Signals

← Signals

☆XTEN

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

Flow ranking

Rank#831
Score / z0.136 / 0.15
Consensus35.56 over 75 funds
Momentum-0.28 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-3%
Short interest-22% / 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 ▾
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 188.5 1.8% 5 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 117.2 0.0% 5 -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 102.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 86.8 1.2% 5 +0.6 pp +0.7 pp +0.7 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 78.1 0.7% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 26.9 14.5% 2 +0.3 pp +14.5 pp +14.5 pp +14.5 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 21.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 19.9 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 16.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 14.4 1.9% 5 -0.9 pp -1.0 pp -1.1 pp -1.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 10.9 0.7% 7 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 10.2 1.1% 5 -0.9 pp -0.8 pp -0.9 pp -0.8 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 9.9 2.1% 6 +1.1 pp +1.2 pp +1.3 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 9.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 7.1 3.8% 5 -0.4 pp -0.3 pp -0.3 pp -0.6 pp
☆DUTCH ASSET Corp CIK 0002115141 0.318 115 7.0 3.5% 2 -2.1 pp +3.5 pp +3.5 pp +3.5 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 6.6 1.9% 5 +0.1 pp +0.0 pp -0.6 pp -0.6 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 6.1 2.1% 5 +1.1 pp +1.4 pp +1.4 pp +1.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 5.9 0.5% 5 -0.4 pp -0.3 pp -0.3 pp -0.2 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 5.8 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 5.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 4.3 2.4% 2 -1.9 pp +2.4 pp +2.4 pp +2.4 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 4.3 0.7% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 4.2 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.8 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 3.5 2.1% 5 +1.1 pp +1.2 pp +1.2 pp +1.5 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 3.1 1.8% 2 -1.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.8 1.4% 5 -0.1 pp -0.2 pp -0.9 pp -0.9 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 2.7 0.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.5 0.8% 5 -0.6 pp -0.5 pp -0.6 pp -0.6 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 2.5 0.7% 5 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.3 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.2 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.2 0.8% 6 -0.4 pp -0.3 pp -0.4 pp -0.5 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.2 0.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 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 2.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 1.9 1.4% 2 -0.9 pp +1.4 pp +1.4 pp +1.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 1.7 1.3% 2 -0.8 pp +1.3 pp +1.3 pp +1.3 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.7 0.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.6 0.4% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.5 0.7% 5 -0.1 pp +0.0 pp +0.3 pp +0.4 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 1.5 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.5 0.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.4 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 1.4 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 1.2 1.1% 2 -0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.2 0.3% 5 -0.2 pp -0.1 pp -0.9 pp -0.7 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 1.2 1.0% 5 -0.6 pp -0.4 pp -0.1 pp -0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.1 0.7% 5 -0.4 pp -0.3 pp -0.3 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.0 0.3% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 1.0 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.0 0.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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 1.0 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.9 0.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.9 0.6% 5 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
☆S&A Financial Services, Inc. CIK 2140428 0.330 88 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.8 0.4% 5 -0.3 pp -0.2 pp -0.4 pp -0.3 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.7 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.6 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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.5 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.5 0.1% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.4 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.4 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.3 0.3% 6 -0.2 pp -0.2 pp -0.4 pp -0.3 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.2 0.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.1 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 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 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 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% 5 -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% 4 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 +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% 5 +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% 3 -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% 2 -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% 5 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +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 -0.0 pp -0.1 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
☆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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.0 0.0% 0 +0.0 pp -1.8 pp -1.8 pp -1.9 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.5 pp -0.0 pp -0.0 pp -0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 0 -0.6 pp -1.2 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
☆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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 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
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 0.0 0.0% 0 -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆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
☆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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -1.1 pp -1.1 pp -1.2 pp -1.2 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
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.3 pp -0.5 pp -0.3 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
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 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
☆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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 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 0.0 0.0% 0 +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 +0.0 pp -1.7 pp -1.9 pp -2.1 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
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.3 pp -0.2 pp -0.4 pp -0.4 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
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 pp -0.5 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
☆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
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.9 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -1.3 pp -1.3 pp -1.3 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 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
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 (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