Signals

← Signals

☆XT

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

Flow ranking

Rank#23629
Score / z0.000 / -0.02
Consensus115.51 over 190 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2,435.5 4.3% 5 -0.2 pp -0.0 pp -0.2 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 50.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 46.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 45.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.0 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 22.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 21.9 0.4% 5 +0.1 pp +0.1 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 19.9 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 17.1 1.6% 5 -0.1 pp +0.8 pp -0.3 pp -0.3 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 16.8 0.6% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 12.8 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 11.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 10.1 0.7% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 9.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 9.0 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 8.5 2.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.2 0.0% 5 +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 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.9 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 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.7 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.4 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 4.3 0.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 3.3 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.9 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 2.4 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 1.9 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.9 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 1.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 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 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.5 0.1% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.5 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 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 1.2 0.3% 5 -0.0 pp -0.0 pp -0.4 pp -0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.1 0.0% 5 +0.0 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
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.1 0.1% 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
☆MAI Capital Management CIK 0001040197 0.725 1889 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.0 0.1% 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 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 0.8 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.8 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 4 +0.0 pp +0.0 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
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.6 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.6 0.4% 6 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.6 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.6 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.6 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 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.5 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McGinn Penninger Investment Management, Inc. CIK 0001845031 0.367 38 0.6 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp -0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.5 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 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 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 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.0 pp
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☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 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 XT). Qtrs Held counts distinct quarters this fund has actually held XT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XT position size. Δ columns are the percentage-point change in XT'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