Signals

AGG

2165 in-universe funds with a nonzero position in AGG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22
Score / z6.281 / 8.92
Consensus711.11 over 1342 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+3% / 2.8d

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13,839.3 8.4% 3 -1.4 pp -2.5 pp +8.4 pp +8.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8,465.9 2.6% 4 +0.1 pp -0.0 pp -0.4 pp +2.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6,071.8 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5,414.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 5,367.3 0.4% 4 +0.0 pp +0.0 pp +0.0 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 4,279.3 5.0% 3 -0.0 pp -0.5 pp +5.0 pp +5.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3,621.6 5.5% 3 -0.0 pp -0.8 pp +5.5 pp +5.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,593.4 1.1% 3 +0.1 pp -0.5 pp +1.1 pp +1.1 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 3,244.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,068.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1,962.5 2.7% 4 -0.1 pp -0.0 pp -0.2 pp +2.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,541.0 1.7% 3 -0.1 pp +0.8 pp +1.7 pp +1.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,480.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,437.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,406.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,232.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 1,204.6 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
Arizona PSPRS Trust CIK 0001565332 0.939 14 1,132.1 41.7% 3 +3.2 pp -2.7 pp +41.7 pp +41.7 pp
Creative Planning CIK 0001540235 0.979 4196 1,063.2 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 987.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 939.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 889.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 871.6 55.2% 2 -8.8 pp +55.2 pp +55.2 pp +55.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 855.7 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
Johns Hopkins University CIK 0001764756 0.949 18 801.5 58.4% 3 -6.2 pp -3.0 pp +58.4 pp +58.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 798.2 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 797.6 8.7% 3 +0.6 pp +0.5 pp +8.7 pp +8.7 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 775.8 2.7% 3 -0.0 pp -4.2 pp +2.7 pp +2.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 763.1 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 749.7 0.7% 3 +0.1 pp -0.1 pp +0.7 pp +0.7 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 705.4 21.8% 3 +2.3 pp +2.7 pp +21.8 pp +21.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 675.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 604.4 1.1% 3 +0.0 pp -0.7 pp +1.1 pp +1.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 589.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 584.5 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
Members Trust Co CIK 0001677560 0.939 170 548.3 17.9% 3 -0.2 pp -0.8 pp +17.9 pp +17.9 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 490.0 6.0% 3 +1.7 pp +1.8 pp +6.0 pp +6.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 484.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 482.5 3.0% 3 +0.0 pp -0.1 pp +3.0 pp +3.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 479.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 458.7 3.7% 1 +3.7 pp -25.9 pp +3.7 pp +3.7 pp
Mastercard Foundation Asset Management Corp CIK 0002006397 0.996 3 412.1 1.0% 3 -3.4 pp -3.2 pp +1.0 pp +1.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 409.1 4.1% 3 +0.5 pp +1.7 pp +4.1 pp +4.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 397.7 2.2% 3 +0.1 pp +1.2 pp +2.2 pp +2.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 377.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 363.4 10.8% 3 +0.1 pp +0.5 pp +10.8 pp +10.8 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 361.9 12.2% 3 +0.6 pp -0.1 pp +12.2 pp +12.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 354.3 1.4% 3 -2.6 pp -2.8 pp +1.4 pp +1.4 pp
&PARTNERS CIK 0000107136 0.806 2509 346.4 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 335.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 310.4 30.5% 3 -1.0 pp -1.9 pp +30.5 pp +30.5 pp
Balentine LLC CIK 0001586678 0.932 243 297.1 11.3% 3 -4.8 pp -5.5 pp +11.3 pp +11.3 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 290.4 2.9% 3 -0.8 pp -1.3 pp +2.9 pp +2.9 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 282.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 280.6 0.3% 3 -0.0 pp -0.3 pp +0.3 pp +0.3 pp
