Signals

← Signals

☆BBJP

362 in-universe funds with a nonzero position in BBJP within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#296
Score / z0.759 / 0.90
Consensus112.96 over 181 funds
Momentum-0.09 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-4%
Short interest+3% / 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)
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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 ▾
☆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 356.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investure, LLC CIK 0001476993 0.837 17 247.6 15.5% 2 +4.4 pp +15.5 pp +15.5 pp +15.5 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 175.9 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 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 136.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 76.5 6.7% 5 -0.8 pp -0.9 pp +3.1 pp +3.3 pp
☆Pennsylvania State University CIK 0002134719 0.478 3 72.6 29.2% 1 +29.2 pp +29.2 pp +29.2 pp +29.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 69.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 52.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 34.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 29.0 2.8% 5 -0.0 pp +0.2 pp -0.3 pp -0.3 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 26.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 18.8 1.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 15.7 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 15.4 0.4% 1 +0.4 pp +0.4 pp -0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 15.3 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 15.1 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 13.8 2.7% 5 -0.0 pp +0.2 pp +0.1 pp -0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 13.4 0.6% 5 +0.4 pp -7.0 pp -6.5 pp -2.1 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 12.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 11.8 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.8 0.0% 5 +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 10.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 7.6 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 7.3 1.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 6.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.9 0.0% 5 -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 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 5.4 3.0% 5 -0.7 pp -0.9 pp -0.8 pp -0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birnam Oak Advisors, LP CIK 0001997245 0.493 37 4.5 0.7% 1 +0.7 pp -0.1 pp -0.2 pp -0.3 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 4.2 1.5% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.9 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.8 0.0% 6 +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 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evansbrook LLC CIK 0002069478 0.386 127 3.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 3.4 1.0% 5 +0.0 pp +0.1 pp -0.1 pp -0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 3.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 3.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nolet Wealth Management, LLC CIK 0002056656 0.315 112 2.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 2.4 0.4% 5 -0.2 pp +0.0 pp +0.0 pp -0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 1.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.5 0.0% 5 +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 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.3 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 1.1 0.1% 5 -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% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 1.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.0 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 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 4 -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 0.9 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 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.7 0.0% 1 +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% 4 -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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AlphaCentric Advisors LLC CIK 0001913464 0.038 259 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.6 0.0% 5 -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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 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 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.5 0.1% 2 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.5 0.1% 5 -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% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 5 -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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 5 -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% 4 -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 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% 5 -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% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Miller Global Investments, LLC CIK 0002099097 0.052 295 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 0.0 0.0% 0 +0.0 pp -0.5 pp -0.2 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 +0.0 pp -1.1 pp -1.3 pp -0.4 pp
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.4 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp -0.5 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.161 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.2 pp
☆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
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☆Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.2 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 0.387 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.1 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 0 -0.0 pp +0.0 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
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 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 +0.0 pp -0.1 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 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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