Signals

XLG

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

Flow ranking

Rank#22750
Score / z-0.151 / -0.16
Consensus153.12 over 301 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-73% / 1.0d

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
LPL Financial LLC CIK 0001403438 0.957 5996 545.0 0.1% 4 -0.0 pp -0.0 pp -0.0 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 354.9 0.0% 6 -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 191.3 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 176.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 155.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 147.2 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 139.3 8.0% 4 -0.3 pp -1.2 pp -0.8 pp +8.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 113.0 4.1% 4 -0.4 pp -0.3 pp +0.0 pp +4.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 100.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 88.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 85.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 85.3 7.5% 4 +0.1 pp +0.5 pp +0.7 pp +7.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 79.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 72.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 65.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 60.0 2.3% 4 -0.2 pp -0.2 pp -0.1 pp +2.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 55.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 54.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 49.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 47.7 0.4% 4 -0.2 pp -0.3 pp -0.2 pp +0.4 pp
Demars Financial Group, LLC CIK 0001723115 0.575 113 42.3 13.9% 4 -1.9 pp -1.4 pp -0.9 pp +13.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 40.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 40.1 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 39.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 38.5 1.1% 4 +0.6 pp +0.6 pp +0.5 pp +1.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 37.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 36.0 0.3% 4 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 35.9 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 32.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 31.8 9.2% 4 -0.8 pp -0.3 pp +0.8 pp +9.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 31.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 24.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 22.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 21.3 5.1% 4 -0.6 pp -0.4 pp -0.3 pp +5.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 21.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 19.6 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 19.5 2.4% 4 -1.4 pp -0.4 pp +0.6 pp +2.4 pp
QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 18.4 5.6% 4 -2.7 pp -3.0 pp -3.2 pp +5.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 16.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 15.7 0.6% 4 -0.6 pp -0.5 pp -0.5 pp +0.6 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 13.8 1.9% 4 -0.1 pp +0.1 pp +0.5 pp +1.9 pp
Cyr Financial Inc. CIK 0002010666 0.648 62 13.6 8.0% 4 -0.5 pp -1.5 pp -1.4 pp +8.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.9 0.1% 4 -0.2 pp -0.1 pp -0.2 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 12.5 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.3 0.1% 4 -0.3 pp -0.1 pp -0.2 pp +0.1 pp
Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 12.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 11.8 0.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 11.6 0.0% 1 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 11.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Estate Planners Group, LLC CIK 0002118977 0.584 70 11.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 10.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
JSF Financial, LLC CIK 0001802224 0.568 141 9.8 1.9% 4 -0.1 pp -0.3 pp -0.2 pp +1.9 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 9.6 1.9% 4 -0.6 pp -0.7 pp -0.7 pp +1.9 pp
Seros Financial, LLC CIK 0002039918 0.495 66 9.4 6.0% 4 +0.4 pp +1.4 pp +1.5 pp +6.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 9.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
KPP Advisory Services LLC CIK 0001989349 0.345 361 9.1 1.3% 3 -0.1 pp +0.1 pp +1.3 pp +1.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 9.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 8.6 0.1% 4 -0.0 pp -0.0 pp -0.0 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 8.6 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 8.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 8.0 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 7.9 3.7% 5 +1.5 pp +1.9 pp +1.9 pp +2.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 7.6 2.0% 4 +0.1 pp +1.0 pp +1.1 pp +2.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 7.4 1.1% 4 -1.1 pp -0.8 pp +0.2 pp +1.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.0 0.2% 4 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
PMG Wealth Management, Inc. CIK 0002052904 0.466 61 6.9 5.0% 4 -5.1 pp -5.1 pp -4.9 pp +5.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 6.4 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.1 0.2% 4 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 6.0 0.3% 4 -0.5 pp -0.2 pp +0.2 pp +0.3 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 5.8 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 5.7 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
