Signals

← Signals

☆IYT

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

Flow ranking

Rank#17400
Score / z0.000 / -0.02
Consensus78.10 over 140 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.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 238.0 1.1% 4 +0.0 pp +1.1 pp +1.1 pp +1.1 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 123.1 0.0% 6 +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 57.3 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 45.1 0.0% 4 +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 32.6 0.0% 4 +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 30.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 26.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 21.5 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 14.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 10.8 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 2.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 2.9 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 2.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.1 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 1.6 1.8% 4 +0.5 pp +0.3 pp +0.1 pp +1.8 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 1.6 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 1.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.2 0.0% 2 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 1.2 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Massachusetts Wealth Management CIK 0001966011 0.252 98 1.1 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.8 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.8 0.1% 4 +0.0 pp -0.2 pp -0.3 pp +0.1 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.7 0.1% 4 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.5 0.4% 2 +0.1 pp +0.4 pp -0.0 pp +0.4 pp
☆Spruce Point Capital Management, LLC CIK 0001731579 0.114 18 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.483 172 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 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 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 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 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 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 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +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
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 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
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +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
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 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
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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
☆Sage Capital Management, LLC CIK 0002030667 0.242 167 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 0.0 0.0% 0 -5.0 pp -1.1 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 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
☆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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDANIEL TERRY & CO CIK 0001104366 0.709 81 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.2 pp +0.0 pp -0.1 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
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 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
☆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
☆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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 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 IYT). Qtrs Held counts distinct quarters this fund has actually held IYT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IYT position size. Δ columns are the percentage-point change in IYT'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