Signals

← Signals

☆USRT

351 in-universe funds with a nonzero position in USRT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#458
Score / z0.404 / 0.50
Consensus126.16 over 227 funds
Momentumno 12m return

Price & positioning

226 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

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 236.1 0.0% 1 +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 161.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 90.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 60.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co of Tennessee CIK 0002025098 0.942 8 56.4 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 49.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 47.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 41.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 37.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 35.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 29.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 28.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 28.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 24.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 22.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 20.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 19.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 18.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 17.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 16.1 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 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 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 15.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 13.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 13.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 13.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.8 0.0% 1 +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 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 11.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 11.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 10.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 10.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 9.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 9.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 8.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 7.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 7.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 6.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 5.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 5.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 5.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 4.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.6 0.1% 2 -0.0 pp +0.1 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 4.5 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 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 4.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 2.8 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 2.3 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 2.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.7 1.0% 3 -0.6 pp -0.5 pp +1.0 pp +1.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.3 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.075 75 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.3 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.2 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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