Signals

← Signals

☆XMMO

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

Flow ranking

Rank#498
Score / z0.366 / 0.42
Consensus177.05 over 363 funds
Momentum-0.07 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-2%
Short interest+90% / 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 696.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 402.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 257.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 233.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 228.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 221.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 220.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 172.7 0.0% 5 +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 170.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 151.9 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 150.0 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 139.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 86.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 78.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 62.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 62.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 60.2 1.0% 5 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 58.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 54.5 7.0% 5 -0.1 pp +0.7 pp +0.7 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 45.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 35.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 33.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 32.1 3.1% 5 +1.2 pp +0.4 pp -0.1 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 29.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 29.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 23.5 10.5% 3 -0.4 pp +0.2 pp +10.5 pp +10.5 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 23.5 3.8% 5 +0.1 pp -7.9 pp -8.0 pp -8.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 23.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 22.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 21.3 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 21.2 11.4% 6 +0.3 pp +0.8 pp +0.9 pp -2.7 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 20.6 0.5% 5 +0.4 pp +0.5 pp +0.4 pp +0.5 pp
☆Dala Group, LLC CIK 2129058 0.300 68 19.1 15.7% 2 +3.1 pp +15.7 pp +15.7 pp +15.7 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 18.6 4.2% 3 +0.1 pp +0.7 pp +4.2 pp +4.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 18.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 17.2 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 17.2 1.7% 5 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 16.4 2.9% 5 +0.3 pp +0.5 pp +0.4 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.2 0.1% 7 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 15.8 2.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 15.8 0.5% 3 -0.5 pp -0.6 pp +0.5 pp +0.5 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 15.8 0.7% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 15.5 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 14.7 5.2% 5 +0.6 pp +1.3 pp +1.1 pp +1.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 14.2 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 13.7 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 13.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 12.1 2.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 11.4 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 11.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 10.9 3.2% 3 +0.1 pp +0.3 pp +3.2 pp +3.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 10.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.6 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 10.5 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 10.4 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 10.3 0.5% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 10.1 1.5% 5 -0.1 pp +0.1 pp +0.1 pp -0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 9.0 0.3% 1 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 9.0 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 9.0 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 8.3 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 8.2 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 8.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 8.0 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Private Wealth, LLC CIK 2137933 0.065 83 7.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Quattro Advisors LLC CIK 0002111158 0.489 58 7.8 5.2% 2 -0.4 pp +5.2 pp +5.2 pp +5.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 7.5 0.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 7.2 1.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.0 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 6.6 3.1% 5 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 6.5 1.3% 4 +0.1 pp -1.0 pp -0.3 pp +1.3 pp
☆Argent Trust Co CIK 0001625292 0.533 769 6.5 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 6.3 2.9% 1 +2.9 pp -0.3 pp -0.2 pp +2.9 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 6.2 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 6.2 3.4% 2 +1.7 pp +3.4 pp +3.4 pp +3.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Braeburn Wealth Management LLC CIK 0002111759 0.246 99 5.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 5.8 2.0% 4 +1.3 pp +1.3 pp +1.7 pp +2.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 5.7 1.3% 4 +0.5 pp +0.6 pp +0.6 pp +1.3 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 5.6 2.5% 5 +0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 5.5 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guilbault Capital LLC CIK 0002134737 0.306 73 5.4 5.4% 2 +0.8 pp +5.4 pp +5.4 pp +5.4 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.4 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 5.3 1.2% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 5.2 1.1% 5 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 5.2 0.2% 1 +0.2 pp -0.1 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.1 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.1 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 5.0 0.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 4.9 0.6% 5 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.8 0.2% 5 +0.0 pp -0.4 pp -0.5 pp -0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 4.7 1.3% 4 +1.0 pp +1.0 pp +1.0 pp +1.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.7 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 4.6 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.6 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 4.6 2.2% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 4.6 1.9% 5 +1.3 pp +1.4 pp +1.3 pp +1.3 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 4.3 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 4.2 0.6% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Paller Financial Services Inc CIK 0002095931 0.156 44 4.2 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 4.1 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 4.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 3.9 1.8% 3 -0.1 pp +0.4 pp +1.8 pp +1.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.9 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.8 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynch Investment Planning, LLC CIK 0002110354 0.596 56 3.8 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 3.7 2.5% 5 -0.1 pp +0.1 pp -0.2 pp -0.3 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 3.7 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 3.5 1.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.4 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 3.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 3.3 1.5% 4 +1.4 pp +1.4 pp +1.4 pp +1.5 pp
☆MATTERS CAPITAL LLC CIK 0002110838 0.153 75 3.3 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Verde Capital Management CIK 0001802891 0.578 80 3.3 0.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 3.3 2.1% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 3.3 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 3.3 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 3.2 0.8% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 3.2 2.4% 5 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆JHP Wealth Management, LLC CIK 0002110669 0.695 40 3.1 2.5% 2 +0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆MFA Wealth Services CIK 0001989379 0.288 134 1.6 0.9% 5 +0.1 pp -0.1 pp -0.1 pp -0.9 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.4 0.2% 5 +0.0 pp -1.4 pp -1.3 pp -1.2 pp
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☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 1.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
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☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
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☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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☆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
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status