Signals

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☆AGG

115 in-universe funds with a nonzero position in AGG within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#35
Score / z0.486 / 3.26
Consensus37.07 over 71 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8,041.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 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 4,153.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 3,106.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1,503.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 467.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 164.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 112.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 85.9 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 79.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 76.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 72.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 65.0 25.3% 2 +2.0 pp +25.3 pp +25.3 pp +25.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 54.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 37.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 35.4 5.1% 2 -2.0 pp +5.1 pp +5.1 pp +5.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 33.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆UNITED BANK CIK 0001286478 0.652 130 31.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 27.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 18.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 18.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 16.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 15.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 13.9 5.1% 2 +0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 12.6 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 11.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 11.1 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 10.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 10.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 10.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 8.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 8.5 6.1% 2 +0.7 pp +6.1 pp +6.1 pp +6.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 6.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 6.0 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 5.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 4.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 4.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 4.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 3.7 3.4% 2 +0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 3.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 3.1 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 3.1 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 3.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 3.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 2.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆CROBAN CIK 0001694663 0.128 81 2.5 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 1.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.2 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 AGG). Qtrs Held counts distinct quarters this fund has actually held AGG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AGG position size. Δ columns are the percentage-point change in AGG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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