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☆XUSP

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

Flow ranking

Rank#23776
Score / z0.000 / -0.02
Consensus5.99 over 10 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.7 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 8.6 6.6% 2 +0.6 pp +6.6 pp +6.6 pp +6.6 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 4.7 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 1.4 0.5% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.173 72 1.2 0.7% 4 +0.0 pp -2.0 pp -2.0 pp +0.7 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.6 0.6% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 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
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.4 0.1% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆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
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 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
☆Seros Financial, LLC CIK 0002039918 0.495 66 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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 -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 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 XUSP). Qtrs Held counts distinct quarters this fund has actually held XUSP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XUSP position size. Δ columns are the percentage-point change in XUSP'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