Signals

XOP

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

Flow ranking

Rank#1307
Score / z0.028 / 0.02
Consensus98.75 over 201 funds
Momentumnot computed

Price & positioning

225 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
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 470.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 406.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 385.0 0.0% 2 +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 374.3 0.0% 1 +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 329.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 265.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 193.6 0.0% 1 +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 90.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 81.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanderbilt University CIK 0001825985 0.404 74 44.9 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 37.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 36.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 32.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 25.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 24.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 19.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 15.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 8.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 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 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 7.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 7.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 6.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 6.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Atom Investors LP CIK 0001738902 0.004 818 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skylands Capital, LLC CIK 0001299910 0.457 166 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 5.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cadence Wealth Management LLC CIK 0001845250 0.544 63 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ArchPoint Investors CIK 0001483472 0.607 80 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PING CAPITAL MANAGEMENT, INC. CIK 0001804352 0.687 69 2.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sourcerock Group LLC CIK 0001822531 0.784 36 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.3 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 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CW Advisors, LLC CIK 0001904976 0.000 0 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paragon Capital Management LLC CIK 0001388437 0.504 60 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gainplan LLC CIK 0001697857 0.087 60 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Argent Trust Co CIK 0001625292 0.533 769 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirabaud & Cie SA CIK 0001869685 0.590 53 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.6 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.6 0.1% 1 +0.1 pp +0.1 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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madrid Financial Services CIK 0002135336 0.540 26 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.2 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 XOP). Qtrs Held counts distinct quarters this fund has actually held XOP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XOP position size. Δ columns are the percentage-point change in XOP'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