Signals

← Signals

☆XLG

669 in-universe funds with a nonzero position in XLG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#381
Score / z0.472 / 0.66
Consensus211.11 over 430 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)
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Fund Positions
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Quarters Held
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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 684.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 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 413.6 0.0% 5 +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 263.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 227.7 0.0% 3 +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 226.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 168.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 161.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 147.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 146.2 8.2% 3 -0.9 pp -0.5 pp +8.2 pp +8.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 143.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 119.6 4.5% 3 +0.1 pp +0.4 pp +4.5 pp +4.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 117.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 110.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 101.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 97.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 86.8 7.3% 3 +0.4 pp +0.6 pp +7.3 pp +7.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 72.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 68.3 2.9% 3 +0.1 pp +0.6 pp +2.9 pp +2.9 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 63.7 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 61.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 61.2 0.3% 3 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 58.4 4.4% 3 +0.1 pp +2.2 pp +4.4 pp +4.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 56.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 52.6 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 51.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 47.1 15.8% 3 +0.5 pp +1.0 pp +15.8 pp +15.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 45.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 42.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 42.5 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 39.6 2.4% 3 +0.6 pp +1.1 pp +2.4 pp +2.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 37.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 34.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 33.7 10.1% 3 +0.5 pp +1.6 pp +10.1 pp +10.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 33.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 30.9 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 27.8 8.3% 3 -0.3 pp -0.5 pp +8.3 pp +8.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 25.6 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 25.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 25.0 3.8% 3 +0.2 pp +2.2 pp +3.8 pp +3.8 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 24.4 3.4% 3 +0.1 pp +1.9 pp +3.4 pp +3.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 22.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 21.9 5.7% 3 +0.2 pp +0.3 pp +5.7 pp +5.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 21.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 20.9 4.4% 3 +1.2 pp +3.1 pp +4.4 pp +4.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 20.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 20.4 2.5% 3 +0.1 pp +1.4 pp +2.5 pp +2.5 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 20.2 3.8% 3 +1.0 pp +2.0 pp +3.8 pp +3.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 19.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 18.3 1.3% 3 +0.0 pp +0.7 pp +1.3 pp +1.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 17.5 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 17.0 1.3% 3 +0.5 pp +0.5 pp +1.3 pp +1.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 16.6 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 15.5 1.3% 3 -0.5 pp +0.3 pp +1.3 pp +1.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 15.3 0.7% 3 +0.3 pp +0.6 pp +0.7 pp +0.7 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 15.3 7.9% 3 +0.2 pp +0.4 pp +7.9 pp +7.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 15.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 15.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 15.0 2.0% 3 +0.3 pp +0.7 pp +2.0 pp +2.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 14.7 2.3% 3 +0.0 pp +1.8 pp +2.3 pp +2.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 14.6 2.2% 3 +0.3 pp +1.3 pp +2.2 pp +2.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 14.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 13.7 10.1% 3 -0.0 pp +0.2 pp +10.1 pp +10.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 13.7 4.9% 3 +0.1 pp +1.9 pp +4.9 pp +4.9 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 13.7 8.5% 3 -1.0 pp -0.9 pp +8.5 pp +8.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 12.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 12.2 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 12.0 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 11.9 2.5% 3 -0.2 pp -0.2 pp +2.5 pp +2.5 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 11.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 10.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 10.2 2.4% 3 +0.5 pp +1.4 pp +2.4 pp +2.4 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 10.1 0.7% 3 +0.6 pp +0.6 pp +0.7 pp +0.7 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 10.1 2.4% 3 +0.5 pp +1.1 pp +2.4 pp +2.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 9.9 4.1% 3 +0.2 pp +2.0 pp +4.1 pp +4.1 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 9.8 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 9.7 1.8% 4 -0.1 pp -0.5 pp -0.9 pp +1.8 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 9.6 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 9.6 3.9% 3 +1.0 pp +0.4 pp +3.9 pp +3.9 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 9.6 4.0% 2 -0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 9.6 5.6% 3 +1.1 pp +1.1 pp +5.6 pp +5.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 9.5 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 9.4 1.1% 3 +0.0 pp +0.6 pp +1.1 pp +1.1 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 9.3 9.1% 3 +1.6 pp +5.1 pp +9.1 pp +9.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 9.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 8.5 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 7.9 1.3% 3 -0.3 pp +0.6 pp +1.3 pp +1.3 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 7.4 2.0% 3 +0.9 pp +1.1 pp +2.0 pp +2.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 7.2 2.3% 3 +0.2 pp +1.2 pp +2.3 pp +2.3 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 7.0 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 6.8 2.9% 3 -0.0 pp -0.0 pp +2.9 pp +2.9 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 6.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 6.3 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 6.3 2.8% 3 +0.7 pp +0.7 pp +2.8 pp +2.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 6.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 5.9 1.7% 3 +0.6 pp +0.6 pp +1.7 pp +1.7 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.9 0.2% 4 -0.0 pp +0.1 pp -0.3 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.7 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 5.6 3.7% 3 +0.1 pp -0.0 pp +3.7 pp +3.7 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 5.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 5.3 2.0% 4 +0.0 pp +0.0 pp +0.0 pp +2.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 5.2 2.2% 4 +0.4 pp +0.5 pp +0.9 pp +2.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.0 3.1% 3 +1.0 pp +1.9 pp +3.1 pp +3.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 5.0 4.3% 3 -4.0 pp -3.7 pp +4.3 pp +4.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ackerman Asset Management, LLC CIK 0002067071 0.836 38 4.8 3.2% 3 -0.1 pp -0.2 pp +3.2 pp +3.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 4.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 4.6 0.9% 3 -0.4 pp +0.2 pp +0.9 pp +0.9 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.4 1.5% 3 -0.0 pp +0.7 pp +1.5 pp +1.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 4.3 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 4.2 2.7% 3 +0.1 pp +0.2 pp +2.7 pp +2.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 4.1 1.4% 3 -0.3 pp -0.2 pp +1.4 pp +1.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 4.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 3.9 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.9 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 3.8 2.1% 3 -0.0 pp +1.1 pp +2.1 pp +2.1 pp
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☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 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
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 -0.1 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
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆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
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -1.6 pp -1.5 pp +0.0 pp +0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp -1.6 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
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.6 pp -0.2 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -1.2 pp -0.9 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 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
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 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
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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