Signals

XOP

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

Flow ranking

Rank#521
Score / z0.353 / 0.41
Consensus129.88 over 260 funds
Momentum-0.06 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-18%
Short interest+5% / 3.5d

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
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 578.6 0.0% 7 +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 524.3 0.1% 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 358.3 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 231.4 0.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 158.2 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 145.0 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 113.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanderbilt University CIK 0001825985 0.404 74 112.6 15.5% 5 +4.8 pp +7.7 pp +7.6 pp +7.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 104.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 99.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 73.5 0.0% 7 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 65.8 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 61.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 61.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 50.6 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 45.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cadence Wealth Management LLC CIK 0001845250 0.544 63 32.5 14.5% 5 -1.2 pp +0.2 pp +4.7 pp +12.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 29.2 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 21.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 16.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 16.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 13.8 2.7% 1 +2.7 pp +2.7 pp +2.5 pp +2.7 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 13.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 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 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 11.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 10.8 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 9.5 0.3% 1 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 9.4 1.5% 5 -0.5 pp +0.0 pp -0.1 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 8.6 0.6% 5 -0.2 pp +0.1 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corecam Pte. Ltd. CIK 0002106977 0.168 82 8.5 3.2% 2 +2.9 pp +3.2 pp +0.6 pp +3.2 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.279 227 8.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 7.8 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 7.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 7.2 1.6% 5 -0.5 pp +1.1 pp +1.4 pp +1.5 pp
Skylands Capital, LLC CIK 0001299910 0.457 166 6.8 0.8% 5 -0.3 pp -0.2 pp +0.1 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 5.8 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 5.5 1.3% 5 -0.5 pp +0.0 pp -0.1 pp -0.2 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 4.9 0.7% 5 -0.2 pp +0.3 pp +0.3 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.4 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 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ArchPoint Investors CIK 0001483472 0.607 80 3.8 0.8% 5 -0.3 pp +0.1 pp -0.1 pp -0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 3.7 0.1% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 3.6 4.7% 2 -0.6 pp +4.7 pp +4.7 pp +4.7 pp
Corecam AG CIK 0002110914 0.134 50 3.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 3.4 2.2% 3 -0.6 pp -2.0 pp +2.2 pp +2.2 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 3.4 0.7% 1 +0.7 pp +0.7 pp -2.1 pp +0.7 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Albar Capital Partners LLP CIK 0002034565 0.079 38 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 2.8 1.2% 5 -0.2 pp +0.1 pp -0.0 pp -0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 2.7 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 2.7 0.8% 5 -0.2 pp +0.1 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 2.5 0.1% 1 +0.1 pp -0.1 pp -0.0 pp -0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Emmett Investment Management, LP CIK 0002042845 0.043 28 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAZ INVESTMENTS LP CIK 0001159363 0.045 49 2.3 2.5% 3 -0.8 pp -0.8 pp +2.5 pp +2.5 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.3 0.0% 5 -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 2.3 0.0% 5 +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 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.1 0.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 2.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 1.9 1.2% 5 -0.3 pp +0.1 pp +0.1 pp +0.2 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 1.8 0.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 1.8 0.3% 5 +0.1 pp -0.2 pp -0.2 pp -0.4 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 1.8 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 1.8 0.2% 5 -0.0 pp -0.7 pp -0.8 pp -0.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.7 0.0% 5 -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 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV CIK 0000354201 0.171 100 1.6 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 1.3 0.2% 5 -0.1 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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 1.3 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Gainplan LLC CIK 0001697857 0.087 60 1.2 0.5% 5 -0.5 pp +0.2 pp +0.2 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 1.2 0.2% 3 -0.0 pp -0.6 pp +0.2 pp +0.2 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 1.2 0.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 1.1 0.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.0 0.2% 5 -0.3 pp +0.0 pp -0.3 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 5 -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 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.9 0.4% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Paragon Capital Management LLC CIK 0001388437 0.504 60 0.9 0.4% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Hartree Partners, LP CIK 0001597857 0.130 112 0.9 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.8 0.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 0.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Koa Wealth Management, LLC CIK 0002022118 0.435 54 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.8 0.4% 7 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.7 0.0% 6 -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 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Berger Financial Group, Inc CIK 0001826136 0.633 475 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 0.6 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Centiva Capital, LP CIK 0001692507 0.034 1439 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Mirabaud & Cie SA CIK 0001869685 0.590 53 0.0 0.0% 0 -0.4 pp -0.2 pp -0.2 pp -0.2 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp +0.0 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
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
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
SALZHAUER MICHAEL CIK 0001059543 0.470 79 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -0.3 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
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.3 pp +0.0 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
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 +0.0 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
Parkside Investments, LLC CIK 0001706248 0.662 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 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
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Sourcerock Group LLC CIK 0001822531 0.784 36 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp +0.0 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
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 0 -0.1 pp -0.7 pp -0.4 pp -0.5 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 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 +0.0 pp -0.9 pp -0.6 pp -0.9 pp
WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
LuminArx Capital Management LP CIK 0001992915 0.000 55 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -0.5 pp +0.0 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
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +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% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 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
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.6 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 (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