Signals

XLRE

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

Flow ranking

Rank#21652
Score / z0.000 / -0.01
Consensus238.30 over 466 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
Creative Planning CIK 0001540235 0.979 4196 1,795.3 1.3% 3 -0.0 pp -0.0 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 801.1 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 261.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 231.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 161.7 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 156.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 131.9 2.8% 3 -0.3 pp -0.4 pp +2.8 pp +2.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 93.9 0.0% 3 -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 75.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 61.3 4.4% 3 -0.4 pp -0.5 pp +4.4 pp +4.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 60.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 59.9 0.9% 3 -0.1 pp -0.6 pp +0.9 pp +0.9 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 52.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 52.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 52.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 48.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 46.2 0.7% 3 -0.0 pp +0.4 pp +0.7 pp +0.7 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 42.9 0.5% 3 -2.2 pp -0.8 pp +0.5 pp +0.5 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 42.6 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 33.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 32.9 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 30.9 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 28.3 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 26.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.6 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 23.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stadion Money Management, LLC CIK 0001321220 0.841 27 23.1 1.9% 3 +0.3 pp +0.3 pp +1.9 pp +1.9 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 22.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 21.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 21.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 19.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 18.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 18.4 2.8% 3 -0.5 pp -0.9 pp +2.8 pp +2.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 15.5 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 14.9 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 13.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 13.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 12.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 12.4 4.0% 3 +0.4 pp +0.3 pp +4.0 pp +4.0 pp
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 12.2 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 12.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 11.9 0.4% 3 +0.4 pp -0.3 pp +0.4 pp +0.4 pp
Hudock, Inc. CIK 0001543536 0.674 217 11.9 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 11.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Trust Asset Management LLC CIK 0001608376 0.915 229 11.5 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 11.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 10.3 2.4% 3 -0.6 pp -0.6 pp +2.4 pp +2.4 pp
FARMERS TRUST CO CIK 0001318055 0.291 203 10.3 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 10.2 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 9.8 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 9.8 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 9.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 9.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.1 0.0% 3 -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 8.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 8.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
StrongBox Wealth, LLC CIK 0001812155 0.387 267 8.0 2.6% 3 -0.1 pp +1.0 pp +2.6 pp +2.6 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 7.6 1.2% 1 +1.2 pp +0.0 pp +1.2 pp +1.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 7.5 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.3 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 7.3 3.6% 3 +0.1 pp +0.0 pp +3.6 pp +3.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 6.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Certified Advisory Corp CIK 0001731732 0.386 327 6.8 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 6.8 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 6.5 0.5% 3 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 6.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.0 0.1% 4 -0.2 pp -0.4 pp -0.7 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 5.6 2.5% 3 +0.1 pp +0.0 pp +2.5 pp +2.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 5.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 5.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 5.3 1.2% 3 -3.6 pp -3.7 pp +1.2 pp +1.2 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
American National Bank of Texas CIK 0002086953 0.569 56 5.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 5.1 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CacheTech Inc. CIK 0002013390 0.380 169 5.0 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
Adams Wealth Management CIK 0001803084 0.408 147 5.0 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 4.7 5.8% 3 +2.5 pp +1.7 pp +5.8 pp +5.8 pp
INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 4.6 1.7% 3 -0.5 pp -0.6 pp +1.7 pp +1.7 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FLC Capital Advisors CIK 0001713697 0.549 229 4.5 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 4.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 4.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 4.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 4.4 1.1% 3 -0.3 pp -0.2 pp +1.1 pp +1.1 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 4.3 1.1% 3 -0.2 pp -1.3 pp +1.1 pp +1.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 4.3 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 4.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 4.2 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 4.2 1.0% 3 -0.2 pp -0.3 pp +1.0 pp +1.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 4.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 3.9 2.2% 3 +0.0 pp +0.0 pp +2.2 pp +2.2 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 3.8 0.4% 3 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.7 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
United Bank CIK 0001697791 0.298 122 3.6 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 3.5 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 3.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 3.4 0.6% 3 -0.0 pp -0.8 pp +0.6 pp +0.6 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 3.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 3.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.1 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 3.0 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 3.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FORBES J M & CO LLP CIK 0001067532 0.642 159 3.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 3.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 2.8 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Spire Wealth Management CIK 0001858740 0.515 2226 2.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 2.7 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 2.7 1.9% 3 -0.2 pp -0.1 pp +1.9 pp +1.9 pp
J. Team Financial, Inc. CIK 0002107629 0.119 102 2.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.4 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 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
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 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
Iyo Bank, Ltd. CIK 0001890435 0.442 32 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 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
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.0 0.0% 0 +0.0 pp -0.1 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
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 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
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First National Bank of Hutchinson CIK 0001313871 0.374 90 0.0 0.0% 0 -0.2 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 (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