Signals

MTUM

1035 in-universe funds with a nonzero position in MTUM within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#522
Score / z0.287 / 0.43
Consensus321.65 over 655 funds
Momentumno 12m return

Price & positioning

227 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

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)
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
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,947.7 3.3% 2 -0.8 pp +3.3 pp +3.3 pp +3.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,588.4 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
FMR LLC CIK 0000315066 0.989 5571 1,042.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 836.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 785.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 676.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 375.7 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 339.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 322.9 0.0% 2 +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 317.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 313.8 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 295.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 290.7 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 264.3 5.3% 2 -0.3 pp +5.3 pp +5.3 pp +5.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 254.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 237.8 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 223.3 0.0% 2 +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 222.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 194.5 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 189.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 183.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 170.3 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 161.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 130.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 125.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 119.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 119.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 110.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 106.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 103.7 16.9% 2 -1.8 pp +16.9 pp +16.9 pp +16.9 pp
Arizona PSPRS Trust CIK 0001565332 0.939 14 90.7 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 81.7 11.2% 2 -0.1 pp +11.2 pp +11.2 pp +11.2 pp
Foster Group, Inc. CIK 0001841544 0.874 318 77.3 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 76.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 75.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 69.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 65.9 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 65.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 63.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 62.2 6.8% 2 +0.2 pp +6.8 pp +6.8 pp +6.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 59.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 56.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 56.2 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 54.1 9.2% 2 +0.2 pp +9.2 pp +9.2 pp +9.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 50.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 43.8 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
JB Capital LLC CIK 0001879371 0.629 280 43.0 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 41.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 41.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 39.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 38.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Apella Capital, LLC CIK 0001801507 0.827 695 38.6 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 35.4 13.6% 2 -0.2 pp +13.6 pp +13.6 pp +13.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 35.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 34.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 33.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 32.5 12.6% 2 -0.3 pp +12.6 pp +12.6 pp +12.6 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 32.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 32.3 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 31.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 31.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 31.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 29.9 6.6% 2 +0.1 pp +6.6 pp +6.6 pp +6.6 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 28.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 28.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 27.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 25.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 25.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 25.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 24.2 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 24.1 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 24.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 23.9 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 23.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 22.6 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
Invst, LLC CIK 0001867587 0.314 343 22.3 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 21.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meredith Wealth Planning CIK 0001956471 0.812 74 21.9 6.9% 2 -0.7 pp +6.9 pp +6.9 pp +6.9 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 21.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 20.9 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 20.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 19.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 19.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 19.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 18.9 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 18.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 18.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 18.1 6.8% 2 -2.5 pp +6.8 pp +6.8 pp +6.8 pp
Straight Path Wealth Management CIK 0001902506 0.734 141 17.9 5.0% 2 -0.4 pp +5.0 pp +5.0 pp +5.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 17.7 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 17.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 16.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 16.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 15.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 15.3 5.3% 2 +2.0 pp +5.3 pp +5.3 pp +5.3 pp
INTRUST BANK NA CIK 0001034771 0.638 416 15.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 14.0 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 14.0 7.6% 2 +0.3 pp +7.6 pp +7.6 pp +7.6 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.9 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 13.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Well Done, LLC CIK 0001667132 0.522 202 13.7 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 13.6 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 12.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 12.5 1.6% 2 +1.3 pp +1.6 pp +1.6 pp +1.6 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 12.4 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 12.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 12.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 11.2 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 11.2 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
Creative Planning CIK 0001540235 0.979 4196 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 10.7 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 10.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 10.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 10.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 9.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
&PARTNERS CIK 0000107136 0.806 2509 9.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 9.7 2.4% 2 +2.3 pp +2.4 pp +2.4 pp +2.4 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 9.6 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
Audent Global Asset Management, LLC CIK 0001834874 0.165 46 9.6 7.0% 3 +2.2 pp +2.4 pp +7.0 pp +7.0 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 9.5 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 9.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Claris Financial LLC CIK 0002060278 0.227 177 9.3 5.3% 3 -0.1 pp +0.1 pp +5.3 pp +5.3 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 9.2 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.0 0.1% 4 -0.2 pp +0.0 pp +0.0 pp +0.1 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 8.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Planning LLC CIK 0001790688 0.562 88 8.6 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 8.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Tacita Capital Inc CIK 0001846287 0.305 214 8.4 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 8.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Financial Architects, LLC CIK 0002008540 0.807 24 8.2 4.7% 2 -0.3 pp +4.7 pp +4.7 pp +4.7 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Brickley Wealth Management CIK 0001712533 0.861 68 8.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 8.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 7.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 7.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 7.6 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 7.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 7.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Trek Financial, LLC CIK 0001768195 0.100 501 7.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.2 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 2.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 2.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 2.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 2.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 2.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 2.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 2.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 2.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 1.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 1.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 1.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 1.9 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 1.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
MA Private Wealth CIK 0001767474 0.750 88 1.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 1.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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Apeiron RIA LLC CIK 0001801846 0.178 162 1.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.8 0.7% 2 -1.1 pp +0.7 pp +0.7 pp +0.7 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Lantz Financial LLC CIK 0001766883 0.334 259 1.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Berbice Capital Management LLC CIK 0002051605 0.347 87 1.7 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 1.7 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 1.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 1.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
TFB Advisors LLC CIK 0001965201 0.232 190 1.6 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
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LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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UMB Bank, n.a. CIK 0000933429 0.805 2303 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Activest Wealth Management CIK 0001883134 0.526 1477 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.0 0.0% 0 -0.1 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Mendel Money Management CIK 0001600585 0.195 127 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
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 MTUM). Qtrs Held counts distinct quarters this fund has actually held MTUM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MTUM position size. Δ columns are the percentage-point change in MTUM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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