Signals

ITUB

485 in-universe funds with a nonzero position in ITUB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#562
Score / z0.314 / 0.36
Consensus129.92 over 230 funds
Momentumno 12m return

Price & positioning

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

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

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 0.983 426 775.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 664.2 2.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
Westwood Global Investments, LLC CIK 0001356513 0.914 11 502.7 17.7% 2 -1.3 pp +17.7 pp +17.7 pp +17.7 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 466.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GQG Partners LLC CIK 0001697233 0.860 102 393.3 0.7% 5 -0.4 pp -0.4 pp -0.3 pp -0.2 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 372.8 0.5% 5 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 370.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 356.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 298.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 280.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 231.1 0.7% 5 -0.2 pp -0.0 pp +0.1 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 225.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 192.8 3.8% 5 +0.1 pp +0.1 pp -1.9 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 182.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 149.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DODGE & COX CIK 0000200217 0.944 222 148.6 0.1% 5 -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 115.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 114.8 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 105.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Carmignac Gestion CIK 0001569758 0.744 94 99.8 1.3% 5 +0.2 pp +0.6 pp +0.1 pp -0.2 pp
OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 0.556 138 97.9 1.8% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 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 93.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seafarer Capital Partners, LLC CIK 0001697721 0.919 9 89.1 20.5% 5 -0.4 pp +0.2 pp -1.6 pp -0.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 88.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 86.7 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 81.2 0.8% 5 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 79.4 1.3% 1 +1.3 pp +0.4 pp -0.1 pp +1.3 pp
Carrhae Capital LLP CIK 0001555254 0.322 23 78.8 5.2% 2 -6.9 pp +5.2 pp +5.2 pp +5.2 pp
Man Group plc CIK 0001637460 0.631 2032 73.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Northcape Capital Pty Ltd CIK 0001686776 0.933 8 72.5 9.8% 4 -2.7 pp -1.3 pp -0.2 pp +9.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 67.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 66.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT International Asset Management LTD CIK 0001809187 0.145 49 65.9 8.4% 2 -0.3 pp +8.4 pp +8.2 pp +8.4 pp
ARGA Investment Management, LP CIK 0001556915 0.380 121 61.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 59.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 58.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 53.2 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 52.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 52.2 0.7% 5 -1.0 pp -0.7 pp -0.4 pp -0.4 pp
Capital World Investors CIK 0001422849 0.974 637 51.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 51.2 0.9% 5 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 51.1 0.3% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 49.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 44.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 43.6 0.8% 5 +0.8 pp +0.8 pp +0.8 pp +0.7 pp
Amundi CIK 0001330387 0.000 1 43.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 41.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 39.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 37.1 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 35.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 31.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 28.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 27.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Breakout Capital Partners, LP CIK 0001935243 0.415 8 26.9 16.4% 5 +0.5 pp -0.4 pp -0.9 pp -4.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 26.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 24.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 23.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 23.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 20.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DNCA FINANCE CIK 0001752759 0.468 116 20.3 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WIM INVESTMENT MANAGEMENT Ltd CIK 0002042565 0.661 26 19.6 6.4% 5 +0.5 pp +3.2 pp +4.6 pp +4.9 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 19.5 2.0% 5 -0.4 pp -0.1 pp -0.2 pp -0.2 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 19.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 18.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zeno Equity Partners LLP CIK 0002013334 0.714 16 17.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +5.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 17.5 0.2% 7 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
NS Partners Ltd CIK 0001657111 0.507 77 17.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BARINGS LLC CIK 0000009015 0.845 191 16.7 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 14.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 13.0 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 12.5 0.1% 4 -0.2 pp -0.2 pp -0.4 pp +0.1 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 11.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 0.249 32 11.1 3.8% 5 +0.5 pp +1.3 pp +1.9 pp +2.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 9.6 0.6% 5 +0.0 pp -0.3 pp +0.3 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 9.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 8.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 7.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 7.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 7.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Oaktree Fund Advisors, LLC CIK 0001822973 0.325 14 6.8 11.8% 5 +0.6 pp +1.6 pp +1.7 pp +4.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 6.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INCA Investments LLC CIK 0001513137 0.802 10 6.4 1.8% 5 -0.5 pp -0.5 pp -1.4 pp -1.5 pp
Haven Global Partners, LLC CIK 0002051846 0.535 8 6.4 4.9% 5 +0.4 pp +0.8 pp +1.0 pp +1.3 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 5.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 5.6 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 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 5.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 4.7 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 4.6 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 3.9 0.4% 1 +0.4 pp +0.4 pp -0.6 pp -0.1 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 3.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 3.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VPR Management LLC CIK 0001894203 0.676 66 3.6 1.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 3.5 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 3.5 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 3.2 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 2.8 0.6% 5 -0.3 pp -0.1 pp -0.2 pp -0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 2.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 2.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.3 0.0% 7 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 2.3 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 1.9 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 1.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 1.8 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 1.7 0.3% 5 -0.1 pp -0.0 pp -0.3 pp -0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 1.6 0.0% 5 +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% 4 -0.0 pp -0.1 pp +0.2 pp +0.8 pp
Aberdeen Group plc CIK 0001716774 0.934 934 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 1.3 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.3 0.0% 5 -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% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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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
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
Gemsstock Ltd. CIK 0001724140 0.000 13 0.0 0.0% 0 -2.1 pp -2.1 pp -3.5 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
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 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
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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