Signals

XBI

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

Flow ranking

Rank#816
Score / z0.161 / 0.12
Consensus272.25 over 539 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+11% / 8.1d ⚡

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2,702.2 1.8% 4 +0.5 pp +1.3 pp +1.3 pp +1.8 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 1,854.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,752.4 0.2% 4 -0.1 pp -0.1 pp -0.0 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 1,575.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1,362.0 0.9% 4 -0.2 pp +0.1 pp +0.1 pp +0.9 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,244.8 2.1% 4 -0.5 pp -0.5 pp +0.0 pp +2.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 453.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 362.0 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 350.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 295.7 3.6% 4 +1.9 pp +2.2 pp +1.6 pp +3.6 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 224.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 174.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 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 106.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 103.4 1.1% 4 -0.2 pp +0.2 pp +0.7 pp +1.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 102.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 101.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 92.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Greenhouse Funds LLLP CIK 0001626220 0.437 29 83.1 3.9% 4 +0.7 pp +1.3 pp +1.9 pp +3.9 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 79.6 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Main Street Research LLC CIK 0001513211 0.625 140 72.5 4.2% 2 +1.7 pp +4.2 pp +4.2 pp +4.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 65.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 62.4 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 61.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 57.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 53.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Investure, LLC CIK 0001476993 0.837 17 52.7 2.6% 4 -0.2 pp +0.0 pp -1.0 pp +2.6 pp
STRS OHIO CIK 0000820478 0.777 2154 52.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 43.6 0.0% 3 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
DAFNA Capital Management LLC CIK 0001389933 0.269 88 40.7 9.3% 4 -0.3 pp -0.7 pp -0.3 pp +9.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 37.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 36.8 0.8% 4 +0.6 pp +0.7 pp +0.6 pp +0.8 pp
PSP Research LLC CIK 0002106939 0.423 75 36.4 25.7% 1 +25.7 pp +25.7 pp +25.7 pp +25.7 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 34.6 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GENDELL JEFFREY L CIK 0001056581 0.967 103 33.5 0.5% 4 -0.1 pp +0.0 pp +0.3 pp +0.5 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 33.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 31.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 30.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 25.5 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 24.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 24.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 22.4 1.0% 4 +0.0 pp +0.2 pp +0.2 pp +1.0 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 21.8 1.2% 4 +0.0 pp +0.2 pp +0.3 pp +1.2 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 20.8 2.0% 2 +0.4 pp +2.0 pp +1.4 pp +2.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 20.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 20.2 1.6% 4 +0.1 pp +0.3 pp +0.5 pp +1.6 pp
Sivik Global Healthcare LLC CIK 0001596452 0.440 34 19.2 14.5% 4 +1.2 pp +1.4 pp +5.3 pp +14.5 pp
WS MANAGEMENT LLLP CIK 0000877338 0.651 31 19.2 2.5% 4 +0.4 pp +1.3 pp +1.4 pp +2.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 19.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 18.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 18.1 2.7% 4 -0.4 pp +0.2 pp +0.3 pp +2.7 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 17.7 0.6% 4 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 17.1 2.0% 4 +0.1 pp +0.4 pp +0.6 pp +2.0 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 16.9 3.7% 4 +0.4 pp +0.8 pp +1.2 pp +3.7 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 16.6 2.1% 2 +1.0 pp +2.1 pp +2.1 pp +2.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 16.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 14.2 2.4% 4 +0.1 pp +0.4 pp +0.6 pp +2.4 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 13.8 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
JBF Capital, Inc. CIK 0001483864 0.803 98 13.4 2.0% 3 +0.1 pp +1.8 pp +2.0 pp +2.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 13.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 13.4 2.8% 4 +0.2 pp +0.6 pp +1.2 pp +2.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lalia Capital, LLC CIK 0002106818 0.475 15 12.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 12.8 0.6% 4 +0.1 pp -6.0 pp -4.9 pp +0.6 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 12.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&CO INC CIK 0001082461 0.523 222 12.0 0.7% 4 -0.0 pp +0.1 pp +0.2 pp +0.7 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 11.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 11.7 0.6% 4 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 11.6 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 11.5 0.4% 1 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 11.4 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.8 0.0% 4 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 10.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 10.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 10.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 9.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.5 0.0% 4 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
LHM, INC. CIK 0002009224 0.733 24 9.4 3.7% 4 -0.1 pp -0.3 pp -0.2 pp +3.7 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 9.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 9.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tamar Securities, LLC CIK 0001703081 0.527 90 8.8 0.9% 4 +0.1 pp +0.3 pp +0.4 pp +0.9 pp
Spire Wealth Management CIK 0001858740 0.515 2226 8.8 0.3% 4 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 8.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Marotta Asset Management CIK 0001802091 0.618 103 8.5 1.6% 4 +0.1 pp +0.2 pp +0.3 pp +1.6 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 8.2 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 8.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 7.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 7.1 1.6% 4 +0.2 pp +0.4 pp +0.6 pp +1.6 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 6.9 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
&PARTNERS CIK 0000107136 0.806 2509 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 5.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 5.2 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 4.9 2.2% 2 +1.2 pp +2.2 pp +2.2 pp +2.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Capital Co CIK 0001581465 0.465 184 4.9 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.8 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 4.8 1.4% 3 -0.1 pp +0.1 pp +1.4 pp +1.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 4.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 4.6 2.4% 4 +0.1 pp +0.5 pp +0.5 pp +2.4 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 4.6 0.7% 4 +0.4 pp +0.3 pp +0.1 pp +0.7 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 4.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 4.3 0.5% 4 -1.4 pp -0.9 pp -0.3 pp +0.5 pp
BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 4.3 1.2% 4 -0.0 pp +0.3 pp +0.4 pp +1.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.3 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 4.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 4.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 4.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 3.9 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARVIN & PALMER ASSOCIATES INC CIK 0000860645 0.013 28 3.8 4.6% 2 +2.3 pp +4.6 pp +4.6 pp +4.6 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 3.8 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
Rock Springs Capital Management LP CIK 0001595725 0.441 104 3.8 0.2% 4 -1.2 pp -0.7 pp -0.6 pp +0.2 pp
ArchPoint Investors CIK 0001483472 0.607 80 3.8 0.9% 4 +0.0 pp +0.1 pp +0.2 pp +0.9 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 3.8 0.2% 4 -1.3 pp -1.3 pp -1.1 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 3.7 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
CWM, LLC CIK 0001535847 0.788 5645 3.7 0.0% 1 +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% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 3.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
CONTINENTAL ADVISORS LLC CIK 0001277779 0.315 40 3.5 2.2% 4 +0.0 pp -0.3 pp +0.0 pp +2.2 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 3.5 1.9% 5 -0.2 pp +0.1 pp +0.1 pp -0.1 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Titiun Yejiel CIK 0002118914 0.166 39 3.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 3.2 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.2 0.1% 4 -0.3 pp +0.1 pp -0.4 pp +0.1 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 3.1 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 3.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 3.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
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EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
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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
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 (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