Signals

XHB

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

Flow ranking

Rank#21861
Score / z0.000 / -0.02
Consensus96.23 over 203 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)
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
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 261.1 0.0% 4 -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 145.1 0.0% 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 87.5 0.1% 4 -0.0 pp -0.1 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 66.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 60.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 54.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 53.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 49.4 2.3% 4 +0.3 pp -0.1 pp +0.2 pp +2.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 34.9 0.1% 4 -0.2 pp -0.5 pp -0.4 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 34.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 32.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 23.5 0.8% 4 -0.1 pp +0.3 pp +0.8 pp +0.8 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 21.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 17.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 15.3 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 14.8 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 14.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13.5 0.0% 4 -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 11.3 0.0% 4 -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 10.2 0.7% 4 -0.3 pp -0.4 pp -0.4 pp +0.7 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Passaic Partners LLC CIK 0001905809 0.898 16 8.7 1.1% 3 -2.0 pp -1.2 pp +1.1 pp +1.1 pp
MYDA Advisors LLC CIK 0001589689 0.023 143 7.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 6.8 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 6.2 2.9% 4 +0.3 pp +0.0 pp +0.1 pp +2.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.2 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 5.3 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 4.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 4.3 0.7% 4 -0.1 pp -0.1 pp +0.1 pp +0.7 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 4.2 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 4.0 0.1% 2 -0.2 pp +0.1 pp -0.1 pp +0.1 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 4.0 1.0% 4 -0.2 pp +0.3 pp -0.4 pp +1.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 4.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 3.9 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 3.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 3.8 0.7% 4 -0.3 pp -0.5 pp -0.4 pp +0.7 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.4 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 3.4 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Prostatis Group LLC CIK 0001649186 0.318 190 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.7 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 2.9 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 2.7 0.7% 2 -0.0 pp +0.7 pp -0.1 pp +0.7 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 2.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Walleye Trading LLC CIK 0001388391 0.179 946 2.5 0.1% 4 +0.0 pp +0.0 pp -0.3 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.1 0.1% 1 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
Alden Global Capital LLC CIK 0001616882 0.460 19 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Choate Investment Advisors CIK 0001399794 0.922 472 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 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 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sage Capital Management, LLC CIK 0002030667 0.243 167 1.1 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 1.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 1.0 0.4% 4 -0.7 pp -0.7 pp -0.6 pp +0.4 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Zweig-DiMenna Associates LLC CIK 0001533950 0.164 70 1.0 0.1% 4 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.0 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARTIST INC /CA/ CIK 0001129770 0.862 21 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 0.9 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 0.9 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.9 0.4% 4 +0.1 pp -0.1 pp -0.1 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 4 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.8 0.2% 4 -0.3 pp -0.2 pp -0.2 pp +0.2 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essential Investment Partners LLC CIK 2145170 0.138 312 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.7 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RCW Management, LLC CIK 0002104402 0.332 68 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.6 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.5 0.5% 4 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.5 0.0% 4 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CastleKnight Management LP CIK 0001835751 0.112 402 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Silphium Asset Management Ltd CIK 0001758440 0.696 55 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.4 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.4 0.3% 2 -0.0 pp +0.3 pp -0.1 pp +0.3 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Aspen Investment Management Inc CIK 0001541596 0.290 187 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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
Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 -0.1 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 +0.0 pp -0.1 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp -0.1 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
Beaton Management Co. Inc. CIK 0001714678 0.190 157 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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 -0.1 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 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 +0.0 pp -0.1 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 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
360 Financial, Inc. CIK 0001802324 0.654 85 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 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
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 -0.0 pp -1.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 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 -0.1 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.3 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 -1.2 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 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
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
Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp -0.2 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.1 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
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Terra Nova Asset Management LLC CIK 0001658652 0.114 93 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp -1.2 pp -1.6 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.1 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
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 -0.3 pp -0.6 pp -0.2 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -0.1 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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HMS Capital Management, LLC CIK 0001689470 0.314 120 0.0 0.0% 0 -0.1 pp -0.2 pp -0.5 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 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 (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