Signals

BND

1857 in-universe funds with a nonzero position in BND within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#8
Score / z11.328 / 16.10
Consensus604.00 over 1138 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+71% / 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)
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 10,342.4 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 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 9,253.5 0.6% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 8,724.1 6.2% 3 -0.9 pp -1.0 pp +6.2 pp +6.2 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 5,844.4 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 1,825.4 0.4% 3 -0.0 pp -0.1 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 1,774.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,590.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,575.7 6.5% 3 -0.3 pp -0.5 pp +6.5 pp +6.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,376.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,322.5 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,055.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 954.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Arizona PSPRS Trust CIK 0001565332 0.939 14 726.4 26.7% 3 +1.8 pp +3.3 pp +26.7 pp +26.7 pp
Mastercard Foundation Asset Management Corp CIK 0002006397 0.996 3 656.5 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 634.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 596.6 3.4% 3 +0.7 pp +0.6 pp +3.4 pp +3.4 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 593.0 22.4% 2 +0.3 pp +22.4 pp +22.4 pp +22.4 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 589.1 9.5% 3 +0.8 pp +0.7 pp +9.5 pp +9.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 572.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 569.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 492.8 8.7% 3 -0.1 pp -0.3 pp +8.7 pp +8.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 460.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 441.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 403.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 384.7 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 383.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 343.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 306.9 0.4% 3 +0.1 pp -0.2 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 301.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 276.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 269.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 265.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 224.6 3.2% 3 -0.6 pp -0.5 pp +3.2 pp +3.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 222.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 206.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 206.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 195.9 3.9% 3 -0.0 pp -0.2 pp +3.9 pp +3.9 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 188.4 4.9% 3 +0.3 pp +0.7 pp +4.9 pp +4.9 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 185.2 9.6% 3 +1.1 pp +0.8 pp +9.6 pp +9.6 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 176.0 2.9% 3 -0.2 pp -0.5 pp +2.9 pp +2.9 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 171.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Foster Group, Inc. CIK 0001841544 0.874 318 171.3 5.2% 3 +0.0 pp -0.2 pp +5.2 pp +5.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 160.3 2.0% 3 +0.3 pp +0.5 pp +2.0 pp +2.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 159.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 153.9 8.4% 3 +0.2 pp -0.3 pp +8.4 pp +8.4 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 150.1 14.4% 3 +0.5 pp +1.0 pp +14.4 pp +14.4 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 145.6 24.1% 3 +2.1 pp +3.9 pp +24.1 pp +24.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 141.1 2.6% 3 +0.1 pp -0.1 pp +2.6 pp +2.6 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 139.2 17.4% 3 -0.7 pp -2.5 pp +17.4 pp +17.4 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 139.1 10.5% 3 +0.4 pp +0.2 pp +10.5 pp +10.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 132.4 1.8% 3 -0.5 pp -1.5 pp +1.8 pp +1.8 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 131.9 8.4% 3 +0.1 pp -0.0 pp +8.4 pp +8.4 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 130.8 7.0% 3 +0.0 pp -0.3 pp +7.0 pp +7.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 129.9 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 127.9 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 127.3 11.7% 3 -0.0 pp -0.1 pp +11.7 pp +11.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 125.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 124.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Chandler Asset Management, Inc. CIK 0001665018 0.924 21 124.6 19.7% 3 -0.9 pp -1.2 pp +19.7 pp +19.7 pp
Apella Capital, LLC CIK 0001801507 0.827 695 122.5 2.4% 3 -0.3 pp -0.6 pp +2.4 pp +2.4 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 119.5 4.8% 3 +0.1 pp +0.0 pp +4.8 pp +4.8 pp
Diana Davis Spencer Foundation CIK 0001633391 0.565 2 119.1 40.2% 3 -0.0 pp -0.4 pp +40.2 pp +40.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 116.0 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 116.0 2.6% 3 +0.0 pp -0.0 pp +2.6 pp +2.6 pp
