Signals

BIBL

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

Flow ranking

Rank#3081
Score / z0.000 / -0.02
Consensus49.83 over 89 funds
Momentumnot computed

Price & positioning

162 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
Inspire Advisors, LLC CIK 0001810558 0.441 725 70.2 4.9% 5 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 33.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 29.6 1.4% 5 +1.2 pp +0.7 pp +0.7 pp +0.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 9.6 2.2% 5 +0.1 pp -0.0 pp -0.5 pp -3.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 7.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 7.2 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 7.0 0.3% 2 +0.0 pp +0.3 pp +0.2 pp -0.0 pp
LVZ, Inc. CIK 0001574408 0.889 177 6.3 0.6% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 5.7 0.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 4.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 4.7 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 4.2 1.8% 5 +0.8 pp +0.5 pp +0.5 pp +0.1 pp
Strategic Equity Management CIK 0001843578 0.305 65 4.1 1.4% 5 -2.3 pp -3.0 pp -0.6 pp -0.6 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 3.3 0.8% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 2.5 0.9% 5 -1.2 pp -1.6 pp -0.3 pp -0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 2.2 1.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 2.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.055 227 1.8 0.9% 1 +0.9 pp +0.9 pp +0.3 pp +0.4 pp
Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.5 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 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 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.2 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.2 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 1.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 1.0 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Values First Advisors, Inc. CIK 0001913608 0.087 187 0.8 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Demars Financial Group, LLC CIK 0001723115 0.574 113 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 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
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 2 -0.1 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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PVG ASSET MANAGEMENT CORP CIK 0000820434 0.274 129 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 5 -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
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.3 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
David Kennon Inc CIK 0001954126 0.575 45 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forge Financial Services LLC CIK 0002055357 0.958 36 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Straight Path Wealth Management CIK 0001902506 0.735 141 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MRA Advisory Group CIK 0001841816 0.219 157 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 0.2 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 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schwallier Wealth Management LLC CIK 0001934951 0.044 69 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SFMG, LLC CIK 0001512026 0.796 334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 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
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.1 0.0% 5 +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% 1 +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
PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
StrongBox Wealth, LLC CIK 0001812155 0.388 267 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 +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
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -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 -0.1 pp -0.2 pp -0.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
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
Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 0.0 0.0% 0 +0.0 pp -0.1 pp -0.8 pp -0.8 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
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.6 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
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
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
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
Grandview Asset Management LLC CIK 0001766791 0.487 146 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Paradiem, LLC CIK 0001733356 0.135 68 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 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
AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -1.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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 BIBL). Qtrs Held counts distinct quarters this fund has actually held BIBL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BIBL position size. Δ columns are the percentage-point change in BIBL'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