Signals

← Signals

☆XHLF

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

Flow ranking

Rank#22178
Score / z-0.003 / -0.02
Consensus34.40 over 69 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)
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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 ▾
☆Carrera Capital Advisors CIK 0002035329 0.443 210 142.2 21.9% 4 +0.8 pp +0.6 pp -0.9 pp +21.9 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 89.6 10.4% 4 -1.2 pp -1.5 pp -3.1 pp +10.4 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 73.6 7.1% 4 -1.7 pp -3.8 pp -6.0 pp +7.1 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 70.1 5.8% 2 +0.3 pp +5.8 pp +0.0 pp +5.8 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 48.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 47.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 33.0 1.6% 4 -0.1 pp -0.8 pp -1.1 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 26.8 10.3% 4 -0.4 pp -0.8 pp +4.3 pp +10.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 19.5 1.4% 3 +0.3 pp +0.9 pp +1.4 pp +1.4 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 17.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 14.0 2.1% 4 +0.1 pp +0.3 pp +0.1 pp +2.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.5 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 12.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 11.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 10.9 0.7% 4 -0.2 pp -0.1 pp +0.3 pp +0.7 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 9.2 1.5% 4 +0.9 pp +0.9 pp +0.6 pp +1.5 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 8.8 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 8.1 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 7.0 3.1% 3 +1.1 pp +2.4 pp +3.1 pp +3.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 6.8 0.1% 4 -0.2 pp -0.2 pp -0.3 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 6.6 2.5% 4 -0.0 pp -0.3 pp -0.7 pp +2.5 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 6.3 1.6% 4 -0.2 pp -0.1 pp -0.1 pp +1.6 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 5.5 2.6% 4 +0.1 pp +2.2 pp +2.1 pp +2.6 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 5.2 3.2% 3 -0.3 pp -0.4 pp +3.2 pp +3.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 5.1 5.6% 4 -0.3 pp +0.4 pp +1.3 pp +5.6 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 5.0 4.7% 3 +0.5 pp +2.1 pp +4.7 pp +4.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 4.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 4.1 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.9 0.3% 4 -0.1 pp -0.3 pp -0.4 pp +0.3 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 3.4 1.0% 4 -0.0 pp -0.5 pp -0.7 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strong Retirement Solutions LLC CIK 0002111795 0.258 82 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 2.6 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 2.5 0.4% 4 -0.1 pp -1.9 pp -1.5 pp +0.4 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 2.2 0.6% 4 +0.1 pp +0.0 pp +0.1 pp +0.6 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 1.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.8 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 1.1 0.3% 4 -0.4 pp -0.5 pp -0.7 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 0.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.9 0.2% 4 -0.0 pp -0.6 pp -0.6 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.7 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.6 0.4% 4 -0.0 pp +0.1 pp -0.8 pp +0.4 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.5 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 0.5 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.5 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.5 0.1% 6 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 0.178 106 0.4 0.4% 4 -0.1 pp -0.1 pp +0.0 pp +0.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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 -0.1 pp -0.2 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 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
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 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
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.0 0.0% 0 -0.3 pp -0.3 pp -0.9 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 -9.1 pp +0.0 pp -9.5 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.279 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.1 pp -0.1 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
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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 -0.4 pp -0.7 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 -55.2 pp -60.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -30.7 pp -34.9 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 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
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 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 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp -5.8 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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 XHLF). Qtrs Held counts distinct quarters this fund has actually held XHLF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XHLF position size. Δ columns are the percentage-point change in XHLF'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