Signals

BBN

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

Flow ranking

Rank#940
Score / z0.098 / 0.10
Consensus40.19 over 76 funds
Momentum-0.25 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-3%
Short interest+41% / 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

Negative / total0 / 0
FiledFormItems
2025-01-21 8-K 8.01, 9.01
2016-10-28 8-K 7.01, 9.01
2011-02-04 8-K 7.01, 9.01
2010-10-29 8-K 7.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-05-29 424B5 BlackRock Taxable Municipal Bo

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 85.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Eagle Bluffs Wealth Management LLC CIK 0001906547 0.488 86 38.5 12.9% 5 -1.0 pp -1.1 pp -1.9 pp -1.7 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 26.2 1.2% 2 +1.1 pp +1.2 pp +1.2 pp +1.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 13.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.1 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 12.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 12.1 0.0% 5 -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 11.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 8.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 2.7 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Broyhill Asset Management, LLC CIK 0001966057 0.176 77 2.4 2.1% 5 -0.3 pp -0.1 pp -0.3 pp -0.3 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 1.6 0.1% 2 -0.0 pp +0.1 pp -0.1 pp -0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 1.2 0.6% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 1.2 0.6% 4 -0.1 pp +0.1 pp +0.1 pp +0.6 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.2 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lifetime Wealth Management P.C. CIK 0002116339 0.263 90 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rareview Capital LLC CIK 0002044533 0.417 51 0.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Addison Capital Co CIK 0001581465 0.465 184 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Oder Investment Management, LLC CIK 0001845109 0.230 113 0.6 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Walker Asset Management, LLC CIK 0001923053 0.350 152 0.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coquina Private Wealth LLC CIK 0002103792 0.481 101 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.4 0.0% 1 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 0.4 0.3% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gridiron Partners, LLC CIK 0001910867 0.664 51 0.3 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 2 -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 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palogic Value Management, L.P. CIK 0001532943 0.148 181 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 0.2 0.0% 5 -1.4 pp -1.3 pp -1.3 pp -1.3 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.4 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 5 -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% 1 +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
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +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
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 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
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 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
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 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
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rinkey Investments CIK 0001730774 0.601 128 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PURSUIT WEALTH STRATEGIES, LLC CIK 0002116904 0.194 114 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 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
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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 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 +0.0 pp -0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -2.4 pp -2.2 pp -2.1 pp -2.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 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
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 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 BBN). Qtrs Held counts distinct quarters this fund has actually held BBN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BBN position size. Δ columns are the percentage-point change in BBN'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