Signals

← Signals

☆XSD

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

Flow ranking

Rank#23749
Score / z0.000 / -0.02
Consensus112.28 over 209 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)
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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 134.7 0.0% 5 +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 124.2 0.0% 7 +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 60.4 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 47.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 44.8 0.0% 5 +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 38.3 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 34.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 30.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 21.1 1.8% 5 +0.6 pp +0.5 pp +0.3 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 20.7 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 20.6 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 19.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 19.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 18.6 0.5% 5 +0.2 pp +0.2 pp +0.3 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 15.7 0.8% 5 +0.3 pp +0.4 pp +0.3 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 12.6 2.2% 5 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.3 0.0% 4 +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 12.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 11.7 2.0% 5 +0.5 pp +0.5 pp +0.4 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 11.0 1.8% 5 +0.3 pp +0.3 pp +0.1 pp +0.2 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 11.0 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 10.5 2.0% 5 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warner Group LLC CIK 0002073617 0.415 129 9.8 2.4% 3 +1.3 pp +1.8 pp +2.4 pp +2.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 7.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 7.1 2.8% 5 +1.1 pp +0.9 pp +0.9 pp +1.2 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 6.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 6.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 5.6 0.4% 5 +0.3 pp +0.0 pp +0.1 pp +0.3 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 5.5 3.0% 5 +0.7 pp +0.8 pp +0.7 pp +0.6 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 5.2 1.9% 5 +0.7 pp +1.8 pp +1.8 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 4.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 4.4 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 4.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 4.0 1.1% 5 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 3.6 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 3.2 1.0% 5 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 2.6 0.6% 1 +0.6 pp +0.2 pp +0.2 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 2.4 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.1 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 2.0 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 1.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 1.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 1.6 0.5% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Junk Investment Group, LLC CIK 0002112570 0.550 97 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 1.3 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 1.3 0.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 1.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 1.2 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 1.2 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆AGP FRANKLIN, LLC CIK 0002056566 0.170 93 1.1 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 1.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 1.1 0.9% 5 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
☆Vertex Investment Solutions Co., Ltd. CIK 0002092214 0.123 26 1.0 0.7% 2 -0.9 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 1.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 0.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.247 250 0.9 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.8 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Ruggiero Investments, Inc. CIK 0002110677 0.211 86 0.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 0.7 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 0.6 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JERICHO FINANCIAL, LLP CIK 0001841173 0.380 41 0.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Forum Financial Management, LP CIK 0001911832 0.978 352 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆SANDLER CAPITAL MANAGEMENT CIK 0001000742 0.008 112 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp -0.1 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
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 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 -2.9 pp -2.8 pp -2.7 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 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
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MWA Asset Management CIK 0001903058 0.228 129 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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
☆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
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 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 (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