Signals

← Signals

☆IXN

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

Flow ranking

Rank#700
Score / z0.170 / 0.25
Consensus172.83 over 299 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 ▾
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 309.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 249.6 0.0% 3 +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 225.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 108.6 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 108.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 98.2 11.4% 2 +0.0 pp +11.4 pp +11.4 pp +11.4 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 95.2 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 94.0 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 88.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 86.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 58.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 55.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 54.7 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 47.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 40.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 29.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 27.5 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 25.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 20.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 12.9 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 11.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 10.0 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 9.6 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 9.2 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆NFSG Corp CIK 0001879757 0.275 1245 9.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 9.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 9.0 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 8.9 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 8.9 6.8% 2 -0.0 pp +6.8 pp +6.8 pp +6.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 8.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 7.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 7.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.2 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 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 6.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.6 0.0% 3 +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 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 5.3 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 4.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 4.6 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 4.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 4.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 3.6 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 3.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 3.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 3.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 3.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 3.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 2.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 2.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 2.4 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 2.1 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 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 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 1.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 1.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.5 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 1.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 1.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 1.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 1.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆James Hambro & Partners LLP CIK 0001731152 0.827 68 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 1.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 -0.0 pp +0.0 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
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 -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% 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 IXN). Qtrs Held counts distinct quarters this fund has actually held IXN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IXN position size. Δ columns are the percentage-point change in IXN'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