Signals

← Signals

☆XTEN

143 in-universe funds with a nonzero position in XTEN within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22753
Score / z0.000 / -0.02
Consensus49.87 over 129 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)
–
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 ▾
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 80.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 63.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 62.1 0.0% 1 +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 42.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 33.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 26.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 20.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 17.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 14.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 12.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 8.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 8.2 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 6.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 6.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 3.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.7 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.4 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 XTEN). Qtrs Held counts distinct quarters this fund has actually held XTEN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XTEN position size. Δ columns are the percentage-point change in XTEN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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