CWM, LLC CIK 0001535847 0.788 5645 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.5 0.2% 5 -0.0 pp -0.1 pp +0.1 pp -0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.4 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 5.0 3.5% 4 -0.2 pp -0.2 pp -0.3 pp +3.5 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 4.9 2.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 4.8 2.8% 4 -0.3 pp +0.7 pp +1.6 pp +2.8 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 4.5 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 4.5 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.5 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
Ackerman Asset Management, LLC CIK 0002067071 0.836 38 4.4 3.1% 4 -0.1 pp -0.3 pp -0.3 pp +3.1 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 4.4 1.0% 4 -1.4 pp -0.9 pp -0.3 pp +1.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 4.3 0.7% 4 -0.6 pp -1.0 pp -0.0 pp +0.7 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Stenger Family Office, LLC CIK 0002056106 0.508 123 4.3 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthPoint Financial, LLC CIK 0002040860 0.147 126 4.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 4.0 0.7% 5 -1.1 pp -1.2 pp -1.6 pp -2.0 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 3.9 1.8% 4 -0.9 pp -0.2 pp -0.2 pp +1.8 pp
Laraway Financial Advisors Inc CIK 0001908275 0.241 140 3.9 2.7% 4 -0.0 pp +0.1 pp +0.1 pp +2.7 pp
&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.8 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 3.8 1.2% 4 -0.2 pp -0.5 pp -0.4 pp +1.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.6 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 3.6 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 3.6 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 3.6 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial Consulting LLC CIK 0002065794 0.400 49 3.5 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 3.4 0.8% 4 -0.1 pp -0.6 pp +0.0 pp +0.8 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 3.4 0.2% 4 -0.0 pp -0.1 pp -0.3 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 3.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 3.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.2 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 3.1 2.9% 4 -0.5 pp -0.8 pp -0.2 pp +2.9 pp
FMR LLC CIK 0000315066 0.989 5571 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 3.1 1.1% 4 -0.2 pp -1.2 pp -1.1 pp +1.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.0 0.1% 4 -0.3 pp -0.2 pp -0.2 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.9 0.0% 1 +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 2.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.8 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 4 +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 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 2.7 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 2.6 1.6% 3 -0.4 pp -0.5 pp +1.6 pp +1.6 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 2.6 1.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 2.6 1.1% 4 -0.6 pp +0.0 pp -0.1 pp +1.1 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.5 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.5 1.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 2.4 1.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Copia Wealth Management CIK 0002058771 0.232 570 2.1 1.4% 5 -1.0 pp -1.2 pp -1.3 pp -1.4 pp
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RM Financial Services, LLC CIK 0002109852 0.299 79 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 1.3 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
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CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
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AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 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 -0.6 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.7 pp -0.7 pp -0.6 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -1.6 pp -1.5 pp +0.0 pp
CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 0.0 0.0% 0 -4.0 pp -4.4 pp +0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 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
Security Financial Services, INC. CIK 0001913590 0.442 203 0.0 0.0% 0 -2.3 pp -2.3 pp -0.5 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -0.4 pp -0.4 pp -0.2 pp +0.0 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 -0.6 pp -0.5 pp -0.3 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 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 -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 -2.7 pp -2.7 pp -2.4 pp +0.0 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -7.9 pp -7.7 pp -7.5 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -1.0 pp -0.8 pp -0.3 pp -0.2 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.0 0.0% 0 -3.8 pp -3.6 pp -1.6 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
Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 -0.1 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 -0.1 pp -0.1 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.6 pp -0.2 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
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
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -1.0 pp -1.0 pp -1.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -2.1 pp -2.2 pp -1.1 pp +0.0 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -3.9 pp -2.9 pp -3.5 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 -0.6 pp -0.7 pp -0.3 pp +0.0 pp
Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 -0.4 pp -0.5 pp -0.2 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 XLG). Qtrs Held counts distinct quarters this fund has actually held XLG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLG position size. Δ columns are the percentage-point change in XLG'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