Signals

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☆TXUE

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

Flow ranking

Rank#22840
Score / z0.000 / -0.02
Consensus25.49 over 46 funds
Momentumnot computed

Price & positioning

227 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)
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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 ▾
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 75.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 26.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 20.5 4.6% 5 +0.3 pp +0.9 pp +1.3 pp +1.4 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 17.6 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 16.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 13.1 4.3% 5 -0.3 pp +0.1 pp +0.3 pp +1.7 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 11.6 1.7% 5 +0.1 pp +0.2 pp +0.4 pp +0.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 11.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 11.0 4.8% 5 -2.3 pp -1.3 pp -1.3 pp -3.8 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 9.3 5.0% 5 +0.0 pp +0.0 pp +0.2 pp +0.5 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 7.2 0.9% 5 +0.0 pp -0.1 pp +0.2 pp +0.3 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 7.0 1.6% 5 -0.0 pp +0.3 pp +0.9 pp +1.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 5.2 1.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 2.7 1.2% 4 -0.1 pp +0.0 pp -0.0 pp +1.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 1.4 0.8% 4 +0.2 pp +0.3 pp +0.4 pp +0.8 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.1 0.6% 5 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 1.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.8 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JM2 Capital Inc. CIK 0002103359 0.210 121 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +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% 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 TXUE). Qtrs Held counts distinct quarters this fund has actually held TXUE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TXUE position size. Δ columns are the percentage-point change in TXUE'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