Signals

← Signals

☆UITB

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

Flow ranking

Rank#540
Score / z0.335 / 0.28
Consensus56.75 over 97 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-2% / 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 ▾
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 698.2 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 259.9 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 176.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 98.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 96.9 3.7% 4 -0.0 pp +0.0 pp -0.0 pp +3.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 91.8 0.0% 4 +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 65.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 62.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 60.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 59.9 2.1% 3 +0.2 pp +0.3 pp +2.1 pp +2.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 52.4 4.7% 4 +0.2 pp +0.4 pp +0.5 pp +4.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 36.3 1.5% 4 +0.0 pp +0.1 pp +0.1 pp +1.5 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 33.9 2.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 27.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 27.3 12.9% 4 +0.6 pp +0.4 pp -0.2 pp +12.9 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 27.1 1.3% 4 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 22.8 0.8% 3 +0.6 pp +0.7 pp +0.8 pp +0.8 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 22.3 4.7% 4 -0.1 pp -0.0 pp -0.1 pp +4.7 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 21.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 20.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 20.3 13.6% 5 -0.1 pp +2.0 pp +6.4 pp +7.5 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 19.3 1.8% 3 -1.2 pp -0.9 pp +1.8 pp +1.8 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 19.1 2.5% 4 +0.1 pp -0.0 pp +0.3 pp +2.5 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 18.9 2.3% 4 +0.1 pp +0.0 pp -0.1 pp +2.3 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 17.6 0.8% 4 +0.0 pp +0.0 pp -0.6 pp +0.8 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 17.0 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 15.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 14.8 0.6% 4 +0.1 pp +0.1 pp +0.5 pp +0.6 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 14.0 7.1% 4 +0.4 pp +1.1 pp +1.1 pp +7.1 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 13.1 7.7% 4 +0.1 pp +0.9 pp +0.9 pp +7.7 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 12.9 6.9% 5 +1.2 pp +1.6 pp +2.2 pp +1.9 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 12.8 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 12.7 3.1% 4 -0.1 pp -0.1 pp -0.3 pp +3.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 10.3 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.4 0.1% 6 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 9.2 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 8.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Fjell Capital, LLC CIK 0002053350 0.309 66 8.1 6.3% 4 +0.5 pp +0.2 pp +0.1 pp +6.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 7.7 0.9% 4 +0.2 pp +0.3 pp +0.5 pp +0.9 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 7.3 3.6% 4 -1.0 pp -0.9 pp -1.2 pp +3.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 6.8 3.4% 4 +0.1 pp +0.2 pp +0.1 pp +3.4 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 6.4 2.6% 4 -0.1 pp -0.1 pp -0.1 pp +2.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 6.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 5.9 2.8% 4 +0.7 pp +0.5 pp -0.1 pp +2.8 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 5.5 0.8% 4 +0.1 pp +0.2 pp +0.1 pp +0.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.7 0.0% 4 +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 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 3.6 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆Indivisible Partners CIK 0002098400 0.368 637 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 3.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 3.5 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 2.2 1.0% 4 +0.0 pp +0.1 pp +0.4 pp +1.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.1 0.7% 3 -0.0 pp -1.2 pp +0.7 pp +0.7 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.2 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 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.1% 4 -0.0 pp -0.0 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
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 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
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Wealth Advisory Team LLC CIK 0002039196 0.609 39 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -1.2 pp -1.3 pp -1.4 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 0.0 0.0% 0 -7.3 pp -8.0 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
☆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
☆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
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆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
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 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
☆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 -0.1 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
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 UITB). Qtrs Held counts distinct quarters this fund has actually held UITB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UITB position size. Δ columns are the percentage-point change in UITB'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