Signals

FXO

238 in-universe funds with a nonzero position in FXO within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#18247
Score / z0.000 / -0.00
Consensus65.13 over 128 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 785.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 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 150.2 0.0% 4 -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 145.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 76.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 67.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.4 0.0% 2 -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 28.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 22.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 21.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 20.7 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 20.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 18.0 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 11.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 9.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 7.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
TradeWell Securities, LLC. CIK 0002066232 0.779 52 7.0 2.9% 3 +0.1 pp -0.1 pp +2.9 pp +2.9 pp
SFI Advisors, LLC CIK 0001911308 0.252 55 6.9 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Monument Capital Management CIK 0001729428 0.068 262 5.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 3.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.0 0.0% 2 +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 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 2.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 2.4 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Choice Wealth Advisors LLC CIK 0001842357 0.702 35 2.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 2.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 2.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 2.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 1.8 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 1.8 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 1.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Certified Advisory Corp CIK 0001731732 0.386 327 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Investment Partners, LLC CIK 0001963865 0.484 172 1.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 1.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 1.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 1.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWG Holdings, LLC CIK 0001862067 0.188 127 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 2 -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 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Petix & Botte Co CIK 0001803255 0.507 144 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROI Financial Advisors, LLC CIK 0002011633 0.365 70 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisory Group CIK 0002054093 0.250 117 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 +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 0.1 0.0% 2 -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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.670 542 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.1 0.0% 2 -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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -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
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Corient Private Wealth LP CIK 0001948780 0.887 3043 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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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
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 FXO). Qtrs Held counts distinct quarters this fund has actually held FXO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FXO position size. Δ columns are the percentage-point change in FXO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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