Signals

NTSX

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

Flow ranking

Rank#805
Score / z0.167 / 0.13
Consensus40.99 over 69 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-6% / 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)
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
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 282.5 13.7% 5 -0.5 pp -0.7 pp -2.1 pp -1.8 pp
CWM, LLC CIK 0001535847 0.788 5645 73.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 69.3 7.1% 4 +3.4 pp +3.2 pp +3.2 pp +7.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 51.5 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 31.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 29.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 26.5 5.4% 4 -0.1 pp -0.2 pp -0.1 pp +5.4 pp
WJ Interests, LLC CIK 0001727642 0.622 22 25.8 9.9% 4 -1.0 pp -0.9 pp -2.7 pp +9.9 pp
46 Peaks LLC CIK 0002112665 0.734 30 23.1 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 18.3 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 17.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 8.4 0.7% 4 -0.0 pp +0.1 pp +0.0 pp +0.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 6.2 1.4% 4 -0.2 pp -0.3 pp -0.1 pp +1.4 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 4.5 2.9% 4 -0.5 pp -0.5 pp -0.2 pp +2.9 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 3.9 0.0% 1 +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 3.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHS Financial, LLC CIK 0001766514 0.159 165 2.6 1.2% 4 -0.2 pp -0.3 pp -0.4 pp +1.2 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 2.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 2.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 1.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 1.3 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 1.2 0.5% 4 -0.0 pp -3.2 pp -4.8 pp +0.5 pp
Innova Wealth Partners CIK 0001888831 0.101 167 1.2 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Sierra Capital LLC CIK 0001787274 0.509 228 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wright Wealth LLC CIK 0002046147 0.601 54 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.9 1.1% 4 +0.1 pp +0.0 pp -0.5 pp +1.1 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.9 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NDWM LLC CIK 0001818386 0.624 38 0.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 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 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McCartney Wealth Management LLC CIK 0002110693 0.441 65 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 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
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.1 0.0% 1 +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
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
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 3 -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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 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
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
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
Mariner, LLC CIK 0001373442 0.925 3517 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
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.9 pp -0.7 pp -0.8 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
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
UBS Group AG (UBS) CIK 0001610520 0.954 9044 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 +0.0 pp +0.0 pp -0.1 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
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
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
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 NTSX). Qtrs Held counts distinct quarters this fund has actually held NTSX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NTSX position size. Δ columns are the percentage-point change in NTSX'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