Signals

← Signals

☆IXN

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

Flow ranking

Rank#24589
Score / z-0.219 / -0.28
Consensus209.63 over 383 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 ▾
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 578.7 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 433.3 0.1% 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 312.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 216.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 158.0 2.0% 5 +0.3 pp +0.6 pp +0.5 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 154.4 0.0% 7 +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 147.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 139.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 132.2 13.0% 5 +1.7 pp +1.6 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 128.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 100.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 82.3 4.4% 5 +1.1 pp +1.0 pp +1.1 pp +1.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 78.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 70.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 57.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 41.1 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 39.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 36.2 0.0% 5 +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 33.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 30.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 27.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 26.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Amundi CIK 0001330387 0.000 1 24.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 22.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 20.4 5.4% 3 -3.6 pp -4.6 pp +5.4 pp +5.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 16.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 16.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 15.0 1.9% 5 +0.2 pp +0.2 pp +0.5 pp +0.6 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 14.6 3.0% 5 +0.7 pp +0.6 pp +0.6 pp +0.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 13.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 12.7 3.8% 5 +0.6 pp +0.4 pp +0.4 pp +0.4 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 12.6 1.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 11.9 5.6% 5 +0.9 pp +0.6 pp +0.5 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.2 0.0% 5 +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 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 10.4 7.0% 5 +0.6 pp +0.2 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 10.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 10.0 3.5% 5 +0.7 pp +0.5 pp -0.4 pp -0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 10.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 9.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 9.6 1.4% 5 +0.3 pp +0.4 pp +0.3 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 8.6 1.9% 5 +0.2 pp -0.1 pp -0.5 pp -0.4 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 8.2 1.6% 5 -0.4 pp -0.5 pp -1.0 pp -1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.2 0.0% 4 -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 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DV EQUITIES, LLC CIK 0001841659 0.000 100 7.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.2 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 7.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 7.0 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 6.9 2.4% 5 +0.4 pp +0.4 pp +0.3 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 6.8 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 6.4 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 6.0 1.5% 5 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.0 0.0% 5 +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 5.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Oak Barrel Wealth Advisory LLC CIK 0002116315 0.437 86 5.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 5.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 5.0 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 5.0 2.6% 5 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 4.6 0.8% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆EQ LLC CIK 0001757605 0.412 87 4.4 1.1% 5 +0.2 pp +0.1 pp -0.0 pp -0.0 pp
☆DECISION INVESTMENTS, INC CIK 0002111652 0.209 149 4.4 4.0% 2 +0.5 pp +4.0 pp +4.0 pp +4.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.0 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.0 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Mark Nickell & Co. CIK 0001811161 0.446 30 3.6 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 3.5 0.9% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 3.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 3.4 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 3.2 0.5% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 3.2 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 3.1 1.9% 5 +0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 3.1 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 3.1 0.1% 5 +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 3.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 2.7 1.6% 4 +0.3 pp +0.2 pp +0.1 pp +1.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 2.6 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.5 0.4% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.3 0.6% 5 +0.1 pp +0.1 pp +0.2 pp -0.2 pp
☆FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 2.2 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 2.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 2.1 0.9% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 2.1 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 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 +0.0 pp -0.1 pp +0.0 pp -0.1 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
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 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
☆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
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 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 (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