Signals

BBMC

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

Flow ranking

Rank#2915
Score / z0.000 / -0.02
Consensus18.67 over 26 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

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
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 8.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.5 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 2.4 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 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 1.6 0.5% 5 -0.1 pp -0.0 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 1.5 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merited Wealth, LLC CIK 0002123943 0.101 73 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 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 0.4 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 0.4 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GGM Financial LLC CIK 0002021722 0.308 265 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +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
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +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% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -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% 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
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
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 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
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
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 +0.0 pp -0.0 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
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 -0.1 pp -0.1 pp -0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 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
ORG Partners LLC CIK 0001979372 0.288 1708 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 BBMC). Qtrs Held counts distinct quarters this fund has actually held BBMC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BBMC position size. Δ columns are the percentage-point change in BBMC'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