Signals

ITUB

345 in-universe funds with a nonzero position in ITUB within the trailing 4 quarters, as of 2025Q3

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-08 Insider Orestes Vanzo Carlos (SMEs Officer (retail segment)) disposed via sale ($625,508)
2026-07-07 Insider Orestes Vanzo Carlos (SMEs Officer (retail segment)) disposed via sale ($494,400)
2026-05-08 Insider Bodin de Moraes Pedro Luiz acquired via award
2026-05-08 Insider Bloisi Rocha Fabricio acquired via award
2026-05-08 Insider Moreira Salles Pedro acquired via award
2026-05-08 Insider Moreira Salles Joao acquired via award
2026-05-08 Insider Egydio Setubal Alfredo acquired via award
2026-05-08 Insider Egydio Setubal Roberto acquired via award
2026-05-08 Insider Santana Maria Helena dos Santos Fernandes de acquired via award
2026-05-08 Insider Bracher Candido acquired via award

Flow ranking

Rank#24434
Score / z-0.815 / -1.22
Consensus133.83 over 213 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+2% / 2.2d

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

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-08 Orestes Vanzo Carlos S $625,508
2026-07-07 Orestes Vanzo Carlos S $494,400
2026-05-08 Bodin de Moraes Pedro Luiz A
2026-05-08 Bloisi Rocha Fabricio A
2026-05-08 Moreira Salles Pedro A
2026-05-08 Moreira Salles Joao A
2026-05-08 Egydio Setubal Alfredo A
2026-05-08 Egydio Setubal Roberto A
2026-05-08 Santana Maria Helena dos San A
2026-05-08 Bracher Candido A
Showing the 10 most recent.

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
GQG Partners LLC CIK 0001697233 0.860 102 669.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 611.6 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 546.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 463.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 450.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 448.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 423.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 303.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 303.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 232.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 224.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 216.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Capital Research Global Investors CIK 0001422848 0.983 426 214.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 172.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 166.4 5.7% 2 +2.1 pp +5.7 pp +5.7 pp +5.7 pp
DODGE & COX CIK 0000200217 0.944 222 136.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 109.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 104.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 104.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 99.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Perpetual Ltd CIK 0001647273 0.486 419 95.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Capital World Investors CIK 0001422849 0.974 637 94.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 0.556 138 93.0 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 92.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Boston Partners CIK 0001386060 0.833 802 91.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carmignac Gestion CIK 0001569758 0.744 94 82.8 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
Seafarer Capital Partners, LLC CIK 0001697721 0.919 9 77.7 22.2% 2 +1.4 pp +22.2 pp +22.2 pp +22.2 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 77.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 72.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northcape Capital Pty Ltd CIK 0001686776 0.933 8 71.9 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 70.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 62.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 61.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 53.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Tredje AP-fonden CIK 0001650290 0.789 424 53.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 50.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 45.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 45.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 41.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 39.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 37.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 35.5 0.0% 2 +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 32.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.2 0.0% 2 -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 29.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Breakout Capital Partners, LP CIK 0001935243 0.415 8 23.3 17.3% 2 -3.9 pp +17.3 pp +17.3 pp +17.3 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 22.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 22.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 20.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 18.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 18.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gemsstock Ltd. CIK 0001724140 0.000 13 17.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
GMT CAPITAL CORP CIK 0001106191 0.809 68 17.1 0.8% 2 -0.9 pp +0.8 pp +0.8 pp +0.8 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 15.8 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 15.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 12.3 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 11.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 11.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 9.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 8.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 0.249 32 8.2 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
Man Group plc CIK 0001637460 0.631 2032 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INCA Investments LLC CIK 0001513137 0.802 10 7.1 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
WIM INVESTMENT MANAGEMENT Ltd CIK 0002042565 0.661 26 7.0 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 6.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oaktree Fund Advisors, LLC CIK 0001822973 0.325 14 5.5 10.2% 2 +2.4 pp +10.2 pp +10.2 pp +10.2 pp
Haven Global Partners, LLC CIK 0002051846 0.535 8 5.4 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 5.4 0.0% 2 +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 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VPR Management LLC CIK 0001894203 0.676 66 3.1 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 2.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.200 93 2.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 2.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDCAP ASSET MANAGEMENT Ltd CIK 0001732008 0.883 18 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Limestone Investment Advisors LP CIK 0002075597 0.017 152 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Aragon Global Management, LP CIK 0001991518 0.196 23 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.2 0.0% 2 +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 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT International Asset Management LTD CIK 0001809187 0.145 49 1.0 0.2% 1 +0.2 pp -2.5 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sompo Asset Management Co., Ltd. CIK 0001533504 0.542 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 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
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 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
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 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
Zeno Equity Partners LLP CIK 0002013334 0.714 16 0.0 0.0% 0 -1.6 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
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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 -0.0 pp -0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp +0.0 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 +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.0 pp +0.0 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
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 ITUB). Qtrs Held counts distinct quarters this fund has actually held ITUB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ITUB position size. Δ columns are the percentage-point change in ITUB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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