Signals

← Signals

☆MTBA

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

Flow ranking

Rank#943
Score / z0.118 / 0.09
Consensus56.99 over 110 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-24% / 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

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 122.4 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 82.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 80.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 53.0 9.1% 4 +0.2 pp +6.2 pp +6.5 pp +9.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 52.5 1.1% 4 -0.1 pp -0.1 pp -0.5 pp +1.1 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 43.4 10.5% 4 +0.5 pp +1.0 pp +0.8 pp +10.5 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 42.3 3.2% 4 +0.0 pp -0.2 pp -0.4 pp +3.2 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 40.5 5.5% 4 -0.1 pp +0.4 pp -0.6 pp +5.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 32.1 0.7% 4 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 28.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 27.6 2.6% 4 +0.8 pp +0.7 pp +0.9 pp +2.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 25.5 2.1% 6 +0.0 pp +0.2 pp +0.5 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 22.9 1.3% 4 -0.0 pp -0.8 pp -0.9 pp +1.3 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 22.9 2.4% 4 -0.5 pp -0.1 pp +0.0 pp +2.4 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 20.3 2.1% 4 +0.4 pp +0.7 pp +0.6 pp +2.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 19.0 1.0% 1 +1.0 pp +1.0 pp +0.2 pp +1.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 18.8 3.4% 4 +0.5 pp +0.7 pp +1.1 pp +3.4 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 17.0 7.5% 4 -1.0 pp +0.3 pp +0.3 pp +7.5 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 14.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 14.2 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 12.1 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 11.4 3.2% 4 -0.5 pp -0.2 pp -0.4 pp +3.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 10.5 0.8% 4 +0.1 pp +0.2 pp +0.1 pp +0.8 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 9.7 1.6% 2 +1.0 pp +1.6 pp +1.6 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 8.3 3.0% 4 -0.2 pp +0.1 pp -0.1 pp +3.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Investment Management CIK 0001615717 0.117 34 7.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 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 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 7.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆NWAM LLC CIK 0001655006 0.392 684 6.7 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 6.5 3.8% 2 -0.6 pp +3.8 pp +3.8 pp +3.8 pp
☆Professional Financial Management, Inc. CIK 0002130270 0.369 24 6.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 5.9 0.7% 4 +0.6 pp +0.6 pp +0.7 pp +0.7 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 5.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 5.9 2.3% 4 +0.4 pp +1.1 pp +1.2 pp +2.3 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.6 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.2 0.0% 4 -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 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 3.2 1.7% 4 +0.5 pp +0.4 pp +0.5 pp +1.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.1 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 3.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 3.0 0.2% 6 -0.3 pp -0.7 pp -0.8 pp -1.0 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 3.0 0.7% 4 +0.1 pp -0.8 pp -0.5 pp +0.7 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 3.0 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 2.6 0.7% 4 -0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 2.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 2.5 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 2.3 2.0% 4 -0.1 pp +0.0 pp -0.7 pp +2.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.9 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 1.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.4 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.3 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 1.2 0.7% 4 -0.1 pp -0.1 pp -0.9 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 1.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hegarty Advisors, LLC CIK 0002107727 0.479 66 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.0 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.6 0.4% 5 -0.3 pp -0.2 pp -0.3 pp -0.5 pp
☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.472 139 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 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
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.5 0.0% 4 -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% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.4 0.0% 4 -0.0 pp -0.0 pp -0.5 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ABLES, IANNONE, MOORE & ASSOCIATES, INC. CIK 0002013713 0.618 62 0.3 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Osbon Capital Management LLC CIK 0001784418 0.256 422 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 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
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 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
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 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
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 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
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 -0.9 pp -1.4 pp -1.5 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.1 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
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 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
☆Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -5.3 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -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 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 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
☆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
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.7 pp -0.7 pp -1.0 pp -1.5 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 0 -5.4 pp -5.2 pp -4.8 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 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
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 (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