Signals

← Signals

☆ITOT

1661 in-universe funds with a nonzero position in ITOT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#40
Score / z4.072 / 5.78
Consensus510.23 over 965 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-17% / 1.0d

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10,514.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9,502.8 1.9% 3 -0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,726.6 3.9% 4 +0.2 pp +0.2 pp +0.3 pp +3.9 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 1,620.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,483.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 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 954.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 940.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 914.5 1.0% 4 -0.1 pp -0.4 pp -0.4 pp +1.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 749.9 9.2% 3 +1.1 pp +1.7 pp +9.2 pp +9.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 580.5 6.6% 3 +0.1 pp +0.3 pp +6.6 pp +6.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 541.3 16.1% 3 -0.0 pp +0.4 pp +16.1 pp +16.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 538.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 534.6 11.2% 3 +3.3 pp +2.2 pp +11.2 pp +11.2 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 480.8 6.8% 3 -0.2 pp -0.3 pp +6.8 pp +6.8 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 409.2 8.8% 3 -0.6 pp -0.2 pp +8.8 pp +8.8 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 350.0 6.4% 3 +0.1 pp -0.7 pp +6.4 pp +6.4 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 334.0 3.9% 3 -0.5 pp -0.6 pp +3.9 pp +3.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 310.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 308.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 306.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 295.4 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 291.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 264.7 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 263.8 26.0% 3 -0.3 pp -0.3 pp +26.0 pp +26.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 238.9 26.5% 5 -4.5 pp -5.6 pp -3.6 pp -2.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 232.0 0.3% 4 +0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 230.9 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 230.1 2.8% 3 -0.1 pp -0.0 pp +2.8 pp +2.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 224.0 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 222.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 221.3 12.5% 3 +0.3 pp +1.0 pp +12.5 pp +12.5 pp
☆CISCO SYSTEMS, INC. (CSCO) CIK 0000858877 0.864 6 211.5 64.3% 3 +10.3 pp +11.9 pp +64.3 pp +64.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 201.6 17.9% 3 -0.0 pp -0.5 pp +17.9 pp +17.9 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 185.8 2.5% 3 -0.8 pp -4.7 pp +2.5 pp +2.5 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 183.5 26.6% 3 -0.3 pp +0.2 pp +26.6 pp +26.6 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 179.7 27.5% 3 -1.6 pp -0.4 pp +27.5 pp +27.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 178.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 171.8 19.7% 3 -0.1 pp +0.0 pp +19.7 pp +19.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 169.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 167.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 156.4 5.8% 3 +0.1 pp +0.4 pp +5.8 pp +5.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 154.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 152.4 6.1% 3 +0.1 pp +0.1 pp +6.1 pp +6.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 151.8 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 148.4 14.8% 3 +0.6 pp +1.8 pp +14.8 pp +14.8 pp
☆Claar Advisors LLC CIK 0001593410 0.821 17 147.9 43.2% 3 +0.5 pp +1.9 pp +43.2 pp +43.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 147.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 138.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 136.5 11.6% 3 +0.1 pp +0.3 pp +11.6 pp +11.6 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 130.5 23.4% 3 -6.1 pp -7.8 pp +23.4 pp +23.4 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 127.5 14.3% 3 +1.2 pp +2.1 pp +14.3 pp +14.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 122.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 119.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 115.4 7.0% 3 -3.0 pp -2.9 pp +7.0 pp +7.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 110.0 2.3% 3 -0.4 pp -0.4 pp +2.3 pp +2.3 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 109.8 6.4% 3 +0.1 pp +0.1 pp +6.4 pp +6.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 109.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 102.5 12.7% 3 -0.5 pp -0.5 pp +12.7 pp +12.7 pp
☆1922 Investment Co LLC CIK 0001584289 0.937 2 101.0 3.0% 3 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Independent Order of Foresters CIK 0001538037 0.806 2 100.0 58.2% 3 -0.0 pp -0.0 pp +58.2 pp +58.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 99.8 2.1% 3 +0.1 pp +0.2 pp +2.1 pp +2.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 96.2 1.7% 3 -0.4 pp -0.6 pp +1.7 pp +1.7 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 94.7 10.8% 3 -0.4 pp +1.5 pp +10.8 pp +10.8 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 94.4 9.8% 3 -0.3 pp -0.4 pp +9.8 pp +9.8 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 90.4 2.8% 3 +0.9 pp +1.1 pp +2.8 pp +2.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 85.7 0.6% 5 -0.0 pp +0.4 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 80.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 76.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 72.7 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 71.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 69.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 69.3 2.6% 3 -0.5 pp -0.6 pp +2.6 pp +2.6 pp
☆jvl associates llc CIK 0001915765 0.770 79 68.4 22.3% 3 +0.3 pp +0.8 pp +22.3 pp +22.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 67.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 66.6 8.8% 3 -0.1 pp -0.9 pp +8.8 pp +8.8 pp
