Signals

BND

1747 in-universe funds with a nonzero position in BND within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#2
Score / z14.117 / 21.15
Consensus599.23 over 1121 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 9,768.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9,416.5 6.3% 2 -0.3 pp +6.3 pp +6.3 pp +6.3 pp
Creative Planning CIK 0001540235 0.979 4196 9,292.0 7.1% 2 -0.1 pp +7.1 pp +7.1 pp +7.1 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 8,079.7 0.5% 4 -0.0 pp -0.2 pp -0.1 pp +0.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 5,348.2 0.1% 2 -0.0 pp +0.1 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 1,942.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 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 1,704.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,606.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,534.3 6.8% 2 -0.2 pp +6.8 pp +6.8 pp +6.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,310.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,255.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,058.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1,010.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Arizona PSPRS Trust CIK 0001565332 0.939 14 726.1 25.0% 2 +1.5 pp +25.0 pp +25.0 pp +25.0 pp
Mastercard Foundation Asset Management Corp CIK 0002006397 0.996 3 659.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 609.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 566.1 22.2% 1 +22.2 pp +22.2 pp +22.2 pp +22.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 550.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 541.2 8.6% 2 -0.1 pp +8.6 pp +8.6 pp +8.6 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 514.8 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 510.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 451.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 426.2 8.8% 2 -0.2 pp +8.8 pp +8.8 pp +8.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 407.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 386.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 382.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 336.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 326.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 296.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 283.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 268.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 264.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 251.7 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 250.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 224.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 208.1 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 203.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 193.6 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 187.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 186.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 177.3 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 168.5 4.6% 2 +0.4 pp +4.6 pp +4.6 pp +4.6 pp
Foster Group, Inc. CIK 0001841544 0.874 318 164.7 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 164.4 8.4% 2 -0.3 pp +8.4 pp +8.4 pp +8.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 160.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 160.0 8.5% 2 -0.3 pp +8.5 pp +8.5 pp +8.5 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 144.0 18.0% 2 -1.9 pp +18.0 pp +18.0 pp +18.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 144.0 13.9% 2 +0.5 pp +13.9 pp +13.9 pp +13.9 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 143.2 22.1% 2 +1.8 pp +22.1 pp +22.1 pp +22.1 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 142.3 8.2% 2 -0.5 pp +8.2 pp +8.2 pp +8.2 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 140.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 138.3 10.2% 2 -0.1 pp +10.2 pp +10.2 pp +10.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 137.0 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 128.8 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 128.4 7.0% 2 -0.3 pp +7.0 pp +7.0 pp +7.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 126.8 8.3% 2 -0.1 pp +8.3 pp +8.3 pp +8.3 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 125.4 20.6% 2 -0.3 pp +20.6 pp +20.6 pp +20.6 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 124.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 122.1 11.7% 2 -0.1 pp +11.7 pp +11.7 pp +11.7 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 121.8 2.3% 2 -1.0 pp +2.3 pp +2.3 pp +2.3 pp
Apella Capital, LLC CIK 0001801507 0.827 695 120.5 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
Diana Davis Spencer Foundation CIK 0001633391 0.565 2 119.6 40.2% 2 -0.3 pp +40.2 pp +40.2 pp +40.2 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 119.0 19.6% 2 +2.8 pp +19.6 pp +19.6 pp +19.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 119.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 117.2 5.9% 2 -0.0 pp +5.9 pp +5.9 pp +5.9 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 115.6 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 112.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 112.1 6.3% 2 -0.1 pp +6.3 pp +6.3 pp +6.3 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 110.9 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 106.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
AMG National Trust Bank CIK 0001388829 0.744 439 106.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 105.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
GenTrust, LLC CIK 0001697110 0.832 201 104.3 4.7% 2 +0.6 pp +4.7 pp +4.7 pp +4.7 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 103.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 100.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 100.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 98.9 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 97.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 95.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 94.1 6.8% 2 +0.0 pp +6.8 pp +6.8 pp +6.8 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 93.6 4.6% 2 -0.3 pp +4.6 pp +4.6 pp +4.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 92.1 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 90.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 90.2 6.4% 2 -0.3 pp +6.4 pp +6.4 pp +6.4 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 89.9 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 89.7 3.9% 2 +0.5 pp +3.9 pp +3.9 pp +3.9 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 84.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 83.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 82.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 81.1 10.6% 2 +0.5 pp +10.6 pp +10.6 pp +10.6 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 80.1 11.4% 2 -0.7 pp +11.4 pp +11.4 pp +11.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 77.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 76.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 76.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 75.9 7.6% 2 +0.0 pp +7.6 pp +7.6 pp +7.6 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 75.8 34.8% 4 -1.0 pp -2.9 pp -1.4 pp +34.8 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 75.8 18.6% 2 +2.0 pp +18.6 pp +18.6 pp +18.6 pp
