Signals

BBJP

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

Flow ranking

Rank#810
Score / z0.165 / 0.13
Consensus112.86 over 186 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+961% / 1.0d ⚡

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
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 322.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investure, LLC CIK 0001476993 0.837 17 226.5 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 103.9 7.5% 4 -0.1 pp +3.9 pp +4.1 pp +7.5 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 86.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 78.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 49.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 34.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 33.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 26.5 2.8% 4 +0.2 pp -0.2 pp -0.2 pp +2.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 25.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 18.5 1.8% 4 -0.1 pp -0.2 pp -0.3 pp +1.8 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 17.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 14.2 0.5% 4 +0.3 pp +0.3 pp -0.3 pp +0.5 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 13.9 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 12.6 2.8% 4 +0.2 pp +0.1 pp -0.0 pp +2.8 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 10.7 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 10.7 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 10.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.9 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 7.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 7.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 6.7 1.9% 4 +0.2 pp +0.3 pp +0.1 pp +1.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 5.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 4.9 3.6% 4 -0.2 pp -0.1 pp +0.3 pp +3.6 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.8 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 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 4.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 4.0 0.2% 4 -7.4 pp -6.9 pp -2.5 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 3.9 1.4% 4 -0.3 pp -0.3 pp -0.3 pp +1.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evansbrook LLC CIK 0002069478 0.386 127 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 3.1 1.0% 4 +0.1 pp -0.2 pp -0.2 pp +1.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 2.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nolet Wealth Management, LLC CIK 0002056656 0.315 112 2.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.9 0.6% 4 +0.2 pp +0.2 pp +0.1 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CERTUITY, LLC CIK 0001800752 0.558 672 1.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 1.4 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 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.2 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 1.1 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 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.9 0.0% 2 +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 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.7 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCentric Advisors LLC CIK 0001913464 0.038 259 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.5 0.2% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
Argent Trust Co CIK 0001625292 0.533 769 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
One Wealth Management Investment & Advisory Services, LLC CIK 0002009427 0.300 53 0.4 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fosun International Ltd CIK 0001447884 0.512 73 0.3 0.1% 1 +0.1 pp +0.1 pp -4.2 pp +0.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.3 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
Miller Global Investments, LLC CIK 0002099097 0.052 295 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sierra Capital LLC CIK 0001787274 0.509 228 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 -2.5 pp -2.1 pp -0.7 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp +0.0 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 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
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 BBJP). Qtrs Held counts distinct quarters this fund has actually held BBJP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BBJP position size. Δ columns are the percentage-point change in BBJP'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