Signals

← Signals

☆XSD

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

Flow ranking

Rank#21935
Score / z0.000 / -0.02
Consensus94.39 over 167 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)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 80.6 0.0% 4 +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 53.0 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 28.3 0.0% 4 +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 26.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 23.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 17.5 0.2% 4 +0.1 pp +0.2 pp +0.0 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 17.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 11.2 1.3% 4 -0.1 pp -0.2 pp -0.1 pp +1.3 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 10.9 2.1% 4 -0.0 pp -0.2 pp -0.1 pp +2.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 9.3 0.3% 4 +0.0 pp +0.0 pp -0.4 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.7 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 8.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 8.6 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 8.0 1.5% 4 +0.0 pp -0.0 pp +0.2 pp +1.5 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 7.7 1.5% 4 +0.0 pp -0.2 pp -0.1 pp +1.5 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 7.4 1.6% 4 +0.0 pp -0.1 pp -0.0 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.9 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 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 3.7 1.7% 4 -0.2 pp -0.2 pp +0.1 pp +1.7 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 3.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.473 68 3.0 2.2% 4 +0.1 pp -0.1 pp -0.1 pp +2.2 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 2.8 1.3% 4 +1.2 pp +1.2 pp +1.2 pp +1.3 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 2.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 2.2 0.7% 4 -0.1 pp -0.0 pp +0.1 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warner Group LLC CIK 0002073617 0.415 129 1.7 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 1.7 0.6% 4 -0.0 pp -0.0 pp +0.1 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.123 26 1.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.4 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 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 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 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 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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.0 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 0.8 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.7 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.6 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆AGP FRANKLIN, LLC CIK 0002056566 0.170 93 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Ruggiero Investments, Inc. CIK 0002110677 0.210 86 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.4 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.246 250 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MWA Asset Management CIK 0001903058 0.228 129 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.3 0.0% 4 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆JERICHO FINANCIAL, LLP CIK 0001841173 0.380 41 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fullerton Advisors, LLC CIK 0002108355 0.510 54 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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
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 XSD). Qtrs Held counts distinct quarters this fund has actually held XSD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XSD position size. Δ columns are the percentage-point change in XSD'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