Apriem Advisors CIK 0001425165 0.679 182 75.4 7.1% 2 +0.8 pp +7.1 pp +7.1 pp +7.1 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 75.3 13.0% 2 +1.4 pp +13.0 pp +13.0 pp +13.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 73.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 72.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Partners in Financial Planning CIK 0002054264 0.816 131 71.8 12.4% 3 +0.2 pp -0.4 pp +12.4 pp +12.4 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 71.6 12.9% 4 -1.2 pp -3.0 pp -2.8 pp +12.9 pp
Trust Co CIK 0001632554 0.769 908 69.1 7.1% 2 +1.1 pp +7.1 pp +7.1 pp +7.1 pp
Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 66.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 66.0 11.1% 2 -0.2 pp +11.1 pp +11.1 pp +11.1 pp
Joule Financial, LLC CIK 0001929070 0.730 116 65.5 19.6% 2 -0.4 pp +19.6 pp +19.6 pp +19.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 62.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 61.5 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 61.1 4.2% 2 -0.4 pp +4.2 pp +4.2 pp +4.2 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 60.8 6.0% 2 -0.2 pp +6.0 pp +6.0 pp +6.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 60.0 9.9% 2 -0.7 pp +9.9 pp +9.9 pp +9.9 pp
Gilbert & Cook, Inc. CIK 0001675762 0.858 229 57.9 7.4% 2 +0.1 pp +7.4 pp +7.4 pp +7.4 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 57.2 8.5% 2 -0.4 pp +8.5 pp +8.5 pp +8.5 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 56.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 56.8 19.5% 2 -1.5 pp +19.5 pp +19.5 pp +19.5 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 56.7 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
Newton One Investments LLC CIK 0001842787 0.836 146 56.3 16.7% 2 -0.7 pp +16.7 pp +16.7 pp +16.7 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 56.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 55.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 54.9 21.5% 2 +1.5 pp +21.5 pp +21.5 pp +21.5 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 53.5 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 52.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 51.8 9.6% 2 +0.1 pp +9.6 pp +9.6 pp +9.6 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 51.7 10.1% 2 +0.1 pp +10.1 pp +10.1 pp +10.1 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 50.3 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 49.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 49.5 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 49.3 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 49.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 48.9 8.2% 2 -1.4 pp +8.2 pp +8.2 pp +8.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 48.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 48.7 5.3% 2 -0.4 pp +5.3 pp +5.3 pp +5.3 pp
Zhang Financial LLC CIK 0001776290 0.816 392 47.0 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 46.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 46.8 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Arkos Global Advisors CIK 0001769089 0.805 124 45.8 5.8% 2 -2.7 pp +5.8 pp +5.8 pp +5.8 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 45.2 0.9% 2 -0.8 pp +0.9 pp +0.9 pp +0.9 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 44.9 21.4% 2 -0.1 pp +21.4 pp +21.4 pp +21.4 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 44.8 7.5% 2 -0.9 pp +7.5 pp +7.5 pp +7.5 pp
Boston Partners CIK 0001386060 0.833 802 44.5 0.0% 2 -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 44.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gridiron Partners, LLC CIK 0001910867 0.663 51 43.9 24.9% 2 +0.8 pp +24.9 pp +24.9 pp +24.9 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 43.7 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 43.5 19.7% 2 -0.3 pp +19.7 pp +19.7 pp +19.7 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 43.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 42.9 4.1% 2 -1.5 pp +4.1 pp +4.1 pp +4.1 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 42.4 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 41.0 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
ASPIRIANT, LLC CIK 0001433541 0.906 400 40.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 40.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 39.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 38.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
TLT Family Holdco ULC CIK 0002081869 0.150 9 38.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 37.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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Meridian Wealth Management, LLC CIK 0001697300 0.542 809 36.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
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Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 35.7 31.1% 2 -1.0 pp +31.1 pp +31.1 pp +31.1 pp
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Avior Wealth Management, LLC CIK 0001599868 0.477 787 35.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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NewSquare Capital LLC CIK 0001546989 0.510 227 33.6 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
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MA Private Wealth CIK 0001767474 0.750 88 33.4 5.6% 2 -0.5 pp +5.6 pp +5.6 pp +5.6 pp
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Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 32.3 20.0% 2 +15.2 pp +20.0 pp +20.0 pp +20.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 32.0 2.8% 2 +0.8 pp +2.8 pp +2.8 pp +2.8 pp
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Dunhill Financial, LLC CIK 0001948904 0.569 1617 31.4 8.2% 2 +0.3 pp +8.2 pp +8.2 pp +8.2 pp
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CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 30.9 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 30.7 7.9% 2 -0.6 pp +7.9 pp +7.9 pp +7.9 pp