Simplify Asset Management Inc. CIK 0001846368 0.982 136 279.7 4.6% 1 +4.6 pp -14.1 pp +4.6 pp +4.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 277.7 1.4% 1 +1.4 pp -0.1 pp +1.4 pp +1.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 270.9 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COMERICA BANK CIK 0000901541 0.812 3711 256.7 1.0% 3 +0.4 pp +0.4 pp +1.0 pp +1.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 241.6 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 240.7 12.5% 3 +1.6 pp +1.4 pp +12.5 pp +12.5 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 239.9 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 232.1 1.9% 3 +0.0 pp +0.3 pp +1.9 pp +1.9 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 231.9 6.2% 3 +0.2 pp +0.1 pp +6.2 pp +6.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 226.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 220.0 25.2% 3 +2.4 pp +1.3 pp +25.2 pp +25.2 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 216.2 7.2% 3 -0.7 pp -0.3 pp +7.2 pp +7.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 198.6 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 184.8 14.1% 3 -0.1 pp -0.2 pp +14.1 pp +14.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 177.3 7.1% 3 +0.1 pp -0.3 pp +7.1 pp +7.1 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 174.6 3.2% 3 -0.6 pp +0.9 pp +3.2 pp +3.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 174.5 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 173.2 2.2% 3 -0.1 pp +0.6 pp +2.2 pp +2.2 pp
Destination Wealth Management CIK 0001278573 0.701 325 159.2 4.2% 3 -0.1 pp -0.1 pp +4.2 pp +4.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 156.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
National Philanthropic Trust CIK 0001785342 0.575 409 152.3 1.5% 5 +0.4 pp +0.3 pp +0.1 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 152.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 150.1 4.1% 3 +0.2 pp +0.2 pp +4.1 pp +4.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 147.8 2.8% 3 -0.1 pp -0.2 pp +2.8 pp +2.8 pp
REBALANCE, LLC CIK 0001811052 0.941 103 141.8 8.3% 3 +0.1 pp -0.5 pp +8.3 pp +8.3 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 141.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 138.7 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 136.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 135.0 2.4% 4 +0.1 pp +0.4 pp +0.3 pp +2.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 129.9 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 129.0 2.6% 3 +0.2 pp +0.2 pp +2.6 pp +2.6 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 128.7 1.9% 3 +0.0 pp -0.8 pp +1.9 pp +1.9 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 127.6 5.3% 3 -0.2 pp -0.9 pp +5.3 pp +5.3 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 127.3 1.6% 3 -0.1 pp +0.2 pp +1.6 pp +1.6 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 126.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 126.8 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 126.4 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 125.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 119.5 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 119.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 118.0 0.9% 5 +0.0 pp +0.9 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 114.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 108.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 107.2 3.7% 3 +0.3 pp +0.5 pp +3.7 pp +3.7 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 105.6 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 104.5 11.1% 3 -0.3 pp -0.9 pp +11.1 pp +11.1 pp
GenTrust, LLC CIK 0001697110 0.832 201 104.4 4.5% 3 -0.3 pp -0.6 pp +4.5 pp +4.5 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 103.6 1.6% 3 -1.9 pp -5.9 pp +1.6 pp +1.6 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 103.0 10.7% 3 +0.0 pp -0.3 pp +10.7 pp +10.7 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 102.0 1.1% 3 +0.6 pp +0.5 pp +1.1 pp +1.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 100.2 1.8% 3 -0.0 pp -0.4 pp +1.8 pp +1.8 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 99.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 96.8 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 93.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 93.5 5.9% 3 +0.1 pp -0.4 pp +5.9 pp +5.9 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 93.2 4.0% 3 +0.1 pp +0.1 pp +4.0 pp +4.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 91.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 90.9 14.6% 3 -2.3 pp +6.0 pp +14.6 pp +14.6 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 90.4 12.5% 3 +0.6 pp +0.6 pp +12.5 pp +12.5 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 90.3 2.1% 3 +0.1 pp -0.4 pp +2.1 pp +2.1 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 89.7 14.4% 3 -0.6 pp -0.4 pp +14.4 pp +14.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 89.4 0.6% 3 -0.0 pp -0.4 pp +0.6 pp +0.6 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 88.2 5.4% 2 -0.3 pp +5.4 pp +5.4 pp +5.4 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 86.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 85.9 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 84.1 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
