Signals

ITUB

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

Flow ranking

Rank#173
Score / z1.101 / 1.55
Consensus159.43 over 265 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+4% / 3.5d

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

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 0.860 102 694.2 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 584.8 2.5% 3 -0.2 pp -0.3 pp +2.5 pp +2.5 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 524.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 454.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 419.4 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 397.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 311.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 306.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 272.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 261.7 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 232.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 217.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 204.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 203.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 173.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 151.3 3.7% 3 -2.0 pp +0.2 pp +3.7 pp +3.7 pp
DODGE & COX CIK 0000200217 0.944 222 136.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 0.556 138 99.0 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 97.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 97.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Perpetual Ltd CIK 0001647273 0.486 419 96.5 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
Northcape Capital Pty Ltd CIK 0001686776 0.933 8 96.1 11.1% 2 +1.1 pp +11.1 pp +11.1 pp +11.1 pp
Capital World Investors CIK 0001422849 0.974 637 95.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 84.9 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 83.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Seafarer Capital Partners, LLC CIK 0001697721 0.919 9 78.1 20.3% 3 -1.9 pp -0.5 pp +20.3 pp +20.3 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 69.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 65.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 64.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 61.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 61.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 59.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 56.7 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 52.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carmignac Gestion CIK 0001569758 0.744 94 51.2 0.7% 3 -0.5 pp -0.8 pp +0.7 pp +0.7 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 45.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 44.7 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
Man Group plc CIK 0001637460 0.631 2032 44.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 40.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 37.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 36.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 35.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 30.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 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 29.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 24.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 23.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakout Capital Partners, LP CIK 0001935243 0.415 8 23.6 16.8% 3 -0.5 pp -4.3 pp +16.8 pp +16.8 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 22.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 21.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 20.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 20.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 18.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 18.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 17.6 0.9% 3 +0.6 pp +0.6 pp +0.9 pp +0.9 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gemsstock Ltd. CIK 0001724140 0.000 13 16.3 2.1% 2 -1.5 pp +2.1 pp +2.1 pp +2.1 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 15.9 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 15.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WIM INVESTMENT MANAGEMENT Ltd CIK 0002042565 0.661 26 12.4 3.2% 3 +1.4 pp +1.7 pp +3.2 pp +3.2 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DNCA FINANCE CIK 0001752759 0.468 116 10.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 9.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 9.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GMT CAPITAL CORP CIK 0001106191 0.809 68 8.4 0.4% 3 -0.3 pp -1.3 pp +0.4 pp +0.4 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 8.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 0.249 32 8.2 2.5% 3 +0.6 pp +0.7 pp +2.5 pp +2.5 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
INCA Investments LLC CIK 0001513137 0.802 10 6.5 2.3% 3 -1.0 pp -1.0 pp +2.3 pp +2.3 pp
BARINGS LLC CIK 0000009015 0.845 191 6.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 6.1 0.0% 5 +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 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 5.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 5.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oaktree Fund Advisors, LLC CIK 0001822973 0.325 14 5.6 10.3% 3 +0.1 pp +2.5 pp +10.3 pp +10.3 pp
Haven Global Partners, LLC CIK 0002051846 0.535 8 5.5 4.0% 3 +0.1 pp +0.4 pp +4.0 pp +4.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 5.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 5.4 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% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.8 0.0% 5 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.5 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VPR Management LLC CIK 0001894203 0.676 66 3.1 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 2.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aragon Global Management, LP CIK 0001991518 0.196 23 2.5 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 2.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 2.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 2.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 2.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.497 244 1.7 0.4% 3 -0.3 pp -0.2 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUARDCAP ASSET MANAGEMENT Ltd CIK 0001732008 0.884 18 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Limestone Investment Advisors LP CIK 0002075597 0.017 152 1.4 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 1.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Ethic Inc. CIK 0001780570 0.636 1358 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirabaud Asset Management Ltd CIK 0001680493 0.011 49 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 1.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +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% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 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
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
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 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
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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
Belvedere Trading LLC CIK 0001632341 0.000 326 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
Arax Advisory Partners CIK 0001586767 0.171 5155 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
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 0.0 0.0% 0 -0.1 pp -0.1 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
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 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
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
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
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zeno Equity Partners LLP CIK 0002013334 0.715 16 0.0 0.0% 0 +0.0 pp -1.6 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
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
DRW Securities, LLC CIK 0001481986 0.026 811 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.411 221 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
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
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
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TT International Asset Management LTD CIK 0001809187 0.146 49 0.0 0.0% 0 -0.2 pp +0.0 pp -2.7 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.1 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
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 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
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 (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