Signals

← Signals

☆XVV

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

Flow ranking

Rank#25129
Score / z-3.423 / -4.15
Consensus75.00 over 116 funds
Momentum-0.14 =

Price & positioning

224 cached closes, trailing year
Drawdown-2%
Short interest-78% / 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 ▾
☆University of Cambridge Investment Management Ltd CIK 0002103357 0.854 1 93.9 100.0% 2 +0.0 pp +100.0 pp +100.0 pp +100.0 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 25.1 1.3% 5 -1.0 pp -1.0 pp -0.9 pp -0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 17.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 14.5 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 12.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 4.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 4.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 4.1 0.5% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 3.8 2.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 3.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 3.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 2.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 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 1.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 1.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 1.7 0.6% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 1.6 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 1.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 1.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 1.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 0.9 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
☆Human Investing LLC CIK 0001767513 0.861 105 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.7 0.3% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.7 0.2% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 0.5 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 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
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.4 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 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 0.3 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.2 0.1% 1 +0.1 pp -0.4 pp -0.5 pp -0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.2 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 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.2 0.1% 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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 4 +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 -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 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
☆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
☆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
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 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
☆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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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 XVV). Qtrs Held counts distinct quarters this fund has actually held XVV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XVV position size. Δ columns are the percentage-point change in XVV'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