Signals

← Signals

☆XHB

366 in-universe funds with a nonzero position in XHB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#21626
Score / z0.000 / -0.01
Consensus101.21 over 196 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 242.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 123.1 0.1% 3 -0.1 pp +0.0 pp +0.1 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 99.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 87.7 0.3% 3 -0.3 pp -0.2 pp +0.3 pp +0.3 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 75.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 63.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 51.5 2.0% 3 -0.4 pp -0.1 pp +2.0 pp +2.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 46.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 43.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 40.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passaic Partners LLC CIK 0001905809 0.898 16 29.7 3.1% 2 +0.9 pp +3.1 pp +3.1 pp +3.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 26.9 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 25.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 24.7 0.9% 3 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 23.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 21.1 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 20.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 16.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 16.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 15.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 15.2 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 15.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 14.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 10.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 10.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 9.0 0.3% 1 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 6.1 2.6% 3 -0.2 pp -0.1 pp +2.6 pp +2.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 5.5 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 4.7 0.8% 3 -0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 4.1 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Perbak Capital Partners LLP CIK 0001968437 0.000 0 4.1 1.2% 3 +0.5 pp -0.2 pp +1.2 pp +1.2 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 3.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 3.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 2.9 0.7% 1 +0.7 pp -0.1 pp +0.7 pp +0.7 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 2.8 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 2.8 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 2.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 2.2 0.3% 3 -0.3 pp +0.1 pp +0.3 pp +0.3 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 2.1 0.2% 5 -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 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Zweig-DiMenna Associates LLC CIK 0001533950 0.164 70 1.9 0.1% 3 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 1.8 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 1.1 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARTIST INC /CA/ CIK 0001129770 0.862 21 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 0.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 0.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.6 0.0% 3 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.6 0.0% 2 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.6 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.6 0.0% 3 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.6 0.5% 3 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CastleKnight Management LP CIK 0001835751 0.112 402 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galaxy Group Investments LLC CIK 0001912562 0.725 36 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.4 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Field & Main Bank CIK 0001594492 0.202 271 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.1 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
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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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 XHB). Qtrs Held counts distinct quarters this fund has actually held XHB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XHB position size. Δ columns are the percentage-point change in XHB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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