GenTrust, LLC CIK 0001697110 0.832 201 115.7 5.0% 3 +0.3 pp +0.8 pp +5.0 pp +5.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 112.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 112.0 6.5% 3 +0.2 pp +0.1 pp +6.5 pp +6.5 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 111.6 5.2% 2 -0.6 pp +5.2 pp +5.2 pp +5.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 106.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 106.2 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 105.4 4.4% 3 +0.5 pp +1.0 pp +4.4 pp +4.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 104.0 3.6% 3 +0.0 pp -0.1 pp +3.6 pp +3.6 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 101.0 6.9% 3 +0.1 pp +0.1 pp +6.9 pp +6.9 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 98.1 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 96.2 4.6% 3 -0.0 pp -0.3 pp +4.6 pp +4.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 96.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 95.0 0.4% 3 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 94.9 2.2% 3 +0.0 pp -0.3 pp +2.2 pp +2.2 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 94.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 93.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 93.3 6.3% 3 -0.1 pp -0.4 pp +6.3 pp +6.3 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 86.4 14.6% 3 -5.1 pp -2.3 pp +14.6 pp +14.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 86.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 85.5 1.0% 3 +0.3 pp +0.2 pp +1.0 pp +1.0 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 83.9 10.7% 3 +0.1 pp +0.6 pp +10.7 pp +10.7 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 81.7 11.2% 3 -0.1 pp -0.8 pp +11.2 pp +11.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 80.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 80.5 11.3% 3 +11.1 pp +11.1 pp +11.3 pp +11.3 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 80.4 19.1% 3 +0.5 pp +2.4 pp +19.1 pp +19.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 77.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 77.0 3.5% 3 -4.9 pp -5.2 pp +3.5 pp +3.5 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 76.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Apriem Advisors CIK 0001425165 0.679 182 76.5 7.0% 3 -0.1 pp +0.7 pp +7.0 pp +7.0 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 76.4 13.1% 3 +0.1 pp +1.5 pp +13.1 pp +13.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 76.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 75.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 75.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 73.5 3.3% 3 +1.2 pp +1.5 pp +3.3 pp +3.3 pp
Partners in Financial Planning CIK 0002054264 0.816 131 72.9 12.3% 4 -0.1 pp +0.1 pp -0.4 pp +12.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 72.3 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 71.9 7.4% 3 -0.2 pp -0.2 pp +7.4 pp +7.4 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 70.7 2.5% 2 -0.7 pp +2.5 pp +2.5 pp +2.5 pp
Trust Co CIK 0001632554 0.769 908 70.0 6.6% 3 -0.5 pp +0.6 pp +6.6 pp +6.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 69.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 68.2 11.3% 3 +0.2 pp -0.1 pp +11.3 pp +11.3 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 67.0 4.3% 3 +0.4 pp +0.3 pp +4.3 pp +4.3 pp
Joule Financial, LLC CIK 0001929070 0.731 116 66.6 19.9% 3 +0.3 pp -0.1 pp +19.9 pp +19.9 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 66.1 8.6% 2 +0.1 pp +8.6 pp +8.6 pp +8.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 65.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 65.5 2.5% 3 -0.2 pp -0.4 pp +2.5 pp +2.5 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 65.3 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 64.2 4.5% 3 +0.3 pp -0.2 pp +4.5 pp +4.5 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 60.7 5.6% 3 -0.4 pp -0.6 pp +5.6 pp +5.6 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 58.4 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 57.8 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 57.7 7.3% 3 -0.2 pp -0.1 pp +7.3 pp +7.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 57.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 57.1 8.1% 3 -0.5 pp -0.9 pp +8.1 pp +8.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 56.7 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
Newton One Investments LLC CIK 0001842787 0.837 146 56.3 16.6% 3 -0.1 pp -0.8 pp +16.6 pp +16.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 56.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 56.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BLUESTEM FINANCIAL ADVISORS, LLC CIK 0001820680 0.839 34 55.2 21.3% 3 -0.2 pp +1.3 pp +21.3 pp +21.3 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 54.6 9.8% 3 +0.2 pp +0.3 pp +9.8 pp +9.8 pp
Essential Planning, LLC. CIK 0001949824 0.669 87 54.5 17.4% 3 -2.1 pp -3.7 pp +17.4 pp +17.4 pp
Symmetry Partners, LLC CIK 0001697493 0.824 295 54.5 3.2% 3 -2.1 pp -2.4 pp +3.2 pp +3.2 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 54.1 10.3% 3 +0.2 pp +0.3 pp +10.3 pp +10.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 53.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 53.3 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 53.1 2.4% 3 +0.0 pp -0.2 pp +2.4 pp +2.4 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 53.1 0.8% 3 -0.0 pp +0.2 pp +0.8 pp +0.8 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 52.8 8.9% 3 -1.0 pp -1.7 pp +8.9 pp +8.9 pp
Zhang Financial LLC CIK 0001776290 0.816 392 51.2 1.9% 3 +0.0 pp -0.1 pp +1.9 pp +1.9 pp
SimpliFi, Inc. CIK 0001716983 0.831 45 50.4 21.3% 1 +21.3 pp +21.3 pp +21.3 pp +21.3 pp
Arkos Global Advisors CIK 0001769089 0.805 124 50.3 6.4% 3 +0.6 pp -2.1 pp +6.4 pp +6.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 50.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 49.6 8.1% 3 +0.6 pp -0.4 pp +8.1 pp +8.1 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 49.2 8.0% 3 -0.1 pp -1.5 pp +8.0 pp +8.0 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 49.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 46.7 7.2% 5 -5.7 pp -6.9 pp -8.7 pp -8.5 pp
Boston Partners CIK 0001386060 0.833 802 46.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 44.8 4.0% 3 -0.1 pp -1.6 pp +4.0 pp +4.0 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 44.0 19.9% 3 +0.2 pp -0.2 pp +19.9 pp +19.9 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 44.0 21.4% 3 -0.0 pp -0.1 pp +21.4 pp +21.4 pp
Gridiron Partners, LLC CIK 0001910867 0.664 51 43.9 25.0% 3 +0.0 pp +0.8 pp +25.0 pp +25.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 43.7 2.3% 3 -0.1 pp -0.2 pp +2.3 pp +2.3 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 42.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
&PARTNERS CIK 0000107136 0.806 2509 41.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 41.5 0.8% 3 -0.2 pp -0.9 pp +0.8 pp +0.8 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 41.4 1.8% 3 -0.0 pp +0.2 pp +1.8 pp +1.8 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 40.7 3.4% 3 +0.5 pp +0.5 pp +3.4 pp +3.4 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 40.2 22.9% 5 -11.9 pp -12.9 pp -14.9 pp -13.3 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 39.3 2.3% 3 +0.6 pp +2.0 pp +2.3 pp +2.3 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 39.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
