Signals

← Signals

☆MTBA

141 in-universe funds with a nonzero position in MTBA within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1220
Score / z0.041 / 0.03
Consensus52.58 over 100 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 99.0 0.0% 1 +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 90.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 53.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 44.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 37.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 27.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 19.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 17.2 1.6% 3 -0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 14.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 14.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 14.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 13.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 13.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 13.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 13.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 12.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 11.5 1.0% 3 -0.3 pp -0.2 pp +1.0 pp +1.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 10.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 10.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Family Manage LLC CIK 0001539947 0.277 323 10.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 8.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NWAM LLC CIK 0001655006 0.392 684 7.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 6.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 6.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 3.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 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 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 1.0 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.9 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cove Street Capital, LLC CIK 0001531612 0.084 96 0.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 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 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 2 -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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 1 +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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ABLES, IANNONE, MOORE & ASSOCIATES, INC. CIK 0002013713 0.618 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +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% 1 +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
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 -0.1 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 MTBA). Qtrs Held counts distinct quarters this fund has actually held MTBA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MTBA position size. Δ columns are the percentage-point change in MTBA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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