Signals

XLB

822 in-universe funds with a nonzero position in XLB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23184
Score / z0.000 / -0.00
Consensus244.28 over 481 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)
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
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 529.9 0.2% 4 +0.0 pp +0.2 pp -0.0 pp +0.2 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 453.1 0.0% 3 -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 316.1 0.0% 4 -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 233.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 148.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 146.6 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 109.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 90.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 89.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 78.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRB CORP CIK 0001496228 0.790 23 77.5 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
COMMERCE BANK CIK 0001009076 0.853 1332 70.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 70.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 59.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 49.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 46.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 45.7 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 45.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 45.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 44.9 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 44.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 42.5 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 33.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 30.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 29.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 29.4 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 29.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 24.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Caption Management, LLC CIK 0001706766 0.079 538 24.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 23.8 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 23.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 20.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 20.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 20.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 19.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 18.2 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
Cornerstone Advisors, LLC CIK 0001775446 0.517 112 17.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 17.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 15.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 14.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 14.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 14.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 13.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 13.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 13.0 2.5% 4 -0.1 pp +2.5 pp +0.1 pp +2.5 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 12.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 12.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trust Asset Management LLC CIK 0001608376 0.915 229 11.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 11.1 4.2% 2 +0.0 pp +4.2 pp +4.2 pp +4.2 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 10.6 3.0% 2 +2.9 pp +3.0 pp +3.0 pp +3.0 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 10.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 10.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 9.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Dakota Wealth Management CIK 0001631353 0.544 771 9.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 9.6 0.3% 2 -0.0 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 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 9.1 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 8.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 8.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 7.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 7.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 7.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 6.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.5 0.1% 2 -0.0 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 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 6.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 6.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
LifePlan Financial, LLC CIK 0001739485 0.222 89 5.9 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 5.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 5.4 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 5.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 5.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 5.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 5.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Tamar Securities, LLC CIK 0001703081 0.527 90 5.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 5.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Atom Investors LP CIK 0001738902 0.004 818 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOR TRADING ADVISORS, LLC CIK 0002057073 0.141 39 4.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Wealth Map LLC CIK 0001802635 0.488 90 4.7 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) CIK 0000002230 0.528 103 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 4.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 4.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 3.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 3.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 3.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 3.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 3.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Simmons Bank CIK 0001674486 0.467 369 3.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 3.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 2.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Provident Co of the Employees of the Hebrew University LTD CIK 0002016961 0.018 35 2.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
Clarity Financial LLC CIK 0001862145 0.368 127 2.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 2.6 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 2.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 2.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CX Institutional CIK 0001737089 0.437 1568 2.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Family Legacy, Inc. CIK 0001706016 0.283 124 2.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 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
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 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 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.0 0.0% 0 -0.1 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
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.5 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 XLB). Qtrs Held counts distinct quarters this fund has actually held XLB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLB position size. Δ columns are the percentage-point change in XLB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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