Signals

ITUB

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

Flow ranking

Rank#22994
Score / z-0.398 / -0.38
Consensus148.18 over 250 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-15% / 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

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
Capital Research Global Investors CIK 0001422848 0.983 426 708.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GQG Partners LLC CIK 0001697233 0.860 102 684.2 1.1% 4 -0.1 pp +0.1 pp +0.2 pp +1.1 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 580.5 2.4% 4 -0.0 pp -0.2 pp -0.3 pp +2.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 509.1 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
Westwood Global Investments, LLC CIK 0001356513 0.915 11 508.9 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 464.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 462.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 458.3 0.7% 4 +0.1 pp +0.0 pp +0.2 pp +0.7 pp
FMR LLC CIK 0000315066 0.989 5571 386.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 284.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 265.6 0.9% 4 +0.1 pp +0.3 pp +0.4 pp +0.9 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 239.8 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Carrhae Capital LLP CIK 0001555254 0.322 23 171.3 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 168.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DODGE & COX CIK 0000200217 0.944 222 160.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 151.3 3.7% 4 +0.0 pp -2.0 pp +0.2 pp +3.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 129.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 128.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 111.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 111.2 1.7% 4 +0.3 pp +0.5 pp +0.6 pp +1.7 pp
Northcape Capital Pty Ltd CIK 0001686776 0.933 8 108.4 12.5% 3 +1.4 pp +2.6 pp +12.5 pp +12.5 pp
OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 0.556 138 102.1 1.8% 4 +0.2 pp +0.3 pp +0.3 pp +1.8 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 102.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 93.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Seafarer Capital Partners, LLC CIK 0001697721 0.919 9 91.4 21.0% 4 +0.7 pp -1.2 pp +0.2 pp +21.0 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 88.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 87.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT International Asset Management LTD CIK 0001809187 0.145 49 79.9 8.7% 1 +8.7 pp +8.5 pp +8.7 pp +6.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 77.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 74.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Carmignac Gestion CIK 0001569758 0.744 94 72.3 1.1% 4 +0.4 pp -0.1 pp -0.4 pp +1.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 69.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 55.4 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 55.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 53.4 0.3% 3 +0.1 pp -0.1 pp +0.3 pp +0.3 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
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 52.7 1.0% 4 +0.2 pp +0.1 pp +0.2 pp +1.0 pp
Capital World Investors CIK 0001422849 0.974 637 52.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 52.1 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
Man Group plc CIK 0001637460 0.631 2032 50.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 46.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 43.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 41.0 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 39.8 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 35.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 33.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 32.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 32.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 27.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakout Capital Partners, LP CIK 0001935243 0.415 8 27.6 15.9% 4 -1.0 pp -1.4 pp -5.3 pp +15.9 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 26.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 24.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 21.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 21.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gemsstock Ltd. CIK 0001724140 0.000 13 20.2 2.1% 3 +0.1 pp -1.4 pp +2.1 pp +2.1 pp
WIM INVESTMENT MANAGEMENT Ltd CIK 0002042565 0.661 26 20.1 6.0% 4 +2.7 pp +4.2 pp +4.4 pp +6.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 19.9 0.3% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 19.8 2.4% 4 +0.3 pp +0.2 pp +0.2 pp +2.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 19.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DNCA FINANCE CIK 0001752759 0.468 116 14.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
GMT CAPITAL CORP CIK 0001106191 0.809 68 14.3 0.7% 4 +0.2 pp -0.1 pp -1.1 pp +0.7 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 14.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 11.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 10.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 9.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 8.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 8.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 8.8 0.6% 4 -0.3 pp +0.3 pp +0.2 pp +0.6 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 8.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 0.249 32 8.1 3.3% 4 +0.8 pp +1.4 pp +1.5 pp +3.3 pp
BARINGS LLC CIK 0000009015 0.845 191 7.5 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 7.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 7.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.1 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 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INCA Investments LLC CIK 0001513137 0.802 10 6.6 2.3% 4 +0.0 pp -0.9 pp -1.0 pp +2.3 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 6.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Oaktree Fund Advisors, LLC CIK 0001822973 0.325 14 6.4 11.2% 4 +0.9 pp +1.0 pp +3.5 pp +11.2 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 6.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 5.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aragon Global Management, LP CIK 0001991518 0.196 23 5.5 3.8% 3 +3.1 pp +3.5 pp +3.8 pp +3.8 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haven Global Partners, LLC CIK 0002051846 0.535 8 4.8 4.5% 4 +0.4 pp +0.6 pp +0.9 pp +4.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 4.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 4.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VPR Management LLC CIK 0001894203 0.676 66 3.7 1.5% 4 +0.1 pp +0.0 pp +0.1 pp +1.5 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 3.6 0.4% 4 +0.2 pp +0.2 pp +0.1 pp +0.4 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 3.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 2.8 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 2.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 2.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 2.0 0.4% 4 +0.0 pp -0.2 pp -0.1 pp +0.4 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 1.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Limestone Investment Advisors LP CIK 0002075597 0.017 152 1.6 0.8% 3 -0.1 pp +0.2 pp +0.8 pp +0.8 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 1.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.522 235 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ethic Inc. CIK 0001780570 0.636 1358 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.4 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 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 1.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point Nemo Capital, LLC CIK 0001988307 0.000 188 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 1.0 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 4 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +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% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 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% 2 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Align Financial, LLC CIK 0002089183 0.646 360 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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% 4 +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% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 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% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 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 -0.0 pp +0.0 pp -0.1 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
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 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 +0.0 pp -0.1 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
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 0.0 0.0% 0 -0.5 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 0.0 0.0% 0 -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% 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
SageView Advisory Group, LLC CIK 0001914558 0.814 615 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
Mirabaud Asset Management Ltd CIK 0001680493 0.011 49 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -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
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 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
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 0 -0.0 pp -1.0 pp -0.5 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.1 pp +0.0 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
ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 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
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
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 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
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 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 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 0.0 0.0% 0 -0.9 pp -1.4 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 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
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 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 +0.0 pp -1.6 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 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
Jump Financial, LLC CIK 0001831577 0.000 1935 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
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
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.1 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
R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 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
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 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
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 (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