Signals

XNTK

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

Flow ranking

Rank#21980
Score / z-0.010 / -0.03
Consensus85.48 over 152 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Auto-Owners Insurance Co CIK 0001964189 0.901 95 404.8 8.5% 3 -0.7 pp +0.5 pp +8.5 pp +8.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 70.7 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 53.7 0.0% 3 +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 44.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 27.5 5.0% 3 -0.6 pp -0.4 pp +5.0 pp +5.0 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 22.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.7 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 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 13.0 2.5% 3 +0.3 pp +0.9 pp +2.5 pp +2.5 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 9.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 9.2 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 8.5 2.7% 3 +1.4 pp +1.7 pp +2.7 pp +2.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 5.8 1.4% 3 -0.1 pp +0.4 pp +1.4 pp +1.4 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 4.9 3.1% 3 +0.7 pp +1.4 pp +3.1 pp +3.1 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 3.4 1.3% 3 -0.1 pp -0.4 pp +1.3 pp +1.3 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 3.1 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 3.0 1.4% 3 +0.0 pp +0.9 pp +1.4 pp +1.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 2.3 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 1.0 0.7% 1 +0.7 pp +0.0 pp +0.7 pp +0.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 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 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.9 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.7 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.5 0.0% 1 +0.0 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 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LWM ADVISORS INC CIK 0002067328 0.795 37 0.4 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
REDW Wealth LLC CIK 0001688931 0.503 104 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MAYPORT, LLC CIK 0001922875 0.801 134 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 3 +0.0 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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 3 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 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
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 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 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -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
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 3 -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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waycross Investment Management Co CIK 0001922448 0.256 59 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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 -0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 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
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
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 -20.4 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 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
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 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
Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.2 pp -0.2 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 XNTK). Qtrs Held counts distinct quarters this fund has actually held XNTK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XNTK position size. Δ columns are the percentage-point change in XNTK'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