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KWMG, LLC CIK 0001633024 0.515 153 29.8 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
Sound Stewardship, LLC CIK 0001998101 0.563 73 29.7 14.2% 2 -0.4 pp +14.2 pp +14.2 pp +14.2 pp
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Legacy Private Trust Co. CIK 0001352547 0.732 262 27.7 1.7% 2 +1.4 pp +1.7 pp +1.7 pp +1.7 pp
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BHK Investment Advisors, LLC CIK 0001710539 0.753 79 25.3 9.4% 2 -0.3 pp +9.4 pp +9.4 pp +9.4 pp
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Tenon Financial LLC CIK 0002020781 0.850 61 23.7 12.2% 2 +2.1 pp +12.2 pp +12.2 pp +12.2 pp
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Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 21.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
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Arkadios Wealth Advisors CIK 0001800798 0.458 1680 13.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 13.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
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Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 13.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Gould Capital, LLC CIK 0001908965 0.411 217 12.7 7.9% 2 -0.4 pp +7.9 pp +7.9 pp +7.9 pp
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Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 2.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 2.9 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
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Greystone Financial Group, LLC CIK 0001845302 0.170 74 2.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
RW Investment Management LLC CIK 0001631627 0.928 115 2.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Argent Trust Co CIK 0001625292 0.533 769 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 2.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 2.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NVWM, LLC CIK 0001697274 0.201 780 2.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 2.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Security Financial Services, INC. CIK 0001913590 0.441 203 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SOL Capital Management CO CIK 0001339270 0.000 0 2.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 2.7 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
First PREMIER Bank CIK 0001653926 0.233 358 2.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 2.6 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 2.6 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
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Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 2.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 2.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Truepoint, Inc. CIK 0001427748 0.954 160 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
5T Wealth, LLC CIK 0002039313 0.300 134 2.4 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 2.4 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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CGN Advisors LLC CIK 0001841506 0.595 322 2.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 2.4 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 2.3 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 2.3 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.3 0.9% 4 -0.6 pp +0.0 pp -0.1 pp +0.9 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FC Advisory LLC CIK 0001683754 0.633 118 2.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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REDW Wealth LLC CIK 0001688931 0.503 104 2.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 2.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
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American Trust CIK 0001905128 0.729 334 2.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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Investment Advisory Group, LLC CIK 0001910273 0.464 220 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Marion Wealth Management CIK 0001911097 0.503 156 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.9 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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FSA Wealth Management LLC CIK 0001804256 0.827 574 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.8 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Centric Wealth Management CIK 0001752761 0.252 209 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
McLean Asset Management Corp CIK 0001833140 0.535 181 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Covestor Ltd CIK 0001909846 0.023 2832 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
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Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Frisco Financial Planning LLC CIK 0002133972 0.753 29 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 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
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 0.851 6 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.260 341 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -8.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 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 -1.4 pp -1.0 pp +0.0 pp +0.0 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 -11.4 pp +0.0 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -1.2 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
PFW Advisors LLC CIK 0001989744 0.585 124 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.1 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
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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 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
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -5.7 pp +0.0 pp +0.0 pp +0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 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 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Shorepath Capital Management LLC CIK 0002012685 0.398 23 0.0 0.0% 0 -0.6 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
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schwallier Wealth Management LLC CIK 0001934951 0.044 69 0.0 0.0% 0 -0.3 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 BND). Qtrs Held counts distinct quarters this fund has actually held BND (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BND position size. Δ columns are the percentage-point change in BND's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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