Signals

← Signals

☆XAR

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

Flow ranking

Rank#21819
Score / z0.000 / -0.02
Consensus207.11 over 417 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 342.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 224.4 0.0% 6 +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 215.6 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 119.6 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 65.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 62.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 54.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 47.2 3.1% 4 +0.3 pp +0.3 pp +0.4 pp +3.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 44.1 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 44.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 40.0 6.1% 4 +0.5 pp +0.5 pp +0.6 pp +6.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 35.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 33.9 4.8% 4 +0.4 pp +0.3 pp +1.2 pp +4.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 33.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 31.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 29.5 0.9% 4 -0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆Robinhood Asset Management, LLC CIK 0002067588 0.593 83 24.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 19.0 2.1% 2 +2.0 pp +2.1 pp +2.1 pp +2.1 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 18.7 7.3% 4 +0.4 pp +0.2 pp +0.2 pp +7.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 17.1 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 16.7 2.4% 3 +1.6 pp +0.7 pp +2.4 pp +2.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 12.5 2.7% 4 +0.2 pp +0.3 pp +0.3 pp +2.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.2 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 11.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 11.8 0.8% 4 +0.4 pp +0.4 pp +0.8 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 10.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.8 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 8.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 8.7 1.5% 4 +0.2 pp +0.1 pp -0.1 pp +1.5 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 8.7 1.6% 4 +0.1 pp +0.0 pp -0.0 pp +1.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warner Group LLC CIK 0002073617 0.415 129 8.1 5.3% 2 +0.8 pp +5.3 pp +5.3 pp +5.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 7.2 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 6.8 0.7% 4 +0.6 pp +0.5 pp +0.5 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 6.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Point Nemo Capital, LLC CIK 0001988307 0.000 188 5.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 5.1 2.3% 4 -0.4 pp -0.5 pp -0.5 pp +2.3 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 5.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 4.5 2.2% 4 +0.1 pp +0.2 pp +0.2 pp +2.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 4.3 1.7% 5 -0.5 pp -0.7 pp -0.7 pp -1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.2 0.0% 1 +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 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 4.2 1.4% 3 +0.4 pp +0.4 pp +1.4 pp +1.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 4.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 3.9 1.0% 4 +0.1 pp +0.1 pp -0.0 pp +1.0 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 3.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 3.8 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 3.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 3.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 3.6 0.6% 4 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆Cavalier Investments, LLC CIK 0001655543 0.000 40 3.5 0.9% 4 -0.1 pp +0.2 pp +0.0 pp +0.9 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.5 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.4 0.9% 4 -0.2 pp +0.2 pp -0.5 pp +0.9 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 3.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 3.2 0.7% 4 +0.1 pp +0.0 pp +0.2 pp +0.7 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.1 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 3.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 2.9 1.0% 3 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fortune 45 LLC CIK 0001918707 0.802 36 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 2.7 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 2.7 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 2.7 0.5% 4 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VVR Holdings LLC CIK 0002070884 0.604 38 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 2.6 1.2% 4 -0.3 pp -0.4 pp -0.5 pp +1.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 2.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 2.4 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.4 1.0% 4 -0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.3 0.1% 4 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 1.8 1.9% 4 -0.9 pp -0.8 pp -0.8 pp +1.9 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 1.8 1.2% 4 -0.1 pp -0.5 pp -0.5 pp +1.2 pp
☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 1.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 1.7 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 1.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 1.6 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 1.5 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 1.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.4 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -3.6 pp -3.5 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 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
☆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
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 XAR). Qtrs Held counts distinct quarters this fund has actually held XAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XAR position size. Δ columns are the percentage-point change in XAR'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