Signals

← Signals

☆XMHQ

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

Flow ranking

Rank#344
Score / z0.559 / 0.78
Consensus123.85 over 242 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 473.4 0.1% 3 -0.0 pp -0.0 pp +0.1 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 247.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 143.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 133.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 122.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 98.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 98.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 83.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 65.9 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 57.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 47.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 45.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 38.4 21.0% 3 +0.2 pp +1.2 pp +21.0 pp +21.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 33.8 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 33.8 1.5% 2 +1.1 pp +1.5 pp +1.5 pp +1.5 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 33.6 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 31.9 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 31.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 31.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 31.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 29.3 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 28.1 3.8% 3 -0.2 pp -0.2 pp +3.8 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 25.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 23.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 19.6 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 19.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 18.5 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 16.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 16.5 2.2% 3 +0.0 pp +0.2 pp +2.2 pp +2.2 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 14.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 14.6 2.9% 3 -0.1 pp -0.2 pp +2.9 pp +2.9 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 14.5 0.9% 3 +0.3 pp +0.0 pp +0.9 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.3 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 14.3 0.4% 3 -0.4 pp -0.3 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 13.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 13.3 7.0% 5 +1.1 pp +1.6 pp +1.9 pp +3.1 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 12.6 5.5% 3 -0.7 pp -0.1 pp +5.5 pp +5.5 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 12.3 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 12.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 12.0 7.1% 3 -0.1 pp +0.7 pp +7.1 pp +7.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 10.3 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 9.8 1.8% 3 +0.3 pp +0.4 pp +1.8 pp +1.8 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 9.8 2.0% 3 -0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 9.3 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 9.2 6.4% 3 -0.2 pp +0.1 pp +6.4 pp +6.4 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 9.0 3.6% 3 -0.1 pp -0.3 pp +3.6 pp +3.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 8.7 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 8.7 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 8.5 2.4% 3 +0.4 pp +0.9 pp +2.4 pp +2.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 8.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 8.4 1.5% 3 -0.1 pp +0.3 pp +1.5 pp +1.5 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 8.2 5.0% 4 +0.0 pp +2.1 pp +1.2 pp +5.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 8.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 8.1 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 7.4 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.3 2.4% 3 -0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 7.2 2.4% 3 -0.1 pp +0.0 pp +2.4 pp +2.4 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 7.2 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 6.9 2.4% 3 +0.2 pp +2.0 pp +2.4 pp +2.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 6.4 2.6% 3 -0.1 pp -0.3 pp +2.6 pp +2.6 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 6.1 4.1% 3 -0.9 pp -1.9 pp +4.1 pp +4.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 6.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 6.0 1.0% 3 +0.7 pp +0.7 pp +1.0 pp +1.0 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 6.0 1.9% 4 -0.3 pp -0.3 pp +1.8 pp +1.9 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 6.0 2.2% 3 -0.4 pp -7.3 pp +2.2 pp +2.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 6.0 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 5.8 2.5% 3 -0.3 pp -1.4 pp +2.5 pp +2.5 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 5.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 5.3 2.9% 3 -0.4 pp -0.5 pp +2.9 pp +2.9 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 5.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 5.2 1.5% 3 -0.3 pp -0.6 pp +1.5 pp +1.5 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 5.2 1.4% 3 -0.2 pp -4.9 pp +1.4 pp +1.4 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 5.2 3.9% 4 -0.3 pp -0.8 pp -0.9 pp +3.9 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.1 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 5.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 5.1 1.3% 3 -0.2 pp -0.5 pp +1.3 pp +1.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 4.9 3.0% 1 +3.0 pp -0.3 pp +3.0 pp +3.0 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 4.8 4.0% 3 +0.1 pp +0.1 pp +4.0 pp +4.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 4.8 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 4.6 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 4.3 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 4.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 4.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 3.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 3.7 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 3.7 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 3.6 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 3.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Wealth Advisory Team LLC CIK 0002039196 0.609 39 3.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 3.3 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 3.2 1.5% 5 -0.0 pp +0.1 pp -1.7 pp -1.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 3.2 0.6% 3 -0.7 pp -0.7 pp +0.6 pp +0.6 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 3.1 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.0 0.3% 3 -0.0 pp -1.0 pp +0.3 pp +0.3 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 2.9 1.0% 3 -2.9 pp -2.8 pp +1.0 pp +1.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 2.9 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.8 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 2.6 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 2.6 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 2.5 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 2.4 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 2.3 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 2.3 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 2.2 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 2.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
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☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 -9.5 pp -7.8 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
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 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 -0.2 pp +0.0 pp +0.0 pp
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☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 -0.1 pp -0.2 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
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.1 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
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
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☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 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 -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
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☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -5.9 pp -6.1 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -4.1 pp -3.9 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 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 XMHQ). Qtrs Held counts distinct quarters this fund has actually held XMHQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XMHQ position size. Δ columns are the percentage-point change in XMHQ'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