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KWMG, LLC CIK 0001633024 0.515 153 30.6 2.6% 3 +0.0 pp -0.0 pp +2.6 pp +2.6 pp
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HT Partners LLC CIK 0001552999 0.865 53 6.0 1.8% 3 -0.0 pp +0.0 pp +1.8 pp +1.8 pp
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Keel Point, LLC CIK 0001386935 0.645 514 5.9 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
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Manuka Financial, LLC CIK 0002049064 0.636 55 5.8 3.6% 3 +0.0 pp +1.1 pp +3.6 pp +3.6 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 5.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Oak Wealth Advisors LLC CIK 0002056728 0.684 68 5.7 3.3% 3 +0.3 pp +0.4 pp +3.3 pp +3.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 5.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Human Investing LLC CIK 0001767513 0.861 105 5.7 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 5.7 2.9% 2 -1.0 pp +2.9 pp +2.9 pp +2.9 pp
Womack Financial LLC CIK 0002107079 0.419 70 5.7 4.2% 4 +0.0 pp -0.3 pp -0.3 pp +4.2 pp
TOEWS CORP /ADV CIK 0000932000 0.096 150 5.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 5.6 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 5.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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Rothschild Wealth LLC CIK 0001811345 0.247 656 5.3 0.6% 3 -0.5 pp -0.5 pp +0.6 pp +0.6 pp
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Summit Financial, LLC CIK 0001765536 0.662 1580 5.3 0.1% 3 -0.0 pp -0.4 pp +0.1 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 5.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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HBK Sorce Advisory LLC CIK 0001379995 0.951 658 5.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Shade Tree Advisors LLC CIK 0001804785 0.714 29 5.1 3.9% 3 -0.4 pp -0.4 pp +3.9 pp +3.9 pp
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ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 5.0 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 5.0 4.2% 2 +4.0 pp +4.2 pp +4.2 pp +4.2 pp
Truepoint, Inc. CIK 0001427748 0.954 160 5.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 5.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 4.9 3.3% 3 +0.1 pp +0.3 pp +3.3 pp +3.3 pp
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MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.8 1.7% 3 +0.1 pp -0.1 pp +1.7 pp +1.7 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 4.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Lansing Street Advisors CIK 0001926571 0.417 166 4.7 1.2% 3 -0.0 pp -0.2 pp +1.2 pp +1.2 pp
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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 1.5 0.5% 3 -0.3 pp -0.6 pp +0.5 pp +0.5 pp
Tillman Hartley LLC CIK 0001966355 0.684 94 1.5 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 1.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 1.5 0.2% 3 -0.2 pp -0.4 pp +0.2 pp +0.2 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 1.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 1.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
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Edge Financial Advisors LLC CIK 0002011402 0.000 0 1.4 0.6% 4 -0.0 pp -0.2 pp -0.3 pp +0.6 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 1.4 0.7% 4 -0.1 pp -0.3 pp -0.8 pp +0.7 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 1.4 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
Private Capital Management, LLC CIK 0001588456 0.557 179 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Applied Capital LLC CIK 0001862965 0.797 53 1.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Creekside Partners CIK 0002035951 0.343 193 1.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
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Legacy Financial Group LLC CIK 0001834011 0.442 133 1.4 0.2% 3 -0.7 pp -0.7 pp +0.2 pp +0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 1.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Lynx Investment Advisory CIK 0002028812 0.063 230 1.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Factor Wealth Management LTD CIK 0002055816 0.423 170 1.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
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First Pacific Financial CIK 0001810089 0.717 510 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Avion Wealth CIK 0001792704 0.773 1750 1.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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Covestor Ltd CIK 0001909846 0.023 2832 0.9 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
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NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -1.0 pp -0.9 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
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -5.2 pp -6.2 pp +0.0 pp +0.0 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -3.5 pp -3.6 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -1.4 pp -1.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 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
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 +0.0 pp -0.1 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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
TEXAS TREASURY SAFEKEEPING TRUST CO CIK 0001176347 0.851 6 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.0 0.0% 0 -0.1 pp -0.1 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
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -1.3 pp -1.8 pp -1.4 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.0 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
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.2 pp -1.4 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -3.3 pp -2.9 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 0 +0.0 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.2 pp -0.2 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 (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