Signals

← Signals

☆XOP

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

Flow ranking

Rank#657
Score / z0.201 / 0.27
Consensus101.25 over 186 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-8% / 7.8d

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 ▾
☆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 510.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 474.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 391.3 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 307.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 268.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 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 256.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 194.5 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 82.1 3.2% 3 -0.5 pp -0.4 pp +3.2 pp +3.2 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 60.2 0.5% 1 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 57.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 52.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 49.5 0.1% 3 +0.0 pp +0.0 pp +0.1 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 48.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vanderbilt University CIK 0001825985 0.404 74 45.7 7.8% 3 -0.1 pp -0.7 pp +7.8 pp +7.8 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 29.8 14.4% 3 +4.6 pp +12.3 pp +14.4 pp +14.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 28.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 19.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 14.5 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.0 0.1% 1 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 9.7 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 8.0 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Skylands Capital, LLC CIK 0001299910 0.457 166 7.8 1.1% 3 +0.3 pp +0.3 pp +1.1 pp +1.1 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 7.7 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 6.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 6.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 6.4 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 6.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.1 0.0% 4 +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 5.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Condire Management, LP CIK 0001847739 0.000 1 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PING CAPITAL MANAGEMENT, INC. CIK 0001804352 0.687 69 5.1 2.0% 3 -0.6 pp +0.4 pp +2.0 pp +2.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 5.0 1.3% 3 -0.2 pp -0.3 pp +1.3 pp +1.3 pp
☆CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 4.9 0.7% 3 +0.3 pp +0.2 pp +0.7 pp +0.7 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 4.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 4.3 0.5% 1 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.7 0.0% 3 +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 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.2 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 3.1 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 2.8 0.4% 3 +0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 2.7 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 2.4 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 2.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 2.3 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 2.3 0.9% 3 +0.3 pp +0.0 pp +0.9 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 2.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 2.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.0 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAZ INVESTMENTS LP CIK 0001159363 0.045 49 1.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 1.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 1.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Sender Co & Partners, Inc. CIK 0001659380 0.044 61 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 1.6 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 1.6 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 1.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.8 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.8 0.2% 3 -0.3 pp -0.1 pp +0.2 pp +0.2 pp
☆Gainplan LLC CIK 0001697857 0.087 60 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management LLC CIK 0001388437 0.504 60 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.7 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 0.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.6 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.6 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.6 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concorde Financial Corp CIK 0001911822 0.418 26 0.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 0.0% 0 +0.0 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
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 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
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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
☆Hartree Partners, LP CIK 0001597857 0.130 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SALZHAUER MICHAEL CIK 0001059543 0.470 79 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Sourcerock Group LLC CIK 0001822531 0.784 36 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
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☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.2 pp -0.0 pp -0.0 pp
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☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 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 (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