Signals

← Signals

☆USTB

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

Flow ranking

Rank#649
Score / z0.206 / 0.28
Consensus56.28 over 98 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+28% / 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 ▾
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 271.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 132.1 1.1% 3 -0.1 pp +1.0 pp +1.1 pp +1.1 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 110.5 0.0% 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 70.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 67.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 39.1 3.3% 3 -0.1 pp +0.1 pp +3.3 pp +3.3 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 38.7 3.3% 3 +0.2 pp +0.6 pp +3.3 pp +3.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 28.6 0.9% 3 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 26.4 14.1% 3 +0.5 pp +0.1 pp +14.1 pp +14.1 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 26.3 3.9% 3 -0.2 pp -0.5 pp +3.9 pp +3.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 21.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 20.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 17.9 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 16.0 3.0% 3 -0.0 pp -0.0 pp +3.0 pp +3.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 12.8 9.1% 4 -1.7 pp -2.3 pp -1.5 pp +9.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 12.5 2.0% 3 +1.9 pp -0.6 pp +2.0 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 12.2 1.4% 3 -0.9 pp -2.0 pp +1.4 pp +1.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 11.1 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 10.7 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 10.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 10.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.9 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 9.7 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 9.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 9.2 3.2% 3 -0.1 pp -0.7 pp +3.2 pp +3.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 8.1 4.0% 3 +0.1 pp -0.2 pp +4.0 pp +4.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 7.9 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 7.6 2.7% 3 -0.0 pp -0.3 pp +2.7 pp +2.7 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 7.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 6.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 6.3 3.2% 3 +0.1 pp -0.0 pp +3.2 pp +3.2 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 5.3 2.5% 3 -0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 5.1 2.3% 3 +0.2 pp +0.2 pp +2.3 pp +2.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 3.2 1.2% 3 +0.6 pp +1.0 pp +1.2 pp +1.2 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 3.2 1.4% 3 -0.8 pp -0.2 pp +1.4 pp +1.4 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 3.1 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 2.1 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Elk River Wealth Management LLC CIK 0001844107 0.551 103 2.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 1.9 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.8 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.1 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.1 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.5 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 0.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆American Trust CIK 0001905128 0.729 334 0.2 0.0% 3 -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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 3 -0.3 pp -0.2 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
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 +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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 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
☆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
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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% 2 -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
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.2 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -1.3 pp -1.2 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -3.0 pp -3.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.1 pp -0.1 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.1 pp -0.1 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 +0.0 pp -0.3 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
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 USTB). Qtrs Held counts distinct quarters this fund has actually held USTB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USTB position size. Δ columns are the percentage-point change in USTB'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