Signals

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☆ITOT

74 in-universe funds with a nonzero position in ITOT within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10986
Score / z-0.263 / -1.81
Consensus27.07 over 51 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,342.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 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 1,256.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 772.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 570.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 292.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 228.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 209.1 30.1% 2 +1.3 pp +30.1 pp +30.1 pp +30.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 56.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 55.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 39.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 34.0 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 30.1 8.4% 2 -0.7 pp +8.4 pp +8.4 pp +8.4 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 23.4 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 21.1 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 18.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 15.8 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 13.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 12.3 7.2% 2 -1.1 pp +7.2 pp +7.2 pp +7.2 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 11.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 9.8 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 6.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 5.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 4.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 2.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 2.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 1.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 -0.1 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 ITOT). Qtrs Held counts distinct quarters this fund has actually held ITOT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ITOT position size. Δ columns are the percentage-point change in ITOT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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