Signals

XME

579 in-universe funds with a nonzero position in XME within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#769
Score / z0.167 / 0.18
Consensus165.70 over 319 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)
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
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 847.0 0.1% 6 -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 278.0 0.0% 7 -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 133.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanderbilt University CIK 0001825985 0.404 74 113.0 15.5% 5 +0.7 pp -1.7 pp +0.5 pp +3.2 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 111.9 0.8% 5 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 89.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 88.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 76.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 65.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 62.5 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 62.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 58.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 54.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NATIXIS CIK 0001274981 0.561 1107 48.5 0.2% 5 +0.0 pp +0.0 pp -0.2 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 41.3 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 40.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 30.6 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 27.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 27.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 23.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 23.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 21.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 18.4 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 17.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 17.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.9 0.0% 2 +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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 11.9 4.2% 3 +2.0 pp +3.1 pp +4.2 pp +4.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 11.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 10.9 1.4% 5 -0.2 pp +0.5 pp +0.7 pp +0.8 pp
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) CIK 0001599719 0.375 41 10.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
ALLIANZ SE CIK 0001127508 0.910 519 9.8 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 8.9 1.8% 5 -0.4 pp -1.2 pp -1.1 pp -0.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 8.7 1.8% 4 +1.5 pp +1.3 pp +1.6 pp +1.8 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 8.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 8.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 8.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 7.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 7.0 1.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 7.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 6.9 3.2% 5 -0.5 pp -0.4 pp -0.2 pp +0.5 pp
Ted Buchan & Co CIK 0002033413 0.435 95 6.9 2.3% 5 -0.2 pp -0.6 pp -0.4 pp -0.2 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 6.7 3.8% 5 -0.8 pp -2.0 pp -2.4 pp -1.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 6.2 1.4% 1 +1.4 pp +0.2 pp +1.4 pp +1.4 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 5.0 2.0% 4 +0.2 pp +0.2 pp +0.1 pp +2.0 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 4.9 0.5% 5 -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 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Amitell Capital Pte Ltd CIK 0001807559 0.091 26 4.5 4.1% 2 -3.1 pp +4.1 pp +4.1 pp +4.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 4.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 4.2 0.4% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 4.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 3.7 0.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Arch Global Advisors, LLC CIK 0002126837 0.449 59 3.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERBST GROUP, LLC CIK 0001909319 0.108 65 3.6 1.9% 5 -0.8 pp -1.8 pp -1.6 pp -0.9 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.6 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 3.5 0.0% 6 -0.1 pp -0.2 pp -0.0 pp +0.0 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 3.4 1.0% 5 +0.1 pp -0.4 pp -0.8 pp -0.4 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 3.3 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advocate Investing Services LLC CIK 0002110509 0.219 460 3.2 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bienville Capital Management, LLC CIK 0001605070 0.131 92 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 2.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 2.7 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 2.7 0.6% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.6 0.2% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Risk Paradigm Group, LLC CIK 0001569886 0.224 57 2.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 2.5 0.7% 5 -0.1 pp -0.5 pp -0.4 pp -0.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 2.5 0.9% 5 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 2.2 0.5% 3 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.2 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANE BROTHERS & CO INC CIK 0001177416 0.353 95 2.0 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 1.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 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
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.9 0.5% 6 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.9 0.0% 5 -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% 5 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 1.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Woodline Partners LP CIK 0001784547 0.424 1011 1.7 0.0% 3 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.6 0.4% 5 -0.2 pp -0.1 pp +0.1 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 1.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.5 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.4 0.2% 5 +0.1 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 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 1.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 1.4 0.6% 3 -0.7 pp -0.5 pp +0.6 pp +0.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 5 -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% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 1.3 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.3 0.0% 3 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp -0.4 pp -0.9 pp -0.5 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 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
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.2 pp +0.0 pp -0.1 pp -0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 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
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. CIK 0001894044 0.000 40 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 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
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.2 pp -0.2 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
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.5 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
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 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
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
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
Keystone Financial Group CIK 0001729299 0.524 567 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
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 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
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +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 +0.0 pp +0.0 pp -1.6 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 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 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.1 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Condire Management, LP CIK 0001847739 0.000 1 0.0 0.0% 0 +0.0 pp -1.3 pp -0.0 pp -1.5 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.2 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
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
Guardian Capital, LLC CIK 0002083963 0.172 79 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.2 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
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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
Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 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
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
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 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
EHP Funds Inc. CIK 0001927881 0.000 25 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -1.8 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 -3.3 pp -2.3 pp -2.0 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
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
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
JGP Global Gestao de Recursos Ltda. CIK 0001536562 0.000 29 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 +0.0 pp -4.3 pp +0.0 pp +0.0 pp
Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 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
Maytree Asset Management Ltd CIK 0001869683 0.011 44 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
Yong Rong (HK) Asset Management Ltd CIK 0001738071 0.000 7 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +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% 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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