Signals

XLF

2337 in-universe funds with a nonzero position in XLF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#483
Score / z0.401 / 0.47
Consensus545.11 over 1133 funds
Momentum-0.30 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-4%
Short interest-4% / 4.3d

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
PeakShares LLC CIK 0002113507 0.881 122 5,887.2 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 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 4,208.9 0.3% 6 -0.0 pp -0.0 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 2,490.2 0.1% 7 -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 2,425.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,319.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,261.4 0.3% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,104.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,068.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 909.3 0.2% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 755.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 564.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 546.6 0.7% 5 +0.0 pp -0.1 pp +0.1 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 524.3 0.5% 6 +0.1 pp -0.2 pp -0.4 pp +0.4 pp
Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 509.9 15.4% 5 +6.4 pp +0.8 pp +3.8 pp +4.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 464.4 10.4% 5 +1.1 pp +0.2 pp +2.6 pp +2.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 433.6 0.2% 5 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 426.6 0.3% 5 +0.1 pp +0.3 pp -0.6 pp +0.1 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 408.9 1.7% 5 -0.9 pp -0.1 pp +0.4 pp +0.7 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 308.8 3.9% 4 +0.0 pp -4.3 pp -4.3 pp +3.9 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 260.0 0.1% 7 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 243.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 242.4 0.4% 5 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 217.9 0.1% 5 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 212.4 0.2% 6 -0.0 pp -0.2 pp -0.2 pp +0.0 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 206.5 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 206.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 202.7 0.4% 1 +0.4 pp +0.3 pp +0.3 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 201.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 185.1 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 166.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 162.3 0.1% 5 -0.1 pp -0.4 pp +0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 159.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 144.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 144.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 140.0 6.4% 5 -0.5 pp +1.3 pp +0.9 pp +0.3 pp
NATIXIS CIK 0001274981 0.561 1107 135.3 0.6% 5 +0.1 pp +0.6 pp -0.1 pp +0.6 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 133.1 0.9% 5 -0.9 pp -2.6 pp -3.2 pp -3.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 122.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 116.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 114.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 112.0 0.7% 5 +0.7 pp +0.7 pp +0.2 pp -1.2 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 107.3 7.2% 5 -0.9 pp -1.0 pp -1.2 pp -1.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 105.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 104.9 2.6% 5 -0.0 pp +0.6 pp +1.6 pp +1.6 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 103.0 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 102.3 1.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 101.2 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Saudi Central Bank CIK 0001918181 0.602 505 96.6 1.3% 4 -0.5 pp -2.2 pp -2.2 pp +1.3 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 91.3 0.6% 5 -0.5 pp -0.2 pp -0.4 pp -1.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 88.9 0.1% 6 -0.1 pp +0.1 pp -0.1 pp -0.4 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 88.1 2.4% 5 +0.0 pp -0.2 pp +0.0 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 86.1 0.0% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 78.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 77.0 3.2% 5 -1.5 pp -2.6 pp -2.7 pp -3.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 76.8 0.6% 5 -0.0 pp -0.4 pp -0.6 pp -0.8 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 72.6 1.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 69.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 67.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 64.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.3 pp
Caption Management, LLC CIK 0001706766 0.079 538 61.6 2.2% 2 +2.1 pp +2.2 pp +2.2 pp +2.2 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 59.8 0.8% 5 -0.1 pp -0.2 pp -1.1 pp -0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 59.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 58.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 57.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 56.2 0.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 54.6 0.1% 5 +0.1 pp -0.1 pp -0.0 pp -0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 54.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 54.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 53.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 52.7 0.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.4 pp
Main Management LLC CIK 0001583092 0.804 95 51.2 3.4% 5 -2.7 pp -4.6 pp -2.2 pp -2.1 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 50.6 2.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 50.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 49.7 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 46.6 1.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
