Signals

← Signals

☆XTEN

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

Flow ranking

Rank#933
Score / z0.120 / 0.09
Consensus57.19 over 130 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+3% / 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 137.8 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 91.1 1.1% 4 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 70.7 0.7% 4 -0.0 pp -0.2 pp -0.2 pp +0.7 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 39.4 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 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 37.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 26.0 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 24.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 20.2 2.8% 4 -0.2 pp -0.2 pp -0.2 pp +2.8 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 18.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 16.6 2.1% 4 +0.2 pp +0.1 pp +0.1 pp +2.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 10.3 0.8% 6 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆DUTCH ASSET Corp CIK 0002115141 0.318 115 8.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 7.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 7.3 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 7.2 4.2% 4 +0.1 pp +0.1 pp -0.2 pp +4.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.5 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.4 1.7% 4 -0.1 pp -0.7 pp -0.7 pp +1.7 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.3 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 5.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 4.9 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.7 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 4.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 4.3 1.0% 5 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.175 101 4.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.2 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.1 1.4% 4 +0.1 pp -0.0 pp +0.0 pp +1.4 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 4.0 0.8% 4 -0.2 pp -0.2 pp -0.2 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.4 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 3.2 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.7 1.6% 4 -0.1 pp -0.7 pp -0.8 pp +1.6 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.7 1.2% 5 +0.1 pp +0.1 pp -0.1 pp +0.5 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.7 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.265 75 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 2.6 1.0% 4 +0.2 pp +0.2 pp +0.5 pp +1.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.5 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 2.4 0.8% 4 -0.0 pp +0.3 pp +0.3 pp +0.8 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 2.1 1.1% 4 +0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 2.1 0.5% 4 +0.1 pp -0.8 pp -0.5 pp +0.5 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 2.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.9 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.9 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 1.7 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 1.6 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 1.6 1.6% 4 +0.2 pp +0.5 pp +0.4 pp +1.6 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.5 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.5 0.8% 4 +0.1 pp +0.4 pp +0.5 pp +0.8 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.5 1.1% 4 +0.1 pp +0.0 pp +0.4 pp +1.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.5 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 1.4 0.3% 4 +0.0 pp +0.0 pp -0.6 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 1.4 1.0% 4 +0.1 pp +0.1 pp +0.4 pp +1.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 1.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.3 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 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.2 0.7% 4 +0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.1 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.0 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.0 0.3% 4 +0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.9 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.9 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.9 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 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 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.6 0.0% 2 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.6 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.5 0.5% 5 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.4 0.3% 3 -0.2 pp -0.0 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.3 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 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 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 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 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 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% 4 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 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% 4 -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% 4 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -1.7 pp -1.9 pp -2.1 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -1.3 pp -0.8 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -1.3 pp -1.3 pp -1.3 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆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
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.0 0.0% 0 -1.8 pp -1.8 pp -1.9 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -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% 0 +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% 0 +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 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
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 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 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 (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