Signals

← Signals

☆XMHQ

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

Flow ranking

Rank#432
Score / z0.501 / 0.43
Consensus126.37 over 245 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+0% / 1.0d

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 459.1 0.1% 4 -0.0 pp -0.0 pp -0.0 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 249.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 145.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 132.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 121.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 98.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 97.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 92.5 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 74.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 67.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 50.8 2.4% 4 +0.8 pp +0.8 pp +0.8 pp +2.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 45.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 38.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆STRAIGHTLINE GROUP LLC CIK 0001444864 0.871 19 37.6 18.7% 4 -2.3 pp -2.1 pp -1.1 pp +18.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 35.5 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 34.4 1.6% 3 +0.1 pp +1.2 pp +1.6 pp +1.6 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 32.7 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 30.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 29.1 4.2% 4 +0.4 pp +0.2 pp +0.3 pp +4.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 26.9 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 25.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 21.4 1.0% 4 -0.5 pp -0.6 pp -0.6 pp +1.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 20.1 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 19.6 0.2% 4 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 19.5 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 19.0 2.8% 3 -0.1 pp -0.2 pp +2.8 pp +2.8 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 18.7 1.8% 4 -0.1 pp -0.1 pp +0.0 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 17.6 2.3% 4 +0.1 pp +0.1 pp +0.3 pp +2.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 16.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 15.8 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 15.5 0.9% 4 +0.0 pp +0.3 pp +0.1 pp +0.9 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 14.9 0.4% 4 +0.0 pp -0.4 pp -0.3 pp +0.4 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 14.6 3.7% 3 +2.0 pp +2.1 pp +3.7 pp +3.7 pp
☆CWM, LLC CIK 0001535847 0.788 5645 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 14.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 13.5 5.9% 4 +0.4 pp -0.2 pp +0.3 pp +5.9 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 13.1 2.9% 4 +0.2 pp +0.2 pp +0.1 pp +2.9 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 13.0 8.0% 4 +0.9 pp +0.8 pp +1.5 pp +8.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 12.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 11.3 4.9% 6 -2.2 pp -1.1 pp -0.6 pp -0.2 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 11.3 2.2% 4 +0.1 pp +0.2 pp +0.3 pp +2.2 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 11.2 2.2% 4 +0.2 pp +0.2 pp +0.4 pp +2.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 10.4 1.8% 4 +0.0 pp +0.3 pp +0.4 pp +1.8 pp
☆Capital Developers, LLC CIK 0002105385 0.523 52 10.2 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 10.0 4.1% 4 +0.5 pp +0.4 pp +0.2 pp +4.1 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 9.5 2.7% 4 +0.2 pp +0.7 pp +1.1 pp +2.7 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 9.3 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 9.2 1.2% 4 +0.1 pp +0.0 pp +0.0 pp +1.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.1 0.1% 4 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 8.9 1.5% 4 +0.0 pp -0.0 pp +0.3 pp +1.5 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 8.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 8.8 0.6% 4 -0.0 pp -0.2 pp -0.2 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 7.9 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 7.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 7.7 5.2% 5 +0.2 pp +0.2 pp +2.3 pp +1.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.7 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 7.5 2.5% 4 +0.1 pp -0.0 pp +0.1 pp +2.5 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 7.5 1.2% 4 +0.1 pp +0.8 pp +0.8 pp +1.2 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 7.3 2.5% 4 +0.1 pp +0.3 pp +2.0 pp +2.5 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.2 2.4% 4 +0.0 pp -0.1 pp +0.0 pp +2.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 7.1 1.9% 4 +0.1 pp +0.0 pp -0.0 pp +1.9 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 7.0 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 6.3 2.1% 5 +0.2 pp -0.1 pp -0.1 pp +2.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 6.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 6.2 2.4% 4 -0.2 pp -0.3 pp -0.4 pp +2.4 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 6.1 4.2% 4 +0.0 pp -0.9 pp -1.9 pp +4.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 6.0 5.7% 2 +0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 5.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 5.9 2.2% 4 -0.0 pp -0.4 pp -7.3 pp +2.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 5.7 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 5.7 4.1% 5 +0.2 pp -0.1 pp -0.6 pp -0.7 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 5.6 0.6% 4 -1.9 pp -2.2 pp -3.3 pp +0.6 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.5 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 5.4 2.9% 4 -0.0 pp -0.4 pp -0.5 pp +2.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.3 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 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
☆Live Oak Investment Partners CIK 0001822262 0.329 93 5.1 3.0% 2 +0.0 pp +3.0 pp -0.2 pp +3.0 pp
☆Willow Financial LLC CIK 0002077046 0.158 37 5.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 5.0 1.3% 4 -0.1 pp -0.3 pp -5.1 pp +1.3 pp
☆Corecam AG CIK 0002110914 0.135 50 4.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.9 0.5% 4 +0.2 pp +0.2 pp -0.8 pp +0.5 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 4.8 1.5% 3 -0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 4.7 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 4.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 4.6 1.3% 4 -0.2 pp -0.6 pp -0.8 pp +1.3 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 4.5 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 4.5 1.3% 4 +0.1 pp +0.2 pp +0.3 pp +1.3 pp
☆Duncan Williams Asset Management, LLC CIK 0002011771 0.563 172 4.4 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 3.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 3.8 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 3.8 1.7% 4 +0.3 pp +0.2 pp +0.1 pp +1.7 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 3.8 2.3% 4 -4.1 pp -4.3 pp -4.0 pp +2.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 3.6 2.5% 4 -0.0 pp -0.1 pp -0.1 pp +2.5 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 3.5 3.5% 4 -0.6 pp -0.4 pp -0.5 pp +3.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 3.4 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 3.4 0.7% 4 +0.1 pp -0.6 pp -0.7 pp +0.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 3.3 1.6% 6 +0.1 pp +0.0 pp +0.1 pp -1.6 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 3.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 3.3 2.5% 4 -0.1 pp -0.2 pp -0.3 pp +2.5 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 3.0 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 2.8 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.8 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.467 259 2.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 2.7 0.5% 4 -0.3 pp -0.4 pp -0.3 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.6 0.3% 4 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 2.5 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 2.5 0.9% 4 -0.2 pp -3.0 pp -3.0 pp +0.9 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 2.5 1.3% 4 +0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 2.4 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 2.4 0.6% 4 +0.0 pp -0.2 pp -0.2 pp +0.6 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 2.4 2.9% 3 +0.2 pp -0.0 pp +2.9 pp +2.9 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 2.4 0.6% 4 -0.1 pp -0.1 pp -0.3 pp +0.6 pp
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☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 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
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.7 pp -0.8 pp -2.3 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 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 -0.0 pp -0.1 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Wealth Advisory Team LLC CIK 0002039196 0.609 39 0.0 0.0% 0 -3.0 pp +0.0 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
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Operose Advisors LLC CIK 0001909750 0.647 522 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 -0.2 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -4.1 pp -3.9 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 (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