☆ITW
Flow ranking
Rank#6836
Score / z0.000 / -0.03
Consensus31.86 over 64 funds
Momentumnot computed
Price & positioning
227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed
Forensics
No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.
Insider
No Form 4 activity on file for this ticker.
8-K events
No 8-K activity on file for this ticker.
Ownership
No ownership or capital-structure filings on file for this ticker.
LLM reads
Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 | 0.985 | 8402 | 1,201.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 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 | 789.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Legal & General Group Plc CIK 0000764068 | 0.977 | 3391 | 513.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 192.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆DEUTSCHE BANK AG\ CIK 0000948046 | 0.960 | 3659 | 160.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆RHUMBLINE ADVISERS CIK 0001115418 | 0.943 | 4189 | 131.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 | 0.941 | 3002 | 123.4 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 | 0.958 | 1061 | 117.8 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 | 0.903 | 762 | 55.2 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 | 0.793 | 591 | 54.8 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 43.4 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆DANSKE BANK A/S CIK 0000800177 | 0.902 | 1138 | 39.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MACKENZIE FINANCIAL CORP CIK 0000919859 | 0.842 | 1534 | 20.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 17.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆STRS OHIO CIK 0000820478 | 0.777 | 2154 | 16.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆NorthCrest Asset Manangement, LLC CIK 0001893159 | 0.599 | 928 | 15.8 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆IFM Investors Pty Ltd CIK 0001698246 | 0.822 | 641 | 15.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 | 0.806 | 2484 | 14.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Partners Wealth CIK 0001542153 | 0.901 | 2759 | 13.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Swiss Life Asset Management Ltd CIK 0001637689 | 0.827 | 1641 | 11.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Wealthfront Advisers LLC CIK 0001763921 | 0.976 | 1119 | 9.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UNITED BANK CIK 0001286478 | 0.652 | 130 | 8.4 | 1.1% | 1 | +1.1 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆NorthCoast Asset Management LLC CIK 0001665198 | 0.584 | 478 | 7.7 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 | 0.823 | 1023 | 7.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 | 0.940 | 15 | 6.9 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 6.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Rakuten Investment Management, Inc. CIK 0002062680 | 0.973 | 467 | 6.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CCM INVESTMENT GROUP, LLC CIK 0002067069 | 0.658 | 207 | 4.5 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Generali Asset Management SPA SGR CIK 0002046751 | 0.647 | 526 | 4.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 | 0.450 | 823 | 3.5 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆ANB BANK CIK 0002067126 | 0.446 | 127 | 3.2 | 1.4% | 1 | +1.4 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆NorthRock Partners, LLC CIK 0001632097 | 0.841 | 669 | 2.9 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 | 0.401 | 104 | 2.5 | 1.0% | 2 | -0.0 pp | +1.0 pp | +1.0 pp | +1.0 pp |
| ☆Sequoia Financial Advisors, LLC CIK 0001599900 | 0.860 | 2124 | 1.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Northwest & Ethical Investments L.P. CIK 0002033536 | 0.430 | 513 | 1.9 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Caldwell Trust Co CIK 0002080218 | 0.488 | 811 | 1.7 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 | 0.678 | 616 | 1.7 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BRIGHTON JONES LLC CIK 0001360798 | 0.755 | 1422 | 1.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 | 0.925 | 1050 | 1.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 | 0.389 | 90 | 0.9 | 0.4% | 1 | +0.4 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆Darwin Wealth Management, LLC CIK 0001663224 | 0.207 | 777 | 0.9 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Nautilus Advisors LLC CIK 0002083253 | 0.166 | 179 | 0.8 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 | 0.338 | 121 | 0.6 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆MONECO ADVISORS, LLC CIK 0001765690 | 0.360 | 595 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 | 0.906 | 175 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Castle Rock Wealth Management, LLC CIK 0001727605 | 0.230 | 268 | 0.6 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 | 0.371 | 161 | 0.5 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Venture Visionary Partners LLC CIK 0001792283 | 0.558 | 673 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Western Wealth Management, LLC CIK 0001767902 | 0.459 | 1001 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Hara Capital LLC CIK 0002010015 | 0.171 | 307 | 0.5 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Valtrion Capital Management, LLC CIK 0002072223 | 0.397 | 103 | 0.4 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 0.4 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Claris Financial LLC CIK 0002060278 | 0.227 | 177 | 0.4 | 0.3% | 1 | +0.3 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 | 0.354 | 91 | 0.4 | 0.1% | 2 | -0.6 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Prestige Wealth Management Group LLC CIK 0001772715 | 0.370 | 1101 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆111 Capital CIK 0002060412 | 0.025 | 488 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 | 0.512 | 752 | 0.3 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Leonteq Securities AG CIK 0001535950 | 0.270 | 1190 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 | 0.155 | 362 | 0.3 | 0.3% | 2 | +0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Advus Financial Partners, LLC CIK 2150676 | 0.419 | 261 | 0.3 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆NWF Advisory Services Inc. CIK 0002045735 | 0.429 | 452 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Intrua Financial, LLC CIK 0001812792 | 0.394 | 491 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TFR Capital, LLC. CIK 0002059325 | 0.284 | 165 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Gibbs Wealth Management CIK 0002081110 | 0.167 | 430 | 0.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Modern Wealth Management, LLC CIK 0002001900 | 0.385 | 1101 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cornerstone National Bank & Trust Co CIK 0002104293 | 0.272 | 216 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BIRCHBROOK, INC. CIK 0002071468 | 0.526 | 305 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Hamilton Capital Partners Inc. CIK 2141005 | 0.591 | 214 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.2 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Ransom Advisory, Ltd CIK 0002065136 | 0.308 | 433 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Painted Porch Advisors LLC CIK 0002024585 | 0.737 | 75 | 0.1 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Wood Tarver Financial Group, LLC CIK 0002059344 | 0.506 | 165 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 | 0.920 | 3173 | 0.1 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 | 0.206 | 690 | 0.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Catherine Avery Investment Management LLC CIK 0002103454 | 0.174 | 166 | 0.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 | 0.439 | 254 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 | 0.511 | 544 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tortoise Investment Management, LLC CIK 0001599511 | 0.614 | 252 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dogwood Wealth Management LLC CIK 0002056922 | 0.482 | 851 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Medallion Wealth Advisors, LLC CIK 0002131139 | 0.061 | 1220 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Robinswood Financial LLC CIK 2139748 | 0.585 | 435 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Holos Integrated Wealth LLC CIK 0002080096 | 0.464 | 378 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 | 0.332 | 231 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Aventura Private Wealth, LLC CIK 0002074418 | 0.307 | 986 | 0.0 | 0.0% | 1 | +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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WPG Advisers, LLC CIK 0002067343 | 0.198 | 1549 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 | 0.957 | 727 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clark Wealth Partners CIK 0002107657 | 0.535 | 571 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Semmax Financial Advisors Inc. CIK 0001767301 | 0.227 | 431 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WINNACLE WEALTH LLC CIK 0002079687 | 0.197 | 137 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Copia Wealth Management CIK 0002058771 | 0.232 | 570 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 | 0.313 | 208 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Principia Wealth Advisory, LLC CIK 0002041436 | 0.234 | 1064 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.0 | 0.0% | 0 | -0.7 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nicholas Hoffman & Company, LLC. CIK 0001678953 | 0.958 | 344 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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