Signals

BBVA

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

Flow ranking

Rank#2386
Score / z0.000 / -0.01
Consensus185.57 over 332 funds
Momentumnot computed

Price & positioning

227 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
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 791.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 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 279.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 240.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 234.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 200.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 186.3 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 166.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 162.3 1.4% 3 +0.2 pp +0.5 pp +1.4 pp +1.4 pp
Capital International Investors CIK 0001562230 0.968 446 153.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 150.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 134.4 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 120.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 103.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 85.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 84.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 74.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 34.5 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 31.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 30.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 25.8 0.1% 3 +0.0 pp +0.0 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 25.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 23.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 20.2 0.0% 3 +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 19.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 18.5 0.0% 3 +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 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 17.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 16.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 14.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 14.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 14.4 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 13.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 13.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 12.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ethic Inc. CIK 0001780570 0.636 1358 12.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 11.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 10.6 2.2% 3 -0.0 pp -0.2 pp +2.2 pp +2.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 8.0 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 7.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 7.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 7.4 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 6.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 5.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 5.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 5.1 0.0% 3 +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 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 5.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 4.0 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Symmetry Investments LP CIK 0001691919 0.056 112 4.0 0.7% 2 -0.9 pp +0.7 pp +0.7 pp +0.7 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 4.0 0.9% 3 -0.3 pp -0.2 pp +0.9 pp +0.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 3.8 2.3% 3 +0.3 pp +0.1 pp +2.3 pp +2.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.7 0.0% 3 +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 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 3.3 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 3.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 2.7 0.0% 3 +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 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 2.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 2.2 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 2.0 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 1.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Summit Global Investments CIK 0001697953 0.729 523 1.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ativo Capital Management LLC CIK 0001423065 0.132 56 1.9 1.6% 3 -0.0 pp +0.2 pp +1.6 pp +1.6 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 1.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Welch Group, LLC CIK 0001443095 0.629 320 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Beck Bode, LLC CIK 0001790548 0.122 104 1.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 1.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp -0.1 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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 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
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 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
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 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
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 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
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 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
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 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 BBVA). Qtrs Held counts distinct quarters this fund has actually held BBVA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BBVA position size. Δ columns are the percentage-point change in BBVA'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