Signals

← Signals

☆XME

324 in-universe funds with a nonzero position in XME within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#581
Score / z0.243 / 0.36
Consensus120.28 over 221 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 ▾
☆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 236.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 214.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 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 174.2 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 111.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 100.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanderbilt University CIK 0001825985 0.404 74 90.6 15.0% 2 +2.7 pp +15.0 pp +15.0 pp +15.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 76.1 0.0% 4 -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 75.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 75.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 53.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 45.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 41.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.5 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 31.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 19.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 18.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 16.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 10.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 10.1 6.2% 2 +0.7 pp +6.2 pp +6.2 pp +6.2 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 10.0 2.9% 2 +0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 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 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 7.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 7.1 3.4% 2 +0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 6.8 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 6.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 6.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 5.7 3.6% 2 +0.7 pp +3.6 pp +3.6 pp +3.6 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 5.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 5.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 5.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 4.8 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 4.7 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 4.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 4.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 4.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 3.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 3.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 3.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 3.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Quarry LP CIK 0001965207 0.031 2367 3.0 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.3 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.0 0.0% 2 +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 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHP Funds Inc. CIK 0001927881 0.000 25 1.9 2.5% 2 +0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.8 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 1.7 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 1.4 0.0% 2 +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 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 1.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NFSG Corp CIK 0001879757 0.275 1245 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Black Maple Capital Management LP CIK 0001588959 0.231 82 1.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fox Hill Wealth Management CIK 0002016110 0.179 120 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.7 0.6% 4 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 -0.0 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
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 -0.1 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 -13.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.1 pp +0.0 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 XME). Qtrs Held counts distinct quarters this fund has actually held XME (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XME position size. Δ columns are the percentage-point change in XME's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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