Signals

← Signals

☆REET

406 in-universe funds with a nonzero position in REET within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#602
Score / z0.270 / 0.31
Consensus128.72 over 209 funds
Momentum-0.20 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-2%
Short interest-66% / 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 ▾
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 325.6 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 195.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 184.2 2.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 135.7 0.4% 1 +0.4 pp +0.4 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 132.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 131.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Polianta Ltd CIK 0001695214 0.724 86 122.3 15.1% 2 +1.0 pp +15.1 pp +15.1 pp +15.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 117.5 0.0% 5 -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 99.9 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 89.5 2.9% 5 -0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 80.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 71.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆NEPC LLC CIK 0001424799 0.960 53 57.5 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 50.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 48.3 6.5% 5 -0.1 pp +0.1 pp -0.1 pp -0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 45.4 2.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 45.1 1.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 40.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 37.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.5 0.0% 5 +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 23.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 23.5 1.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 20.2 2.2% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 19.5 1.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 19.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.0 0.0% 5 -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 18.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 18.8 2.7% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 16.6 7.1% 5 +0.2 pp +0.8 pp +0.7 pp +0.8 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 14.9 2.7% 5 +0.1 pp +0.2 pp +0.5 pp +0.8 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 14.4 0.4% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 14.4 3.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 14.1 0.9% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 12.4 0.1% 5 -0.2 pp -0.3 pp -0.3 pp -0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 12.3 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 12.1 2.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 11.7 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.3 0.0% 5 +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 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 9.8 2.7% 2 -0.0 pp +2.7 pp -0.1 pp -0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 9.8 0.7% 5 -0.3 pp -0.5 pp -1.3 pp -1.3 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 9.5 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 9.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 8.8 3.5% 6 +0.4 pp +0.6 pp +0.8 pp +1.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 8.1 1.4% 5 -0.1 pp -0.3 pp -0.5 pp -0.7 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 7.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 6.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 6.6 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Prime Buchholz LLC CIK 0002051999 0.271 40 6.5 2.3% 5 -0.8 pp -1.1 pp -1.0 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 5.8 2.4% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 5.1 2.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 4.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.6 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 4.1 2.5% 5 +0.1 pp +0.4 pp +0.7 pp +0.9 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.7 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 3.5 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 3.5 0.9% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 3.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 3.3 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 3.3 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 3.1 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 3.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 3.0 1.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 2.9 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 2.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 2.7 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 2.6 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 2.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 2.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 2.1 0.6% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 2.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.5 0.0% 5 +0.0 pp -0.0 pp -0.5 pp -0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.5 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 1.5 0.7% 4 -0.0 pp +0.0 pp -0.1 pp +0.7 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.5 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 1.3 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 1.2 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 1.1 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.0 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.8 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.8 0.5% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.7 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.7 0.0% 3 +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 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -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% 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
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 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
☆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
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 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
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp -0.7 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
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 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
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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
☆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
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 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
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.4 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
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 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 +0.0 pp -0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Breachway Investments LLC CIK 0002106661 0.032 74 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 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
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 REET). Qtrs Held counts distinct quarters this fund has actually held REET (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its REET position size. Δ columns are the percentage-point change in REET's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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