Signals

← Signals

☆XME

514 in-universe funds with a nonzero position in XME within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22884
Score / z-0.254 / -0.25
Consensus159.19 over 290 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-4% / 2.0d

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 ▾
☆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 818.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 290.4 0.0% 6 +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 125.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 97.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 89.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 79.6 0.9% 4 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 78.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanderbilt University CIK 0001825985 0.404 74 77.9 14.8% 4 -2.4 pp -0.2 pp +2.5 pp +14.8 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 71.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 61.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 59.6 0.0% 5 +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 49.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 48.5 0.2% 4 +0.0 pp -0.2 pp -0.1 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 37.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 37.2 0.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 30.7 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 27.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 24.8 0.0% 4 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 19.9 3.3% 3 +1.0 pp +1.2 pp +3.3 pp +3.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 17.7 0.0% 1 +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 16.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.2 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 12.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 10.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 10.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 10.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 10.4 1.6% 4 +0.7 pp +0.9 pp +1.0 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 8.9 2.2% 4 -0.7 pp -0.6 pp -0.0 pp +2.2 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 7.7 3.7% 4 +0.1 pp +0.3 pp +1.1 pp +3.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 7.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 7.1 4.6% 4 -1.2 pp -1.6 pp -0.9 pp +4.6 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 7.1 1.4% 4 +0.1 pp +0.2 pp +0.4 pp +1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 7.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 6.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 6.7 2.4% 4 -0.4 pp -0.2 pp +0.0 pp +2.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 6.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 5.9 1.2% 3 +1.1 pp +1.1 pp +1.2 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 5.6 2.2% 2 +1.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 5.4 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 4.9 0.2% 1 +0.2 pp +0.0 pp -0.0 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 4.8 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 4.6 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 4.6 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Amitell Capital Pte Ltd CIK 0001807559 0.090 26 4.5 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 4.4 2.7% 4 -1.0 pp -0.9 pp -0.2 pp +2.7 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 4.3 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 4.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fosun International Ltd CIK 0001447884 0.512 73 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 3.5 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 3.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 3.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 3.3 0.9% 4 -0.5 pp -0.9 pp -0.5 pp +0.9 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 3.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.0 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 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 2.6 0.8% 4 -0.4 pp -0.3 pp -0.1 pp +0.8 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 2.6 0.5% 4 +0.0 pp +0.3 pp +0.3 pp +0.5 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.5 1.1% 4 -0.1 pp +0.0 pp +0.3 pp +1.1 pp
☆Risk Paradigm Group, LLC CIK 0001569886 0.224 57 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 2.3 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 2.3 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 1.9 0.9% 4 -0.1 pp +0.0 pp +0.2 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.9 0.0% 1 +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% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.7 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. CIK 0001894044 0.000 40 1.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.4 0.6% 4 +0.1 pp +0.3 pp +0.2 pp +0.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.4 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.3 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Arizona PSPRS Trust CIK 0001565332 0.939 14 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
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☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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