Signals

XOP

493 in-universe funds with a nonzero position in XOP within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22991
Score / z-0.391 / -0.38
Consensus135.22 over 280 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)
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 458.0 0.1% 4 -0.0 pp -0.0 pp -0.0 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 382.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 353.2 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 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 332.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 272.7 0.5% 4 -0.2 pp -0.3 pp -0.4 pp +0.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 199.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 139.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 118.2 5.6% 4 +2.3 pp +1.8 pp +2.0 pp +5.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 111.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 109.2 0.0% 6 -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 86.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 79.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 70.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Vanderbilt University CIK 0001825985 0.404 74 56.0 10.6% 4 +2.8 pp +2.7 pp +2.2 pp +10.6 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 55.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 53.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cadence Wealth Management LLC CIK 0001845250 0.544 63 37.6 15.7% 4 +1.3 pp +5.9 pp +13.6 pp +15.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 25.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 20.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 20.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 14.5 5.8% 2 +3.9 pp +5.8 pp +5.8 pp +5.8 pp
ALLIANZ SE CIK 0001127508 0.910 519 14.2 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 13.9 0.1% 2 +0.0 pp +0.1 pp -0.2 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 13.0 0.1% 4 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 11.1 2.0% 4 +0.5 pp +0.4 pp +0.4 pp +2.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 10.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 10.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 10.1 0.8% 4 +0.3 pp +0.2 pp +0.2 pp +0.8 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 8.6 0.3% 4 +0.0 pp +0.1 pp -0.0 pp +0.3 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 8.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 8.4 2.1% 4 +1.6 pp +1.9 pp +2.0 pp +2.1 pp
Skylands Capital, LLC CIK 0001299910 0.457 166 8.3 1.1% 4 +0.0 pp +0.3 pp +0.3 pp +1.1 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.8 0.0% 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 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 7.1 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 6.7 1.8% 4 +0.5 pp +0.3 pp +0.2 pp +1.8 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.0 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 5.8 0.9% 4 +0.5 pp +0.5 pp +0.5 pp +0.9 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 5.4 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 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 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 5.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 5.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 5.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
LMR Partners LLP CIK 0001578621 0.225 1167 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 4.7 2.7% 2 -1.4 pp +2.7 pp +2.7 pp +2.7 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ArchPoint Investors CIK 0001483472 0.607 80 4.5 1.1% 4 +0.3 pp +0.2 pp +0.2 pp +1.1 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 4.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 4.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 3.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 3.4 1.4% 4 +0.3 pp +0.1 pp +0.0 pp +1.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 3.3 0.3% 4 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 3.2 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 3.1 1.0% 4 +0.3 pp +0.2 pp +0.2 pp +1.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAZ INVESTMENTS LP CIK 0001159363 0.045 49 2.7 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.4 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 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 2.4 0.2% 4 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 2.3 1.6% 4 +0.4 pp +0.5 pp +0.6 pp +1.6 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 2.2 0.7% 4 +0.1 pp +0.0 pp -0.1 pp +0.7 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 2.1 0.2% 4 -0.7 pp -0.7 pp -0.7 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV CIK 0000354201 0.171 100 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG HOLDINGS, INC. CIK 0001845210 0.762 87 1.6 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 1.5 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
Pillsbury Lake Capital LLC CIK 0002111915 0.050 38 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LuminArx Capital Management LP CIK 0001992915 0.000 55 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 1.4 0.2% 4 -0.2 pp -0.2 pp -0.5 pp +0.2 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gainplan LLC CIK 0001697857 0.087 60 1.4 1.0% 4 +0.7 pp +0.7 pp +0.7 pp +1.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 1.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 1.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.2 0.0% 4 +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 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.2 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.1 0.6% 4 +0.3 pp +0.0 pp +0.3 pp +0.6 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 4 +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 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.1 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.1 0.5% 4 +0.2 pp +0.1 pp +0.1 pp +0.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.1 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Paragon Capital Management LLC CIK 0001388437 0.504 60 1.0 0.5% 4 +0.2 pp +0.1 pp +0.1 pp +0.5 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.0 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.9 0.5% 6 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
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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
Tillman Hartley LLC CIK 0001966355 0.684 94 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 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
Sender Co & Partners, Inc. CIK 0001659380 0.044 61 0.0 0.0% 0 -0.9 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
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
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.0 0.0% 0 -0.9 pp -0.6 pp -0.9 pp +0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 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
COMERICA BANK CIK 0000901541 0.812 3711 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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