Signals

← Signals

☆URTH

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

Flow ranking

Rank#373
Score / z0.589 / 0.69
Consensus116.69 over 190 funds
Momentum-0.14 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-1%
Short interest-39% / 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 ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 441.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 275.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 181.3 0.6% 5 -0.5 pp -0.2 pp -0.5 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 148.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 106.7 0.7% 5 +0.1 pp +0.0 pp -0.1 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 105.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 104.7 0.7% 5 +0.0 pp +0.2 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 85.5 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 81.7 1.2% 7 +0.5 pp +0.6 pp +0.5 pp +0.5 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 68.4 0.7% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 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 66.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 66.1 2.7% 5 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 58.6 3.0% 5 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 53.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LTS Liquid Investments LLC CIK 0001973154 0.580 8 51.4 27.5% 2 +6.3 pp +27.5 pp +27.5 pp +27.5 pp
☆BARINGS LLC CIK 0000009015 0.845 191 51.0 0.9% 5 +0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 49.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 47.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 37.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 36.9 0.2% 5 -0.2 pp -0.5 pp -0.5 pp -0.4 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 35.2 3.1% 5 +0.2 pp +2.7 pp +2.8 pp +2.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 34.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 33.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆P/E Global LLC CIK 0001910344 0.967 8 29.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆GAM Holding AG CIK 0001438848 0.338 273 27.2 2.1% 5 -0.2 pp +0.5 pp +0.5 pp +0.4 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 24.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 22.8 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 21.6 0.6% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 20.5 0.1% 3 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 20.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 19.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 14.3 0.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 14.3 5.4% 5 +1.4 pp +2.7 pp +3.4 pp +5.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.850 661 14.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 13.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 12.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inherent Management Corp. CIK 0002026217 0.527 11 12.3 4.8% 4 -0.8 pp -1.0 pp -1.5 pp +4.8 pp
☆Investments & Financial Planning, LLC CIK 0001909307 0.844 40 11.6 5.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 10.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 9.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 9.4 7.6% 6 -0.5 pp -0.6 pp -0.9 pp -0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 7.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 6.8 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 6.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 6.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 5.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAVELLE CAPITAL LP CIK 0002136566 0.357 75 5.2 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 5.0 0.4% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 5.0 1.3% 3 -9.8 pp -10.8 pp +1.3 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mount Capital Ltd CIK 0001896379 0.758 17 4.8 1.8% 5 +0.1 pp +0.0 pp +0.3 pp +0.5 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 4.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 3.8 0.9% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 3.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 3.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.4 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITOLIS LIQUID GLOBAL MARKETS LLC CIK 0002094379 0.370 320 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 3.1 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 2.9 1.4% 5 +0.1 pp +0.1 pp +0.1 pp -0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Research LLC CIK 0001513211 0.625 140 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Asset Advisory Group, Inc. CIK 0002110402 0.397 125 2.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 2.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 2.4 1.1% 5 -0.8 pp -1.5 pp -1.9 pp -4.9 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 2.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 2.3 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆DARA CAPITAL US, INC. CIK 0001891892 0.086 110 2.1 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 2.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 1.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 1.2 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.765 490 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Valor Advisors LLC CIK 2108599 0.702 32 1.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schusterman Interests, LLC CIK 0001857024 0.656 9 1.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.9 0.0% 5 -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 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KDT Advisors, LLC CIK 0002054458 0.223 73 0.6 0.9% 5 -0.0 pp +0.1 pp -0.1 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 0.6 0.1% 5 -0.5 pp +0.0 pp +0.1 pp +0.1 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.6 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 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 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 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.4 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Taikang Asset Management (Hong Kong) Co Ltd CIK 0001755911 0.303 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.733 524 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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 -0.1 pp -0.1 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
☆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
☆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
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.757 19 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
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -1.3 pp -1.3 pp -1.2 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
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 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
☆Qtron Investments LLC CIK 0001768099 0.279 449 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Arizona PSPRS Trust CIK 0001565332 0.939 14 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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
☆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
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 URTH). Qtrs Held counts distinct quarters this fund has actually held URTH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its URTH position size. Δ columns are the percentage-point change in URTH'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