Signals

BBIN

124 in-universe funds with a nonzero position in BBIN within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1203
Score / z0.029 / 0.04
Consensus42.34 over 76 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 3,945.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 155.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 144.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 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 58.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 38.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 36.9 9.8% 2 -0.1 pp +9.8 pp +9.8 pp +9.8 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 32.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 30.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 29.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 28.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 24.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 19.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.614 2019 14.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 12.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 12.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 10.6 9.8% 2 -0.4 pp +9.8 pp +9.8 pp +9.8 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 6.6 4.6% 2 +1.2 pp +4.6 pp +4.6 pp +4.6 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 6.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Clarius Group, LLC CIK 0001664214 0.831 384 6.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.4 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 6.1 4.6% 3 +0.1 pp +0.8 pp +4.6 pp +4.6 pp
5T Wealth, LLC CIK 0002039313 0.300 134 5.7 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 5.2 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.507 808 4.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 3.0 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 1.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.1 0.0% 1 +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 0.298 493 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 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 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 2 +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% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 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
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -1.1 pp -1.3 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 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
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 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
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.8 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 +0.0 pp +0.0 pp +0.0 pp
Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -1.7 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 BBIN). Qtrs Held counts distinct quarters this fund has actually held BBIN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BBIN position size. Δ columns are the percentage-point change in BBIN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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