☆Friday Financial CIK 0002048792 0.653 108 66.1 23.3% 3 +0.6 pp +0.9 pp +23.3 pp +23.3 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 66.0 2.9% 3 -0.2 pp +0.4 pp +2.9 pp +2.9 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 64.6 13.1% 3 -0.2 pp -0.3 pp +13.1 pp +13.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 63.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 60.1 2.7% 3 -0.3 pp -0.3 pp +2.7 pp +2.7 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 60.1 10.6% 3 +0.8 pp +1.4 pp +10.6 pp +10.6 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 59.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 59.4 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 56.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 56.2 8.5% 3 -0.2 pp -0.2 pp +8.5 pp +8.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 54.0 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 53.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 53.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 52.8 7.3% 3 -0.0 pp +0.1 pp +7.3 pp +7.3 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 51.4 26.9% 3 -1.1 pp -0.9 pp +26.9 pp +26.9 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 51.2 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 51.1 8.0% 3 +0.2 pp +0.4 pp +8.0 pp +8.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 50.6 2.0% 3 +0.2 pp +0.3 pp +2.0 pp +2.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 50.4 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 49.6 2.1% 3 +0.0 pp -0.2 pp +2.1 pp +2.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 49.5 10.9% 3 -0.1 pp +1.5 pp +10.9 pp +10.9 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 48.5 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 48.3 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 47.8 8.0% 2 -2.9 pp +8.0 pp +8.0 pp +8.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 47.3 2.3% 3 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 47.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 47.0 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 46.8 3.2% 3 +0.1 pp -0.0 pp +3.2 pp +3.2 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 46.4 17.7% 4 +0.0 pp +0.3 pp +1.0 pp +17.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 43.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 42.9 10.9% 3 -0.0 pp -0.5 pp +10.9 pp +10.9 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 42.5 4.4% 3 +0.0 pp +0.1 pp +4.4 pp +4.4 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 42.1 23.8% 3 -0.0 pp +1.7 pp +23.8 pp +23.8 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 40.3 5.8% 3 -0.4 pp -0.6 pp +5.8 pp +5.8 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 39.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 39.3 14.2% 3 -0.8 pp -0.8 pp +14.2 pp +14.2 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 39.0 12.2% 3 -0.3 pp -2.7 pp +12.2 pp +12.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 38.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 38.4 1.5% 3 -0.2 pp -0.2 pp +1.5 pp +1.5 pp
☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.472 139 37.9 17.7% 1 +17.7 pp +17.7 pp +17.7 pp +17.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 36.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 36.2 8.8% 5 +0.4 pp +0.3 pp +0.3 pp -0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 35.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 34.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 34.1 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 33.7 3.4% 3 -0.0 pp -0.2 pp +3.4 pp +3.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 33.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 33.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 32.2 10.4% 3 +1.4 pp +1.9 pp +10.4 pp +10.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 32.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 32.0 9.7% 3 +0.2 pp +0.2 pp +9.7 pp +9.7 pp
☆Sendero Wealth Management, LLC CIK 0001639375 0.653 209 31.8 3.5% 3 -0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 31.8 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 31.3 11.0% 3 -1.5 pp -1.5 pp +11.0 pp +11.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 31.1 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 31.0 2.5% 3 -0.3 pp -0.3 pp +2.5 pp +2.5 pp
☆Trevian Wealth Management LLC CIK 0001901929 0.818 45 31.0 14.7% 3 -0.2 pp +1.3 pp +14.7 pp +14.7 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 30.4 2.3% 5 +0.3 pp +0.2 pp -0.1 pp -0.3 pp
☆CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 30.1 4.4% 3 -0.1 pp -1.0 pp +4.4 pp +4.4 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 30.1 8.7% 3 +0.1 pp +1.7 pp +8.7 pp +8.7 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 29.6 8.7% 3 -0.2 pp -0.2 pp +8.7 pp +8.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 29.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 28.2 18.8% 3 +0.2 pp +0.7 pp +18.8 pp +18.8 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 28.0 1.5% 3 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 27.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 27.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 27.6 20.6% 1 +20.6 pp +20.6 pp +20.6 pp +20.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 27.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 27.6 8.4% 3 -0.1 pp -0.3 pp +8.4 pp +8.4 pp
☆DURANTE & WATERS, LLC CIK 0001666582 0.762 31 27.3 19.1% 3 -0.2 pp -0.3 pp +19.1 pp +19.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 27.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 27.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wedmont Private Capital CIK 0001904274 0.771 949 7.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -12.1 pp -12.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 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 -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆JACOBS & CO/CA CIK 0001055544 0.441 134 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 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 -1.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp -0.0 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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -13.2 pp -21.8 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -0.8 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 +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -1.1 pp -0.8 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 -0.1 pp -0.1 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
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.9 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
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -3.5 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 (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