METROPOLITAN LIFE INSURANCE CO/NY CIK 0000728618 0.912 11 83.2 25.2% 3 -1.0 pp -0.4 pp +25.2 pp +25.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 82.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 80.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
PDS Planning, Inc CIK 0000838618 0.712 609 79.0 5.3% 3 -0.0 pp -0.2 pp +5.3 pp +5.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 78.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 77.7 9.1% 1 +9.1 pp -0.7 pp +9.1 pp +9.1 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 75.7 9.8% 3 +0.3 pp +9.2 pp +9.8 pp +9.8 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 75.1 5.6% 3 +0.2 pp +0.1 pp +5.6 pp +5.6 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 74.4 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 73.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 73.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Juniper Hill Capital Management LP CIK 0001803460 0.000 0 73.6 17.6% 3 +0.1 pp -0.2 pp +17.6 pp +17.6 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 73.1 10.2% 3 +0.6 pp +0.6 pp +10.2 pp +10.2 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 71.9 3.3% 3 +0.5 pp +0.3 pp +3.3 pp +3.3 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 71.8 7.4% 3 -0.2 pp -0.2 pp +7.4 pp +7.4 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 70.5 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 70.3 5.4% 3 +2.7 pp +2.7 pp +5.4 pp +5.4 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 70.1 4.3% 3 -0.5 pp +0.4 pp +4.3 pp +4.3 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 69.4 4.6% 3 -0.2 pp -0.4 pp +4.6 pp +4.6 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 69.1 1.4% 3 -0.1 pp -16.4 pp +1.4 pp +1.4 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 69.0 14.1% 3 -0.3 pp -1.4 pp +14.1 pp +14.1 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 67.3 3.9% 3 +0.1 pp +0.1 pp +3.9 pp +3.9 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 66.5 3.1% 3 +1.2 pp +2.8 pp +3.1 pp +3.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 66.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 66.2 3.7% 3 +0.1 pp -0.0 pp +3.7 pp +3.7 pp
Verger Capital Management LLC CIK 0001627417 0.892 13 65.5 19.4% 3 -0.4 pp +2.4 pp +19.4 pp +19.4 pp
Trust Co CIK 0001632554 0.769 908 65.4 6.1% 3 -0.7 pp -1.0 pp +6.1 pp +6.1 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 65.4 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
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LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 23.1 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
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Sowell Financial Services LLC CIK 0001633697 0.482 1162 22.9 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
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TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 21.3 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 19.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Blue Chip Partners, LLC CIK 0001632801 0.571 184 11.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
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JT Stratford LLC CIK 0001689013 0.376 321 10.7 1.4% 3 -2.7 pp -5.2 pp +1.4 pp +1.4 pp
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Coastline Trust Co CIK 0001324279 0.630 406 10.5 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
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Andina Capital Management, LLC CIK 0001919158 0.008 65 10.3 6.2% 3 +0.7 pp -0.8 pp +6.2 pp +6.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 10.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 10.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 10.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Optas, LLC CIK 0001802961 0.460 494 10.2 1.6% 3 +0.2 pp +0.8 pp +1.6 pp +1.6 pp
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LeConte Wealth Management, LLC CIK 0002060443 0.260 179 10.0 6.5% 3 +0.7 pp +2.5 pp +6.5 pp +6.5 pp
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Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 9.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Maia Wealth LLC CIK 0002010858 0.212 354 2.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
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Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.9 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
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FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Waterway Wealth Management, LLC CIK 0001992193 0.506 96 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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