ITB). Qtrs Held counts distinct quarters this fund has actually held ITB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ITB position size. Δ columns are the percentage-point change in ITB'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