Signals

← Signals

☆USXF

327 in-universe funds with a nonzero position in USXF within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#21412
Score / z0.000 / -0.02
Consensus104.43 over 179 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)
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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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 153.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 130.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 53.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 48.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 28.6 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 20.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 16.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 14.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 12.6 4.4% 4 -0.4 pp -0.9 pp -0.6 pp +4.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 8.6 0.5% 4 -0.0 pp -0.0 pp -0.4 pp +0.5 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 7.6 0.0% 6 +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 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 7.0 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 5.7 4.0% 4 -0.2 pp -0.5 pp -0.9 pp +4.0 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% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 5.2 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 4.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 4.0 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 3.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 3.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 3.8 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 3.8 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.7 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 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 3.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Optas, LLC CIK 0001802961 0.460 494 3.2 0.5% 4 +0.2 pp +0.2 pp -0.4 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 2.9 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 2.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 2.7 0.7% 4 +0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 2.6 1.7% 4 -1.8 pp -2.1 pp -2.2 pp +1.7 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 2.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.5 0.0% 5 -0.0 pp +0.0 pp -0.2 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 2.2 0.7% 4 -0.0 pp -0.2 pp -0.3 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.1 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 2.1 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 2.0 1.4% 4 +0.3 pp +0.3 pp +0.2 pp +1.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 1.9 0.8% 4 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.8 1.5% 5 -0.1 pp -0.1 pp -0.7 pp -1.5 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.6 0.0% 4 -1.1 pp -1.1 pp -1.1 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.4 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.2 0.4% 4 +0.1 pp +0.1 pp -0.1 pp +0.4 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 1.1 0.7% 4 -0.0 pp -0.1 pp -0.0 pp +0.7 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 1.1 0.3% 4 -0.0 pp -0.2 pp -0.0 pp +0.3 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.1 0.3% 4 +0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aufman Associates Inc CIK 0001801573 0.746 67 1.0 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.9 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 0.6 0.3% 4 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.5 0.0% 4 -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
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.5 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.5 0.3% 4 -0.1 pp -0.1 pp -0.4 pp +0.3 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆EQ LLC CIK 0001757605 0.412 87 0.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp -1.4 pp -0.9 pp -0.6 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 -0.2 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.2 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
☆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
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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 USXF). Qtrs Held counts distinct quarters this fund has actually held USXF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USXF position size. Δ columns are the percentage-point change in USXF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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