Signals

← Signals

☆XMMO

336 in-universe funds with a nonzero position in XMMO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#483
Score / z0.377 / 0.46
Consensus109.98 over 223 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 361.3 0.1% 1 +0.1 pp +0.1 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 215.3 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 113.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 91.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 85.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 83.7 0.0% 1 +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 76.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 71.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 70.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 59.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 50.1 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 40.9 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 33.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 29.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 26.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 21.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.2 0.1% 3 +0.0 pp -0.5 pp +0.1 pp +0.1 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 16.5 14.1% 2 +0.2 pp +14.1 pp +14.1 pp +14.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 15.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 13.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 13.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 12.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 12.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 11.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 11.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 10.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 8.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 7.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 7.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 7.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 7.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 6.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 6.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 5.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 4.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NWAM LLC CIK 0001655006 0.392 684 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 4.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 4.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 3.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.539 57 3.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 2.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.5 0.7% 3 -0.2 pp +0.0 pp +0.7 pp +0.7 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Verde Capital Management CIK 0001802891 0.578 80 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 1.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 1.2 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 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +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
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.3 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 XMMO). Qtrs Held counts distinct quarters this fund has actually held XMMO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XMMO position size. Δ columns are the percentage-point change in XMMO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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