Signals

← Signals

☆XLRE

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

Flow ranking

Rank#23683
Score / z-0.311 / -0.42
Consensus216.62 over 416 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 1,548.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 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 785.4 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 274.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 174.6 0.1% 1 +0.1 pp +0.1 pp +0.1 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 151.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 128.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 99.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 96.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 95.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 94.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 54.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 53.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 46.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 39.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 39.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 39.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 36.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 31.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 29.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisors, LLC CIK 0001775446 0.517 112 28.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 28.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 27.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 25.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 24.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 24.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 23.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 23.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 20.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 19.4 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 19.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 19.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 18.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 17.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 16.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 16.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 16.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.566 215 14.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 13.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 12.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Trust Asset Management LLC CIK 0001608376 0.915 229 12.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 12.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 12.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 12.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 12.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 11.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 9.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 9.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 9.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 8.5 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 8.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 7.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 7.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 7.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 7.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 7.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 6.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 6.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 6.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 6.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 6.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 6.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 5.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 5.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 5.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 5.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 4.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Capital Partners, LLC CIK 0001569833 0.587 89 4.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 4.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 4.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 4.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 4.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 3.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 3.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆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
☆Key FInancial Inc CIK 0001801720 0.372 1356 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
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 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
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 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
☆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
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 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
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 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
☆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
☆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
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 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
☆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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 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
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 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
☆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
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.278 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
☆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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.1 pp -0.2 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 XLRE). Qtrs Held counts distinct quarters this fund has actually held XLRE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XLRE position size. Δ columns are the percentage-point change in XLRE'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