Signals

← Signals

☆BAR

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-05-14 8-K Item(s) 5.02
2025-02-27 Ownership Dilution filing by GraniteShares Gold Trust (S-3)
2022-04-08 Ownership Dilution filing by GraniteShares Gold Trust (S-3/A)
2022-03-22 Ownership Dilution filing by GraniteShares Gold Trust (S-3)
2020-12-29 8-K Item(s) 1.01, 9.01
2019-10-03 8-K Item(s) 4.01, 9.01 -- negative
2019-03-22 Ownership Dilution filing by GraniteShares Gold Trust (S-3)
2019-03-11 8-K Item(s) 8.01
2019-02-26 8-K Item(s) 8.01, 9.01

Flow ranking

Rank#2564
Score / z0.000 / -0.02
Consensus59.63 over 110 funds
Momentumnot computed

Price & positioning

225 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

Negative / total0 / 0
FiledFormItems
2026-05-14 8-K 5.02
2020-12-29 8-K 1.01, 9.01
2019-10-03 8-K 4.01, 9.01
2019-03-11 8-K 8.01
2019-02-26 8-K 8.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-02-27 S-3 GraniteShares Gold Trust
2022-04-08 S-3/A GraniteShares Gold Trust
2022-03-22 S-3 GraniteShares Gold Trust
2019-03-22 S-3 GraniteShares Gold Trust

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
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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 ▾
☆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 116.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 31.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 30.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 20.2 1.8% 4 -0.4 pp -0.1 pp -0.5 pp +1.8 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 20.1 0.9% 4 +0.1 pp +0.1 pp +0.5 pp +0.9 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 19.9 1.7% 4 +0.1 pp +0.2 pp +0.3 pp +1.7 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 18.8 2.4% 4 +0.3 pp +0.4 pp +0.5 pp +2.4 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 14.0 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 12.6 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 11.3 1.2% 4 -0.0 pp +0.0 pp +0.1 pp +1.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 10.7 1.6% 4 +0.2 pp +0.3 pp -0.1 pp +1.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 10.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.6 0.5% 4 +0.1 pp +0.1 pp -0.0 pp +0.5 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 8.6 1.7% 4 +0.3 pp +0.5 pp +0.8 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 7.2 1.3% 4 -0.6 pp -0.4 pp -0.3 pp +1.3 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 6.8 3.3% 4 +0.3 pp +0.4 pp +0.6 pp +3.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 5.3 5.2% 4 +0.3 pp +0.3 pp +0.7 pp +5.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 4.3 3.4% 4 +0.4 pp +0.6 pp +0.7 pp +3.4 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 4.3 1.7% 3 +0.2 pp +0.3 pp +1.7 pp +1.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 3.3 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.3 0.1% 1 +0.1 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 3.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 3.0 1.3% 4 -0.1 pp +0.0 pp +0.1 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 1.9 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 1.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 1.5 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.4 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 1.3 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 1.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ LLC CIK 0001757605 0.412 87 1.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 1.1 0.8% 4 +0.1 pp +0.3 pp +0.5 pp +0.8 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 1.1 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 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 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.7 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.7 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.6 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.5 0.3% 4 +0.1 pp -0.4 pp -0.5 pp +0.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 0.152 154 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 1 +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 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 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 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.3 0.2% 4 +0.1 pp +0.1 pp -0.1 pp +0.2 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.2 0.2% 2 +0.0 pp +0.2 pp +0.0 pp +0.2 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 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
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -2.7 pp -2.5 pp -2.2 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -1.9 pp -1.3 pp -0.9 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 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
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 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
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 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
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 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
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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 BAR). Qtrs Held counts distinct quarters this fund has actually held BAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BAR position size. Δ columns are the percentage-point change in BAR'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