Signals

XLC

1069 in-universe funds with a nonzero position in XLC within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#452
Score / z0.412 / 0.51
Consensus336.98 over 689 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+49% / 1.6d ⚡

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
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 4,763.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 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 1,126.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,099.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 922.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 921.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 698.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 597.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 434.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 433.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 405.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 389.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 329.5 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 322.2 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 297.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 199.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 176.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 175.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 130.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 124.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 113.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 112.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CW Advisors, LLC CIK 0001904976 0.000 0 110.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 107.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 101.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Management LLC CIK 0001583092 0.804 95 98.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 97.9 0.0% 1 +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 93.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 93.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SRB CORP CIK 0001496228 0.790 23 86.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 85.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 83.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Main Management Fund Advisors LLC CIK 0001862787 0.000 8 80.2 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 78.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 77.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 77.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 76.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 73.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 72.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 69.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 68.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 58.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 57.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 54.4 0.0% 1 +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 49.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 49.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 47.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 47.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 46.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 46.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 44.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 44.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 41.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 40.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 39.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 39.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 38.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 38.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 36.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 35.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 33.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 33.5 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 31.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 31.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 28.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 27.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 27.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 26.6 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 26.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 25.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 25.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 25.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 25.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 24.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 23.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 22.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 22.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 22.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 21.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 21.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 21.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 21.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 21.0 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 20.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 20.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 20.1 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 19.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 19.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 19.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 19.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 19.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Clarity Financial LLC CIK 0001862145 0.368 127 19.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 19.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 19.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 18.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 18.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
&PARTNERS CIK 0000107136 0.806 2509 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 18.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 18.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 17.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 17.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 17.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 16.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 16.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 15.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 14.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 14.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 14.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 13.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 12.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 12.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 12.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 12.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
PFG Advisors CIK 0001694435 0.248 791 12.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 12.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 12.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 11.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 11.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 11.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 11.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 11.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 11.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 10.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
COMERICA BANK CIK 0000901541 0.812 3711 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 10.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 10.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 10.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Dakota Wealth Management CIK 0001631353 0.544 771 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 9.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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Avestar Capital, LLC CIK 0001704404 0.627 490 9.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 8.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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CX Institutional CIK 0001737089 0.437 1568 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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111 Capital CIK 0002060412 0.025 488 3.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curat Global, LLC CIK 0002063003 0.123 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 -1.7 pp +0.0 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
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 XLC). Qtrs Held counts distinct quarters this fund has actually held XLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLC position size. Δ columns are the percentage-point change in XLC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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