Signals

← Signals

☆USRT

418 in-universe funds with a nonzero position in USRT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22084
Score / z-0.025 / -0.05
Consensus157.16 over 267 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-18% / 1.8d

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 266.2 0.0% 3 -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 160.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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 123.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 99.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 81.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co of Tennessee CIK 0002025098 0.942 8 63.1 12.5% 3 -0.9 pp -0.6 pp +12.5 pp +12.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 49.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 49.4 4.1% 3 +0.0 pp +0.1 pp +4.1 pp +4.1 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 43.8 5.0% 3 +0.1 pp +0.3 pp +5.0 pp +5.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 43.2 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 38.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 37.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 35.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 33.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 32.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 30.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 30.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 25.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 23.8 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 21.4 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 20.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 19.8 14.0% 3 -0.5 pp +2.2 pp +14.0 pp +14.0 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 18.7 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 18.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 17.0 1.7% 3 -0.2 pp -0.5 pp +1.7 pp +1.7 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 16.7 0.5% 3 -0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 15.9 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 15.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 14.3 3.7% 3 -0.2 pp -0.3 pp +3.7 pp +3.7 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 14.1 1.7% 3 -1.0 pp -1.1 pp +1.7 pp +1.7 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 14.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 13.1 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 12.2 4.6% 3 -0.1 pp +0.1 pp +4.6 pp +4.6 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 11.6 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 11.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 10.1 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 9.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 9.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 9.3 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 9.1 2.5% 3 -0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 8.8 1.4% 3 +0.0 pp +0.2 pp +1.4 pp +1.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.5 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 8.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 7.3 1.4% 3 -0.1 pp -0.5 pp +1.4 pp +1.4 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 7.3 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.2 0.0% 3 -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% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 6.5 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 6.1 0.9% 3 -0.1 pp -0.4 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 5.6 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.6 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 4.5 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 4.3 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 3.9 2.1% 4 -0.0 pp +0.2 pp -0.1 pp +2.1 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 3.9 1.9% 3 -0.9 pp -0.4 pp +1.9 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 3.7 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 3.6 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 3.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 3.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 3.3 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.3 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 3.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 3.1 1.0% 3 +0.1 pp +0.4 pp +1.0 pp +1.0 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 3.1 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.9 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 2.7 2.3% 3 +0.4 pp +0.4 pp +2.3 pp +2.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.7 0.0% 3 +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 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 2.4 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.4 1.7% 3 -0.3 pp -0.2 pp +1.7 pp +1.7 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 2.4 1.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 2.3 0.7% 3 +0.6 pp +0.6 pp +0.7 pp +0.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.2 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 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 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.7 1.0% 3 +0.7 pp +0.7 pp +1.0 pp +1.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 1.5 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.5 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 1.5 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.4 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 1.3 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 1.3 0.0% 3 +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% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 1.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.2 0.6% 5 -0.1 pp -0.4 pp -0.9 pp -0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 -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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 -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% 3 -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% 3 -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 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 0.0 0.0% 0 -2.8 pp -2.6 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.0 0.0% 0 -0.1 pp -0.6 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
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 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
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 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 -0.1 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 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
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 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
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 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
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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