Signals

← Signals

☆BBAG

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

Flow ranking

Rank#2364
Score / z0.000 / -0.01
Consensus28.18 over 52 funds
Momentumnot computed

Price & positioning

226 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)
–
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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 213.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 98.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 51.4 4.3% 3 +0.1 pp +0.2 pp +4.3 pp +4.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 17.1 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 13.1 2.2% 3 +0.0 pp -0.0 pp +2.2 pp +2.2 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 10.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 10.1 0.8% 5 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 9.8 0.7% 3 +0.0 pp +0.6 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.3 0.0% 1 +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 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 3.2 2.6% 5 +0.3 pp +0.1 pp -0.2 pp +0.4 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 3.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 3.0 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 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 3.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.7 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 2.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 2.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.8 0.2% 3 -0.2 pp -0.9 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 1.1 2.1% 3 -0.4 pp -0.6 pp +2.1 pp +2.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.9 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.2 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 3 -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 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 +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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 3 -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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 3 -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
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp -0.1 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
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 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
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 +0.0 pp -0.1 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 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 -4.6 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 BBAG). Qtrs Held counts distinct quarters this fund has actually held BBAG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BBAG position size. Δ columns are the percentage-point change in BBAG'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