Signals

← Signals

☆USRT

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

Flow ranking

Rank#24527
Score / z-0.179 / -0.23
Consensus169.90 over 301 funds
Momentumno 12m return

Price & positioning

227 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 306.1 0.0% 5 -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 185.7 0.2% 5 +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 147.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 128.8 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 127.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 116.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co of Tennessee CIK 0002025098 0.941 8 79.4 13.9% 5 +0.3 pp +1.3 pp +0.5 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 63.2 0.2% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 62.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 56.9 0.2% 4 -0.0 pp +0.0 pp +0.0 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 56.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 55.9 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 52.0 5.4% 5 -0.0 pp +0.4 pp +0.5 pp +0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 51.6 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 51.4 0.5% 5 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 42.9 3.6% 5 +2.3 pp +2.5 pp +2.4 pp +2.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 41.9 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 39.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 26.7 2.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 26.1 1.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 25.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 25.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 23.9 2.7% 5 +1.5 pp +1.7 pp +1.6 pp +1.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 23.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 23.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 23.6 0.4% 5 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆93 Financial Group, LLC CIK 0002112320 0.906 9 23.4 9.2% 2 -0.7 pp +9.2 pp +9.2 pp +9.2 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 22.5 4.7% 4 +0.4 pp +0.5 pp +0.2 pp +4.7 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 21.7 13.1% 5 +1.0 pp -0.9 pp -1.3 pp +1.3 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 20.4 2.9% 5 +0.6 pp +1.2 pp +0.2 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 18.6 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 18.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 18.3 4.2% 5 +0.0 pp +0.5 pp +0.4 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 18.1 1.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 17.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 16.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 16.8 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 16.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 15.1 4.7% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 14.1 1.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 13.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 13.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 12.9 0.8% 5 +0.1 pp -0.2 pp +0.0 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 12.8 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 11.6 0.4% 5 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 11.5 2.5% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 11.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 10.4 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gimbal Financial CIK 0001835206 0.000 54 10.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 9.2 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 8.8 1.5% 5 +0.0 pp +0.1 pp -0.0 pp -0.4 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 8.3 0.7% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 8.2 2.4% 5 +0.2 pp +0.3 pp +0.2 pp +0.1 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 8.0 5.3% 5 +4.0 pp +4.2 pp +4.2 pp +4.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 7.7 1.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 7.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 7.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.3 0.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 7.0 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 6.3 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 5.2 2.5% 5 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 5.2 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 5.1 2.4% 6 +0.1 pp +0.3 pp +0.2 pp +0.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 4.8 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆RETIREMITTEN FINANCIAL LLC CIK 0002127635 0.842 47 4.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 4.7 0.4% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 4.5 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 4.3 1.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 4.1 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 4.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 3.9 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 3.8 0.4% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 3.6 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 3.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 3.5 2.4% 5 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Planning Fort Collins, LLC CIK 0002111920 0.749 32 3.3 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ES4, LLC CIK 0002095578 0.524 32 3.3 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 3.1 0.8% 5 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 3.0 2.0% 5 +0.1 pp +0.3 pp +0.0 pp +0.1 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 2.9 1.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 2.9 1.1% 7 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.240 450 2.7 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.6 1.6% 6 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.5 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 2.4 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 2.4 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 2.4 1.9% 2 +1.2 pp +1.9 pp +1.9 pp +1.9 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 2.3 0.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 2.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 2.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 2.1 0.9% 3 +0.1 pp +0.4 pp +0.9 pp +0.9 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 2.0 1.1% 5 -0.0 pp +0.0 pp +0.7 pp +0.8 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 2.0 1.0% 5 +0.1 pp +0.6 pp +0.7 pp +0.9 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 2.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 2.0 0.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 1.8 0.6% 4 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 1.8 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.8 1.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALONGSIDE, LLC CIK 2113496 0.043 190 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 1.3 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
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☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.3 0.5% 7 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
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☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.2 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆River Street Advisors LLC CIK 0001964897 0.314 177 1.2 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
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☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 1.1 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RDA Financial Network CIK 0001774086 0.257 284 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 0.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -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% 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
☆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
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 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
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 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
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 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
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 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
☆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
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 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
☆AXS Investments LLC CIK 0001801467 0.203 193 0.0 0.0% 0 -1.6 pp -1.9 pp -2.7 pp -2.3 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (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