Signals

← Signals

☆XYLD

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

Flow ranking

Rank#21965
Score / z0.000 / -0.02
Consensus90.57 over 170 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 156.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 133.7 0.0% 4 -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 84.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 74.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 66.9 1.6% 3 -0.3 pp -0.5 pp +1.6 pp +1.6 pp
☆Global X Japan Co., Ltd. CIK 0002027450 0.619 390 45.9 2.4% 1 +2.4 pp -1.0 pp -1.0 pp +2.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.5 0.0% 4 -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 34.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 34.3 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 17.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 16.7 0.4% 4 -0.0 pp -0.2 pp -0.3 pp +0.4 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 16.7 6.1% 4 +0.2 pp +0.4 pp +0.5 pp +6.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 11.9 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 10.5 4.4% 4 +0.7 pp -0.7 pp -7.4 pp +4.4 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 9.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 7.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.1 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 7.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 6.8 2.3% 4 -0.0 pp +0.2 pp +0.1 pp +2.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 6.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 5.7 1.2% 4 -0.3 pp -0.3 pp -0.5 pp +1.2 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 5.5 2.4% 4 +0.0 pp +0.1 pp -0.1 pp +2.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 5.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆NFSG Corp CIK 0001879757 0.275 1245 5.2 0.9% 4 +0.0 pp -0.0 pp -0.3 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 4.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 3.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 3.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.3 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 2.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 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 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 2.2 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 2.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 2.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 2.1 0.3% 4 +0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 2.0 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELCO Management Co., LLC CIK 0001690717 0.251 174 1.9 0.9% 4 -0.3 pp -0.2 pp -0.3 pp +0.9 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.8 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 1.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆J. Team Financial, Inc. CIK 0002107629 0.119 102 1.7 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 1.6 0.1% 1 +0.1 pp +0.1 pp -1.0 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PMG Family Office LLC CIK 0002102299 0.155 114 1.4 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 1.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 1.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 1.1 0.7% 4 +0.1 pp -0.0 pp -0.1 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.8 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.8 0.1% 4 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.8 0.5% 4 -0.0 pp +0.3 pp +0.3 pp +0.5 pp
☆Braeburn Wealth Management LLC CIK 0002111759 0.246 99 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 0.8 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.7 0.3% 4 -0.3 pp -0.3 pp -0.5 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.6 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.6 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOR Wealth Management, LLC CIK 0002092389 0.479 122 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.5 0.0% 4 +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 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.7 pp -1.0 pp -1.1 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 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
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -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% 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
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.3 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
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 XYLD). Qtrs Held counts distinct quarters this fund has actually held XYLD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XYLD position size. Δ columns are the percentage-point change in XYLD'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