Signals

← Signals

☆XAR

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

Flow ranking

Rank#23621
Score / z0.000 / -0.02
Consensus229.19 over 455 funds
Momentumnot computed

Price & positioning

225 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 412.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PeakShares LLC CIK 0002113507 0.881 122 263.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 250.3 0.0% 7 -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 245.8 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 170.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 79.6 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 73.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 72.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 59.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 52.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 52.3 3.2% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 51.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 49.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 44.4 5.7% 5 -0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 40.6 5.3% 5 +0.5 pp +0.8 pp +0.8 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 40.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 35.0 0.9% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 33.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robinhood Asset Management, LLC CIK 0002067588 0.593 83 33.3 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 24.0 2.2% 3 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 21.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 20.6 7.3% 5 -0.1 pp +0.3 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warner Group LLC CIK 0002073617 0.415 129 18.5 4.6% 3 -0.7 pp +0.1 pp +4.6 pp +4.6 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 14.3 2.6% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 13.7 0.8% 5 +0.0 pp +0.4 pp +0.4 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.9 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 10.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 9.5 1.6% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 9.4 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 9.3 1.4% 5 -0.1 pp +0.1 pp -0.1 pp -0.2 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 9.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 9.0 0.8% 5 +0.1 pp +0.7 pp +0.6 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 7.8 4.4% 2 +0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.0 0.3% 5 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 5.9 2.0% 5 -0.3 pp -0.7 pp -0.8 pp -0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 5.7 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.4 0.0% 3 +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 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.2 0.2% 6 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 5.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 5.0 2.0% 4 +0.6 pp +1.0 pp +1.0 pp +2.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 5.0 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 4.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 4.7 2.0% 5 -0.3 pp -0.1 pp -0.1 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 4.3 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 4.0 3.4% 2 +0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 3.8 0.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 3.5 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 3.4 1.2% 6 -0.5 pp -0.9 pp -1.2 pp -1.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 3.2 1.0% 4 -0.0 pp -0.0 pp +0.9 pp +1.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 3.2 1.2% 5 +0.1 pp -0.3 pp -0.3 pp -0.5 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 3.2 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 3.1 1.3% 3 +0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆VVR Holdings LLC CIK 0002070884 0.604 38 3.1 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 3.1 0.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 2.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.8 1.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 2.7 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purewater Capital LLC CIK 0002135327 0.332 56 2.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.6 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 2.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 2.3 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 2.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.1 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 2.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 2.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.1 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 2.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 2.0 1.3% 5 +0.1 pp +0.0 pp -0.4 pp -0.4 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 2.0 1.0% 3 +0.5 pp +0.5 pp +1.0 pp +1.0 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 2.0 1.7% 5 -0.2 pp -1.1 pp -1.0 pp -1.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.0 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 2.0 1.6% 3 +0.3 pp +0.3 pp +1.6 pp +1.6 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 2.0 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.8 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 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 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 1.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 1.6 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 1.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 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 +0.0 pp -3.6 pp -3.5 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 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 +0.0 pp -2.8 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp -0.5 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point Nemo Capital, LLC CIK 0001988307 0.000 188 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connective Capital Management, LLC CIK 0001543568 0.064 70 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 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
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 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 -0.0 pp -0.0 pp -0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.0 0.0% 0 -1.3 pp -1.1 pp -1.1 pp -1.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.197 148 0.0 0.0% 0 -2.4 pp -0.8 pp -1.8 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Wealth, LLC CIK 0001838660 0.000 19 0.0 0.0% 0 +0.0 pp +0.0 pp -8.8 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.9 pp -1.1 pp -0.7 pp -1.4 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 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
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 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
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -1.4 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 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
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brentview Investment Management LLC CIK 0002052564 0.315 63 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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.1 pp -0.1 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
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 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
☆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
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
☆Box Hill Private Wealth LLC CIK 0002094120 0.392 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 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 (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