Signals

XLC

1188 in-universe funds with a nonzero position in XLC within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#574
Score / z0.248 / 0.37
Consensus356.27 over 715 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 5,318.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,276.7 0.1% 2 +0.0 pp +0.1 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 934.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 857.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 795.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 721.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 626.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 597.6 0.2% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 585.1 0.9% 3 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 479.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 428.5 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 423.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 360.5 13.4% 2 -0.0 pp +13.4 pp +13.4 pp +13.4 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 345.5 8.1% 2 -0.1 pp +8.1 pp +8.1 pp +8.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 337.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 314.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 223.4 3.0% 2 +1.2 pp +3.0 pp +3.0 pp +3.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 191.6 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 189.1 2.8% 2 -0.8 pp +2.8 pp +2.8 pp +2.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 180.2 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 177.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 171.1 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 152.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 137.6 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 137.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 136.4 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 121.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 121.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 119.3 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 118.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Main Management LLC CIK 0001583092 0.804 95 107.2 7.9% 2 +0.1 pp +7.9 pp +7.9 pp +7.9 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 101.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Main Management Fund Advisors LLC CIK 0001862787 0.000 8 98.9 9.6% 2 +0.0 pp +9.6 pp +9.6 pp +9.6 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 98.5 6.0% 2 -0.2 pp +6.0 pp +6.0 pp +6.0 pp
SRB CORP CIK 0001496228 0.790 23 94.8 5.4% 2 +0.2 pp +5.4 pp +5.4 pp +5.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 86.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 80.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 79.9 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 79.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 79.2 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 79.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 75.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 75.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 75.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 71.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 69.6 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 64.5 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 63.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 62.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 61.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 60.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 56.0 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 55.3 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 54.2 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 52.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 51.1 0.1% 2 +0.0 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 49.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 48.4 7.1% 2 +1.6 pp +7.1 pp +7.1 pp +7.1 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 47.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 46.7 7.7% 2 +4.0 pp +7.7 pp +7.7 pp +7.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 46.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 45.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 44.4 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 43.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 43.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 42.9 6.3% 2 +3.3 pp +6.3 pp +6.3 pp +6.3 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 41.8 1.0% 2 -0.8 pp +1.0 pp +1.0 pp +1.0 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 38.2 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 37.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 37.0 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 36.4 3.1% 2 +1.5 pp +3.1 pp +3.1 pp +3.1 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 34.8 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 33.8 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 32.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 29.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 29.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 28.2 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 27.2 8.0% 2 -3.1 pp +8.0 pp +8.0 pp +8.0 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 26.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 26.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 26.3 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 26.2 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 25.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 25.6 9.0% 2 -1.1 pp +9.0 pp +9.0 pp +9.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 25.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 25.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 24.8 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 24.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 24.0 9.0% 2 +0.5 pp +9.0 pp +9.0 pp +9.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 23.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 23.3 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 23.0 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 22.6 3.0% 2 +1.3 pp +3.0 pp +3.0 pp +3.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 22.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Miller Investment Management, LP CIK 0001407382 0.863 83 22.1 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 22.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 21.9 10.1% 2 +0.1 pp +10.1 pp +10.1 pp +10.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 21.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 21.5 5.4% 2 -0.3 pp +5.4 pp +5.4 pp +5.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 21.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 20.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
&PARTNERS CIK 0000107136 0.806 2509 20.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 20.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
FIL Ltd CIK 0000318989 0.878 1140 19.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 19.4 0.0% 2 -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 19.4 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 19.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clarity Financial LLC CIK 0001862145 0.368 127 18.8 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 18.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 17.9 8.9% 2 +2.3 pp +8.9 pp +8.9 pp +8.9 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 17.7 7.1% 2 +6.0 pp +7.1 pp +7.1 pp +7.1 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 17.5 1.4% 2 +0.9 pp +1.4 pp +1.4 pp +1.4 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 17.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 17.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 17.1 2.1% 2 -1.3 pp +2.1 pp +2.1 pp +2.1 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 17.0 2.1% 2 +0.8 pp +2.1 pp +2.1 pp +2.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 16.3 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 16.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 15.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 15.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 15.4 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 14.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 14.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 13.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 13.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 13.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 13.7 0.0% 2 +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 13.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 13.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 13.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 12.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 12.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 12.5 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 12.0 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 11.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 11.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 11.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 11.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Financial Enhancement Group LLC CIK 0001641438 0.481 134 11.5 1.5% 2 +0.9 pp +1.5 pp +1.5 pp +1.5 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 11.5 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
COMERICA BANK CIK 0000901541 0.812 3711 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 11.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 10.1 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
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Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Partners Ltd CIK 0001577774 0.595 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments, Management Co LLC CIK 0002043136 0.382 164 0.0 0.0% 0 -1.3 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 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 +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 -0.1 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 (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