Signals

← Signals

☆BNDX

957 in-universe funds with a nonzero position in BNDX within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#107
Score / z1.797 / 2.28
Consensus343.22 over 661 funds
Momentumno 12m return

Price & positioning

226 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 11,993.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 6,281.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 3,424.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,069.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,294.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 504.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 502.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 447.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 402.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 363.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 359.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 334.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 284.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 234.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 223.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 203.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 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 192.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 127.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 121.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 117.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 106.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 102.2 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 99.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 92.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 88.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 79.5 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 76.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆P/E Global LLC CIK 0001910344 0.967 8 75.2 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 74.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 69.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 65.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 61.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 60.5 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 60.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 59.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CX Institutional CIK 0001737089 0.437 1568 57.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 54.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 52.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 51.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 50.5 9.3% 2 -0.2 pp +9.3 pp +9.3 pp +9.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 50.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 49.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 48.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 47.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 45.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 44.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 43.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 39.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 38.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 38.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 36.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 35.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 32.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 32.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 32.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 30.2 4.1% 3 -0.5 pp -0.6 pp +4.1 pp +4.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 30.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Avion Wealth CIK 0001792704 0.773 1750 29.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 29.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 28.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 28.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 27.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 27.5 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Human Investing LLC CIK 0001767513 0.861 105 27.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 26.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 26.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 25.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 25.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 25.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 25.1 12.0% 3 -0.4 pp -0.5 pp +12.0 pp +12.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 24.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 23.9 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 23.5 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 22.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 22.0 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 21.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 21.8 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 21.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 20.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 20.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 20.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 20.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 20.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.874 75 19.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 19.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 19.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 18.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 18.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIL Ltd CIK 0000318989 0.878 1140 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 17.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 17.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 17.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 16.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 16.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 16.6 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 16.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 15.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 15.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 15.5 1.4% 1 +1.4 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 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 15.1 7.0% 2 -0.7 pp +7.0 pp +7.0 pp +7.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 14.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 14.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 14.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆ADE, LLC CIK 0001845950 0.661 93 14.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 14.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 14.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 13.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 13.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 13.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 13.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 13.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 13.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 12.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 12.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 12.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.780 51 11.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 11.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 11.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 11.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 11.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 10.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 10.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 10.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.9 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆VCI Wealth Management LLC CIK 0002009388 0.229 99 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Red Wave Investments LLC CIK 0001846493 0.561 122 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CHOREO, LLC CIK 0001679031 0.797 1690 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.3 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 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 BNDX). Qtrs Held counts distinct quarters this fund has actually held BNDX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BNDX position size. Δ columns are the percentage-point change in BNDX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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