Signals

← Signals

☆USRT

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

Flow ranking

Rank#606
Score / z0.278 / 0.23
Consensus160.62 over 282 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-44% / 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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 271.3 0.0% 4 +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 165.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 116.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 86.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.0 pp
☆Trust Co of Tennessee CIK 0002025098 0.942 8 73.1 13.6% 4 +1.1 pp +0.2 pp +0.5 pp +13.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 56.6 0.3% 4 +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 56.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 54.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 51.0 5.4% 4 +0.4 pp +0.5 pp +0.6 pp +5.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 46.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 45.8 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 44.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 42.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 36.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 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 35.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 34.1 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 33.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 31.1 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 24.3 1.6% 4 +0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 23.6 2.4% 4 +0.2 pp +0.3 pp +0.3 pp +2.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 22.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆93 Financial Group, LLC CIK 0002112320 0.906 9 22.3 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 21.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 19.3 4.3% 3 +0.1 pp -0.2 pp +4.3 pp +4.3 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 17.9 12.1% 4 -1.9 pp -2.4 pp +0.3 pp +12.1 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 17.5 2.3% 4 +0.5 pp -0.4 pp -0.5 pp +2.3 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 17.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 17.0 1.5% 4 +0.0 pp -0.1 pp -0.1 pp +1.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 16.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 15.8 4.2% 4 +0.5 pp +0.3 pp +0.2 pp +4.2 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 15.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 14.8 0.3% 4 -0.1 pp -0.2 pp +0.2 pp +0.3 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 14.4 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 13.2 1.5% 4 -0.2 pp -0.4 pp -0.7 pp +1.5 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 13.2 4.7% 4 +0.1 pp +0.0 pp +0.1 pp +4.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 13.0 1.3% 4 +0.2 pp +0.1 pp -0.0 pp +1.3 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 12.4 1.6% 4 +0.0 pp +0.0 pp +0.0 pp +1.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 11.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 10.6 0.7% 4 -0.3 pp -0.1 pp -0.1 pp +0.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 10.0 0.4% 4 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 9.9 2.6% 4 +0.2 pp +0.1 pp +0.1 pp +2.6 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 9.4 1.5% 4 +0.1 pp +0.1 pp +0.2 pp +1.5 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 8.4 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 7.7 1.5% 4 +0.1 pp -0.0 pp -0.4 pp +1.5 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 7.7 0.7% 4 +0.0 pp -0.2 pp -0.2 pp +0.7 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 7.6 1.1% 4 +0.2 pp +0.1 pp -0.2 pp +1.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 7.2 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 7.0 2.3% 4 +0.1 pp +0.0 pp -0.1 pp +2.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 6.6 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 6.4 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 6.1 1.5% 4 +0.1 pp +0.0 pp +0.0 pp +1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 4.8 2.5% 4 +0.3 pp +0.3 pp +0.4 pp +2.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 4.6 1.2% 4 +0.0 pp +0.0 pp +0.1 pp +1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 4.2 2.3% 5 +0.2 pp +0.1 pp +0.4 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 4.0 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 3.9 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 3.9 1.6% 4 -0.3 pp -1.2 pp -0.7 pp +1.6 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 3.8 1.6% 4 +0.1 pp +0.2 pp +0.2 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 3.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 3.4 0.5% 4 +0.0 pp +0.2 pp +0.0 pp +0.5 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 3.3 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Financial Planning Fort Collins, LLC CIK 0002111920 0.749 32 3.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 3.3 1.0% 4 +0.0 pp +0.1 pp +0.4 pp +1.0 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 3.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 3.1 2.5% 4 +0.2 pp +0.6 pp +0.6 pp +2.5 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 3.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ES4, LLC CIK 0002095578 0.524 32 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.6 1.9% 4 +0.2 pp -0.1 pp -0.0 pp +1.9 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 2.6 1.1% 6 +0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 2.5 1.3% 4 +0.0 pp +0.0 pp -0.1 pp +1.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.3 1.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.241 450 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 1.9 0.7% 4 +0.1 pp +0.1 pp +0.3 pp +0.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.8 1.1% 4 +0.1 pp +0.7 pp +0.8 pp +1.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 1.8 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 1.8 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.7 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 1.6 0.9% 4 +0.5 pp +0.7 pp +0.9 pp +0.9 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.6 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.6 1.5% 4 +0.1 pp +0.0 pp +0.0 pp +1.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.6 0.8% 1 +0.8 pp +0.7 pp +0.2 pp +0.8 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 1.6 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.5 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 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 1.3 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 USRT). Qtrs Held counts distinct quarters this fund has actually held USRT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USRT position size. Δ columns are the percentage-point change in USRT'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