Signals

← Signals

☆XBI

698 in-universe funds with a nonzero position in XBI within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23724
Score / z-0.041 / -0.06
Consensus209.24 over 396 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,277.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,385.3 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,356.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,091.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 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 1,063.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 942.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 597.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 278.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 241.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 200.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 176.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 150.9 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 150.3 6.6% 2 +1.1 pp +6.6 pp +6.6 pp +6.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 122.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 115.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 68.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 68.2 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Greenhouse Funds LLLP CIK 0001626220 0.437 29 67.7 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 66.8 3.1% 2 +2.3 pp +3.1 pp +3.1 pp +3.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 59.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenwoods Asset Management Hong Kong Ltd. CIK 0001848138 0.699 21 55.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NATIXIS CIK 0001274981 0.561 1107 49.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 44.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investure, LLC CIK 0001476993 0.837 17 41.3 2.6% 2 -1.0 pp +2.6 pp +2.6 pp +2.6 pp
☆STRS OHIO CIK 0000820478 0.777 2154 40.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DAFNA Capital Management LLC CIK 0001389933 0.269 88 40.2 9.9% 2 +0.4 pp +9.9 pp +9.9 pp +9.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 36.1 0.0% 2 -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 32.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 28.6 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 25.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 25.1 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Sivik Global Healthcare LLC CIK 0001596452 0.440 34 25.1 13.2% 2 +3.9 pp +13.2 pp +13.2 pp +13.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 24.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 24.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GENDELL JEFFREY L CIK 0001056581 0.967 103 23.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 19.5 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 18.9 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 18.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 17.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 17.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanderbilt University CIK 0001825985 0.404 74 15.9 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 15.6 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rock Springs Capital Management LP CIK 0001595725 0.441 104 15.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 13.9 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 13.3 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 12.9 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 12.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 12.5 1.4% 2 +0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆Atom Investors LP CIK 0001738902 0.004 818 12.2 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LHM, INC. CIK 0002009224 0.733 24 12.0 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 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 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Wealth Management LLC CIK 0001567163 0.654 87 11.3 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆S&CO INC CIK 0001082461 0.523 222 10.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 10.5 2.2% 2 +0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 9.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 9.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 9.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.757 19 8.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WS MANAGEMENT LLLP CIK 0000877338 0.651 31 7.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 7.5 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 7.1 6.1% 2 +0.4 pp +6.1 pp +6.1 pp +6.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 7.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Capital LLC CIK 0001724090 0.494 103 5.7 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 5.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Tamar Securities, LLC CIK 0001703081 0.527 90 5.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 5.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 4.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 4.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 3.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CONTINENTAL ADVISORS LLC CIK 0001277779 0.315 40 3.6 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 3.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 3.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SECTORAL ASSET MANAGEMENT INC CIK 0001274413 0.049 82 3.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 3.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 3.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 3.1 1.9% 3 +0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 3.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Quarry LP CIK 0001965207 0.031 2367 2.9 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 2.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 2.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 2.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 2.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 2.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 2.4 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 2.4 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 2.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPG Investment Advisory, LLC CIK 0001666664 0.411 93 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 2.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.0 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
☆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
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Massar Capital Management, LP CIK 0002037238 0.000 246 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.0 0.0% 0 -0.0 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
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 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
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Q Global Advisors, LLC CIK 0001469589 0.188 47 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 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
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 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
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 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
☆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
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BCWM, LLC CIK 0001542165 0.322 57 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 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
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clientfirst Wealth Management, LLC CIK 0001915494 0.666 53 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 XBI). Qtrs Held counts distinct quarters this fund has actually held XBI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XBI position size. Δ columns are the percentage-point change in XBI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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