Signals

← Signals

☆BBUS

228 in-universe funds with a nonzero position in BBUS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#289
Score / z0.697 / 0.98
Consensus83.31 over 150 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-23% / 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 540.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 382.6 0.1% 3 -0.0 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 352.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 303.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 225.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 210.6 2.8% 3 -0.6 pp -1.8 pp +2.8 pp +2.8 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 157.2 1.2% 3 +0.7 pp +0.7 pp +1.2 pp +1.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 97.6 2.8% 3 +1.1 pp +1.0 pp +2.8 pp +2.8 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 82.6 4.3% 3 -0.2 pp -0.4 pp +4.3 pp +4.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 68.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 67.1 15.0% 3 +4.5 pp +8.7 pp +15.0 pp +15.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 63.5 16.2% 3 +0.3 pp +0.4 pp +16.2 pp +16.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 53.4 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 44.1 3.2% 3 +0.2 pp +0.3 pp +3.2 pp +3.2 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 34.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.3 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 30.5 15.4% 3 +0.4 pp +0.7 pp +15.4 pp +15.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 26.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 18.1 3.5% 3 -0.5 pp +0.3 pp +3.5 pp +3.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 16.2 6.5% 3 +0.4 pp +0.7 pp +6.5 pp +6.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 13.9 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 13.9 8.4% 3 -0.6 pp -0.4 pp +8.4 pp +8.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 12.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 12.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 11.9 0.2% 3 -0.0 pp -1.0 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.6 0.1% 3 -0.4 pp +0.0 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 11.4 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 10.6 1.1% 3 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 9.5 7.3% 3 +0.2 pp +0.1 pp +7.3 pp +7.3 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 9.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 9.1 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 7.8 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.7 0.0% 3 +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 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 6.4 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 6.3 2.7% 3 +0.1 pp +0.3 pp +2.7 pp +2.7 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 6.0 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 5.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 4.2 0.7% 3 +0.2 pp +0.1 pp +0.7 pp +0.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 3.9 0.4% 3 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 3.6 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 3.6 6.9% 3 +2.5 pp +2.9 pp +6.9 pp +6.9 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 3.2 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 3.1 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.9 0.0% 3 -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 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 2.5 0.7% 3 -0.3 pp -0.4 pp +0.7 pp +0.7 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 2.5 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 2.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.3 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.2 0.3% 3 -0.0 pp -0.6 pp +0.3 pp +0.3 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.0 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.7 0.4% 4 -0.0 pp -0.4 pp -0.2 pp +0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 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 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 1.0 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.0 0.3% 4 -0.0 pp -0.1 pp +0.2 pp +0.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.7 0.4% 5 -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 0.7 0.0% 1 +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
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.7 0.0% 3 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 0.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 0.5 0.3% 3 +0.0 pp -1.1 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 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 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 0.3 0.1% 3 -0.0 pp -1.2 pp +0.1 pp +0.1 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
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 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 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.2 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.1 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 0.1 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 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
☆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
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
☆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
☆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
☆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
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.1 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
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -5.9 pp -6.7 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
☆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
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☆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
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 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 BBUS). Qtrs Held counts distinct quarters this fund has actually held BBUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BBUS position size. Δ columns are the percentage-point change in BBUS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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