TIFF ADVISORY SERVICES, LLC CIK 0001271347 0.757 19 45.5 11.1% 5 -6.2 pp -15.7 pp -13.3 pp -15.9 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 44.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 44.5 0.6% 4 +0.5 pp +0.1 pp +0.4 pp +0.6 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 44.3 1.7% 5 +1.5 pp +0.5 pp +0.3 pp +0.4 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 41.7 0.3% 5 +0.3 pp -0.1 pp -0.3 pp -0.3 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 40.7 0.5% 5 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 38.0 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 37.3 2.6% 1 +2.6 pp -2.3 pp -4.2 pp -11.7 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 36.5 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 36.3 4.2% 5 +0.9 pp +1.0 pp +0.1 pp -0.4 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 36.1 4.8% 5 +0.5 pp -0.4 pp -0.5 pp -0.7 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 34.4 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 34.1 0.4% 6 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 34.1 6.5% 5 -1.4 pp -1.9 pp -2.2 pp -0.9 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 33.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 33.6 0.7% 5 +0.3 pp -0.1 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 33.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 33.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 31.6 1.6% 5 +0.5 pp -0.7 pp -1.2 pp -0.6 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 31.3 1.5% 5 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 31.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 31.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 30.7 1.4% 5 +0.1 pp +0.0 pp -0.7 pp -0.7 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 30.7 1.4% 5 -0.1 pp -0.5 pp -0.8 pp -1.2 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 30.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 29.5 9.4% 5 -0.8 pp -1.3 pp -1.2 pp -1.7 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 29.2 0.6% 5 -0.4 pp -0.4 pp +0.4 pp -2.7 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 28.8 2.2% 1 +2.2 pp -0.1 pp +2.2 pp +2.2 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 28.6 1.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 28.0 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 27.2 5.3% 5 +0.9 pp -1.0 pp -1.3 pp -1.5 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 26.6 0.4% 1 +0.4 pp -0.7 pp +0.4 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 26.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 26.2 0.6% 5 +0.1 pp +0.1 pp -0.3 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 25.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 25.6 1.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 25.5 0.1% 5 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 25.3 0.1% 5 +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 25.3 3.1% 5 -1.5 pp -2.7 pp -2.8 pp -3.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 24.8 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 23.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 23.6 0.6% 5 -0.0 pp -0.3 pp +0.1 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 23.5 0.4% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 23.4 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 23.2 7.5% 5 -0.3 pp -0.9 pp -1.0 pp -1.3 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 23.1 2.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 22.1 0.3% 5 -0.0 pp +0.2 pp +0.2 pp -0.1 pp
Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 22.0 3.8% 5 -0.4 pp -0.0 pp -0.1 pp -0.3 pp
Clarity Financial LLC CIK 0001862145 0.368 127 21.8 1.9% 5 -0.3 pp -0.5 pp +0.2 pp +0.1 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 21.8 0.6% 1 +0.6 pp +0.6 pp -0.1 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 21.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 21.3 2.6% 5 -0.0 pp -0.5 pp -0.8 pp -0.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 21.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 21.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 20.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 20.7 7.8% 5 -0.1 pp -0.1 pp +0.5 pp +1.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 20.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 20.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 20.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 19.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 18.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 18.5 2.3% 5 -1.2 pp -1.6 pp -1.7 pp -2.5 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 18.5 1.1% 5 -0.0 pp -2.0 pp -2.0 pp -2.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 18.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 18.4 3.6% 5 +0.0 pp -0.2 pp +0.3 pp +0.4 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 18.1 1.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 18.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 18.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 17.8 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 17.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 17.0 1.5% 5 -0.1 pp -1.3 pp -1.2 pp -1.4 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 16.9 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 16.9 1.6% 4 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
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Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -7.3 pp
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AMJ Financial Wealth Management CIK 0001801585 0.571 83 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
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CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.7 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -1.0 pp -0.1 pp -0.1 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 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 -0.4 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aragon Global Management, LP CIK 0001991518 0.196 23 0.0 0.0% 0 +0.0 pp -2.1 pp -2.1 pp -2.6 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -2.8 pp -2.7 pp -2.7 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 XLF). Qtrs Held counts distinct quarters this fund has actually held XLF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLF position size. Δ columns are the percentage-point change in XLF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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