Signals

← Signals

☆USXF

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

Flow ranking

Rank#23159
Score / z0.000 / -0.02
Consensus106.57 over 183 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 190.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 149.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 69.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 59.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 35.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 23.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 20.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 15.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 10.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.5 0.0% 5 +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 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.8 0.0% 6 +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 9.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 8.9 1.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.5 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 7.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 7.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 6.9 2.3% 4 +0.0 pp -0.0 pp -0.1 pp +2.3 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 6.8 4.2% 5 +0.2 pp +0.0 pp -0.3 pp -0.7 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 6.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 5.4 1.2% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 5.0 0.5% 5 +0.1 pp +0.0 pp -0.0 pp -0.2 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 4.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 4.8 0.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 4.7 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 4.6 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 4.2 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 4.0 1.4% 1 +1.4 pp +1.1 pp +1.4 pp +1.4 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
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 3.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.131 132 3.4 1.8% 5 +0.1 pp -1.7 pp -2.0 pp -2.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 3.1 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.9 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 2.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 2.8 0.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.7 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 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.7 0.0% 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 2.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 2.6 0.9% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 2.6 1.5% 5 +0.2 pp +0.5 pp +0.5 pp +0.4 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 2.5 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 2.3 1.8% 6 +0.3 pp +0.3 pp +0.3 pp -0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.9 0.1% 5 +0.0 pp -1.1 pp -1.1 pp -1.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.8 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Optas, LLC CIK 0001802961 0.460 494 1.8 0.3% 5 -0.2 pp -0.0 pp -0.1 pp -0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.6 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 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.5 0.5% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 1.4 0.8% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aufman Associates Inc CIK 0001801573 0.746 67 1.3 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 1.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 1.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 1.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.9 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.7 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Navigation Group, LLC CIK 0002132497 0.648 121 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J. Mark Nickell & Co. CIK 0001811161 0.446 30 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.7 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 0.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 2 +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
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.6 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆GTS FINANCIAL, LLC CIK 0002112647 0.211 41 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 0.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.5 0.1% 4 +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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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 +0.0 pp -0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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 -0.2 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp -0.4 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -0.9 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -4.4 pp -4.8 pp -5.3 pp -5.0 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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
☆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
☆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
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 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 (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