Signals

STXF

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

Flow ranking

Rank#501
Score / z0.365 / 0.42
Consensus60.60 over 101 funds
Momentum-0.13 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-2%
Short interest+11% / 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)
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
OxenFree Capital LLC CIK 0002009781 0.658 56 45.5 20.9% 5 +0.5 pp -2.2 pp -2.2 pp -0.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.0 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 28.3 4.4% 5 +0.3 pp +0.5 pp +0.7 pp +1.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 18.9 2.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 13.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 11.7 2.6% 5 +0.0 pp -0.8 pp +0.0 pp -0.2 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 11.3 0.8% 5 +0.1 pp +0.0 pp -0.2 pp -0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ascent Advisors, LLC CIK 0002109853 0.015 54 8.7 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 8.6 4.4% 5 +0.0 pp -0.4 pp -0.8 pp -1.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sage Capital Management, LLC CIK 0002030667 0.243 167 7.5 2.9% 5 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
Hegarty Advisors, LLC CIK 0002107727 0.479 66 7.3 5.1% 2 +0.0 pp +5.1 pp +5.1 pp +5.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 7.2 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.5 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 5.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 5.2 4.1% 5 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 3.7 1.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 3.6 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stenger Family Office, LLC CIK 0002056106 0.508 123 3.3 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 2.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 2.6 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 1.4 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.134 71 1.4 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 1.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
CPR Investments Inc. CIK 0001775053 0.174 55 1.1 0.8% 1 +0.8 pp +0.6 pp +0.6 pp +0.5 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.1 0.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Equity Wealth Partners, LLC CIK 0002097037 0.125 109 1.1 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.0 0.3% 5 +0.0 pp -0.0 pp +0.1 pp -0.2 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.8 0.6% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.7 0.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 0.6 0.0% 5 +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 0.6 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.6 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 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
1776 Wealth LLC CIK 0001803140 0.442 152 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redwood Family Wealth LLC CIK 0002116118 0.293 106 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Argentarii, LLC CIK 0002030055 0.348 213 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
HORAN Wealth, LLC CIK 0002072569 0.371 217 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Private Wealth Management LLC CIK 0002056550 0.356 60 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 0.356 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.2 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 4 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -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 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 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
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
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -14.4 pp -14.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 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
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
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.4 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
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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 +0.0 pp -0.0 pp -0.0 pp
Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 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 STXF). Qtrs Held counts distinct quarters this fund has actually held STXF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its STXF position size. Δ columns are the percentage-point change in STXF'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