Signals

← Signals

☆XSMO

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

Flow ranking

Rank#22535
Score / z-0.056 / -0.07
Consensus109.10 over 213 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+5% / 1.0d

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 171.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 142.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 130.5 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 85.3 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 68.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 66.1 0.1% 4 +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 63.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 39.5 5.7% 4 +0.8 pp +0.7 pp +0.8 pp +5.7 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 36.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 33.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 29.6 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 29.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 23.9 2.7% 4 -0.1 pp -0.2 pp +0.0 pp +2.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.2 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 19.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.9 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 16.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 15.4 2.5% 4 +0.1 pp +0.1 pp +0.2 pp +2.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 14.3 9.6% 5 -0.1 pp -0.1 pp -2.0 pp +9.6 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 14.0 6.1% 4 +0.6 pp -0.1 pp +0.5 pp +6.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 11.7 0.6% 4 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 11.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 11.2 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.9 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 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 9.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.7 0.3% 4 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 9.5 6.1% 4 +2.8 pp +2.8 pp +3.0 pp +6.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 9.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 8.4 3.5% 3 +0.3 pp +0.2 pp +3.5 pp +3.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.9 2.6% 4 +0.2 pp +0.2 pp +0.4 pp +2.6 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 7.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.8 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 7.7 2.3% 4 +0.1 pp +0.1 pp +0.1 pp +2.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 7.6 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 7.3 4.0% 4 +0.4 pp +0.4 pp +0.3 pp +4.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.3 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 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 6.8 1.8% 4 +0.1 pp +0.1 pp +0.2 pp +1.8 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 6.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.9 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 5.8 1.5% 6 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 5.3 0.6% 4 +0.1 pp +0.3 pp +0.3 pp +0.6 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 5.3 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 5.1 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.7 1.7% 4 +0.4 pp +0.3 pp +0.5 pp +1.7 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 4.5 1.6% 3 +0.0 pp +1.2 pp +1.6 pp +1.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.2 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 4.0 2.0% 4 +0.1 pp -0.1 pp -7.6 pp +2.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 3.5 0.3% 4 +0.0 pp -0.0 pp -0.3 pp +0.3 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 3.5 1.7% 4 +0.1 pp +0.1 pp +0.8 pp +1.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 3 -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 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 3.0 1.5% 3 +0.2 pp -0.0 pp +1.5 pp +1.5 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 3.0 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 2.9 2.3% 4 +0.3 pp +0.3 pp +0.3 pp +2.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 2.6 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 2.5 0.8% 4 +0.1 pp -0.0 pp -0.0 pp +0.8 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 2.5 1.8% 5 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.4 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 2.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 2.2 0.9% 4 +0.0 pp -0.3 pp -0.1 pp +0.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 2.1 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 2.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.8 1.2% 5 -0.9 pp -0.6 pp -0.4 pp -0.1 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 1.8 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Greenline Wealth Management LLC CIK 0002111541 0.072 131 1.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.7 0.7% 4 +0.0 pp -0.1 pp -0.0 pp +0.7 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 1.7 0.6% 4 -0.1 pp +0.0 pp +0.1 pp +0.6 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 1.6 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 1.5 1.4% 4 +0.3 pp +0.5 pp +0.6 pp +1.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 1.4 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 1.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 1.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 1.3 0.7% 4 +0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 1.2 1.3% 4 +0.1 pp +0.0 pp -0.0 pp +1.3 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 1.2 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.2 0.0% 6 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 1.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.9 0.4% 4 -0.0 pp -0.1 pp +0.1 pp +0.4 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
☆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
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp -0.8 pp -1.8 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 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
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 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
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.2 pp +0.0 pp -0.1 pp +0.0 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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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 XSMO). Qtrs Held counts distinct quarters this fund has actually held XSMO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XSMO position size. Δ columns are the percentage-point change in XSMO'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