Signals

← Signals

☆RTX

151 in-universe funds with a nonzero position in RTX within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#8
Score / z1.672 / 11.28
Consensus50.10 over 105 funds
Momentumno 12m return

Price & positioning

251 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

Negative / total0 / 2
FiledFormItems
2026-09-15 8-K 5.02, 9.01
2026-07-23 8-K 2.02, 9.01
2026-05-04 8-K 5.07
2026-04-21 8-K 2.02, 9.01
2026-03-05 8-K 5.02
2026-01-27 8-K 2.02, 9.01
2025-11-13 8-K 8.01
2025-10-21 8-K 2.02, 9.01
2025-09-24 8-K 8.01
2025-07-22 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆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 3,865.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 3,808.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 799.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 664.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 455.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 308.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 279.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 273.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 130.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 112.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 105.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 95.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STRS OHIO CIK 0000820478 0.777 2154 93.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 90.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 89.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 74.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 72.9 59.5% 1 +59.5 pp +59.5 pp +59.5 pp +59.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 72.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 58.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 41.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 29.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 24.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 20.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 18.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆General Pension Society PZU Joint Stock Co CIK 0002057421 0.867 16 18.8 6.3% 2 +1.3 pp +6.3 pp +6.3 pp +6.3 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 18.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 15.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 15.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 14.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Powszechne Towarzystwo Emerytalne Allianz Polska S.A. CIK 0002053628 0.898 10 12.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 6.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 6.7 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 4.4 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 4.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 4.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 3.5 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 3.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 2.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 2.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 2.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 1.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 1.2 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 1.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 1.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers National Bank CIK 0001632966 0.440 180 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 1.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANB BANK CIK 0002067126 0.446 127 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CLG LLC CIK 0002059872 0.428 156 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finivi Inc. CIK 0002101641 0.183 111 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 RTX). Qtrs Held counts distinct quarters this fund has actually held RTX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RTX position size. Δ columns are the percentage-point change in RTX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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