Signals

XME

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

Flow ranking

Rank#483
Score / z0.342 / 0.47
Consensus127.38 over 245 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-4% / 2.2d

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
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 255.5 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 195.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 155.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 142.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 119.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 107.2 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Vanderbilt University CIK 0001825985 0.404 74 100.9 17.2% 3 +2.2 pp +4.9 pp +17.2 pp +17.2 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 86.9 1.0% 3 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 79.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 63.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 54.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 52.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 47.0 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 31.9 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 29.6 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 27.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 13.4 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Condire Management, LP CIK 0001847739 0.000 1 12.7 1.3% 3 +1.3 pp -0.1 pp +1.3 pp +1.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 11.1 3.0% 3 +0.1 pp +0.7 pp +3.0 pp +3.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.9 0.0% 3 +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 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 9.6 5.8% 3 -0.4 pp +0.3 pp +5.8 pp +5.8 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 9.3 4.6% 2 +2.2 pp +4.6 pp +4.6 pp +4.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 9.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 8.9 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 8.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ted Buchan & Co CIK 0002033413 0.435 95 7.9 2.9% 3 +0.2 pp +0.5 pp +2.9 pp +2.9 pp
FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 7.8 3.6% 3 +0.2 pp +0.9 pp +3.6 pp +3.6 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 6.8 1.3% 3 +0.1 pp +0.3 pp +1.3 pp +1.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HERBST GROUP, LLC CIK 0001909319 0.108 65 6.3 3.7% 3 +0.2 pp +0.9 pp +3.7 pp +3.7 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 6.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 6.1 0.9% 3 +0.2 pp +0.4 pp +0.9 pp +0.9 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 5.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 5.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 5.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Caption Management, LLC CIK 0001706766 0.079 538 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 5.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Woodline Partners LP CIK 0001784547 0.424 1011 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 5.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 4.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 4.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.2 0.0% 3 +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 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 4.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 4.0 1.4% 3 -0.4 pp +0.0 pp +1.4 pp +1.4 pp
Walleye Trading LLC CIK 0001388391 0.179 946 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 3.4 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 3.3 1.2% 3 +0.1 pp +0.3 pp +1.2 pp +1.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yong Rong (HK) Asset Management Ltd CIK 0001738071 0.000 7 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 3.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 3.0 0.4% 3 -0.5 pp -0.1 pp +0.4 pp +0.4 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 2.7 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 2.7 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
PFG Advisors CIK 0001694435 0.248 791 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 2.3 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 2.2 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 2.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 2.1 0.0% 1 +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 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maytree Asset Management Ltd CIK 0001869683 0.011 44 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.9 0.6% 4 +0.0 pp +0.2 pp +0.2 pp +0.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 1.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.4 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financially Speaking Inc CIK 0002040901 0.000 103 1.4 0.9% 2 -3.4 pp +0.9 pp +0.9 pp +0.9 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 1.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.2 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 1.1 0.8% 3 +0.1 pp +0.3 pp +0.8 pp +0.8 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fox Hill Wealth Management CIK 0002016110 0.179 120 1.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
JGP Global Gestao de Recursos Ltda. CIK 0001536562 0.000 29 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Arizona PSPRS Trust CIK 0001565332 0.939 14 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL MANAGEMENT ASSOCIATES /NY/ CIK 0000825293 0.116 44 0.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 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
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -1.6 pp -1.3 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
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 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
Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 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
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
Empowered Funds, LLC CIK 0001592828 0.549 2112 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
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.1 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 -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
EHP Funds Inc. CIK 0001927881 0.000 25 0.0 0.0% 0 -2.5 pp -1.8 pp +0.0 pp +0.0 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 -0.1 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
Squarepoint Ops LLC CIK 0001642575 0.419 2729 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.7 pp -0.1 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
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEARLE & CO. CIK 0000710127 0.281 194 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -0.0 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 +0.0 pp -0.1 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
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 +0.0 pp -13.2 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.1 pp -0.2 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
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 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
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
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
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 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 (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