Signals

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☆XCCC

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

Flow ranking

Rank#23642
Score / z0.000 / -0.02
Consensus16.92 over 28 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 ▾
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 59.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 41.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 11.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 8.8 1.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 8.5 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 8.3 1.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 6.1 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 5.0 1.8% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.0 1.0% 5 -0.0 pp -0.1 pp +0.1 pp -0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 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 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 -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 0.0 0.0% 5 -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 0.0 0.0% 3 +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 0.0 0.0% 2 -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
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 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
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 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
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 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
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 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
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 XCCC). Qtrs Held counts distinct quarters this fund has actually held XCCC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XCCC position size. Δ columns are the percentage-point change in XCCC'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