Signals

← Signals

☆XMHQ

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

Flow ranking

Rank#323
Score / z0.615 / 0.92
Consensus115.79 over 232 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)
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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 519.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 226.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 137.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 124.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 123.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 102.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 74.2 0.1% 2 +0.0 pp +0.1 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 68.3 0.0% 3 +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 54.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.4 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 47.8 0.1% 3 -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 47.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 36.1 20.8% 2 +1.0 pp +20.8 pp +20.8 pp +20.8 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 33.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 32.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 32.4 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 31.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 31.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 29.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 28.9 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 23.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 19.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 18.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 17.5 9.5% 2 +1.8 pp +9.5 pp +9.5 pp +9.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 17.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 17.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 15.8 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 15.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 14.8 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 14.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 14.2 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 13.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 13.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 12.7 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 12.4 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 12.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 11.9 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 11.7 6.1% 2 +0.5 pp +6.1 pp +6.1 pp +6.1 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 11.6 7.2% 2 +0.7 pp +7.2 pp +7.2 pp +7.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 11.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 11.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 11.2 6.0% 4 +0.5 pp +0.8 pp +2.1 pp +6.0 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 11.1 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 10.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 9.5 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 9.5 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 9.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 9.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 9.1 6.6% 2 +0.3 pp +6.6 pp +6.6 pp +6.6 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 9.1 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 8.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 8.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 8.3 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 8.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 8.2 5.0% 3 +2.1 pp +1.2 pp +5.0 pp +5.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 7.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 7.6 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 7.3 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 7.3 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.2 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 6.8 2.2% 3 +0.0 pp +2.1 pp +2.2 pp +2.2 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 6.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 6.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 6.4 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 6.4 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 6.3 2.6% 2 -6.8 pp +2.6 pp +2.6 pp +2.6 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 6.3 5.1% 2 -0.9 pp +5.1 pp +5.1 pp +5.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 6.0 1.6% 2 -4.7 pp +1.6 pp +1.6 pp +1.6 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 6.0 2.2% 2 +1.7 pp +2.2 pp +2.2 pp +2.2 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 5.9 2.8% 2 -1.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 5.9 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 5.8 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 5.7 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Snider Financial Group CIK 0001820681 0.424 103 5.5 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 5.4 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 5.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 5.4 4.1% 3 -0.5 pp -0.6 pp +4.1 pp +4.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 4.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 4.7 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 4.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.1 0.0% 2 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 4.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 3.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 3.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 3.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 3.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 3.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 3.5 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆BFSG, LLC CIK 0001706836 0.376 765 3.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 3.3 1.5% 4 +0.1 pp -1.6 pp -1.8 pp +1.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.2 0.3% 2 -1.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 3.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 3.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.467 259 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 2.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 2.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 2.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 2.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 2.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 2.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 2.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 2.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.1 0.0% 1 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.2 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
☆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
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.2 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
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 -3.3 pp +0.0 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -1.6 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
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -6.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆360 Financial, Inc. CIK 0001802324 0.655 85 0.0 0.0% 0 -0.1 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status