Signals

← Signals

☆BOND

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

Flow ranking

Rank#363
Score / z0.514 / 0.77
Consensus154.72 over 303 funds
Momentumno 12m return

Price & positioning

249 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 ▾
☆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 276.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 215.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 198.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 155.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 149.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 146.9 8.0% 2 -0.5 pp +8.0 pp +8.0 pp +8.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 133.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 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 114.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 93.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 93.4 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 91.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 77.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 76.0 0.0% 2 -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 66.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 65.8 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 63.8 12.9% 2 +0.2 pp +12.9 pp +12.9 pp +12.9 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 60.5 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 57.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 49.7 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 47.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 45.0 10.9% 2 +0.1 pp +10.9 pp +10.9 pp +10.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 40.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 39.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 38.6 5.3% 2 +0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 35.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 35.3 5.0% 2 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 35.1 9.3% 2 +1.1 pp +9.3 pp +9.3 pp +9.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 34.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 29.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 26.0 3.3% 2 -1.8 pp +3.3 pp +3.3 pp +3.3 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 24.7 5.0% 2 -0.4 pp +5.0 pp +5.0 pp +5.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 24.6 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 23.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 23.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 23.5 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 23.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 22.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 21.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 21.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 21.0 8.8% 2 -0.1 pp +8.8 pp +8.8 pp +8.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 20.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 20.1 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 19.9 8.5% 2 +0.0 pp +8.5 pp +8.5 pp +8.5 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 19.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 18.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 17.5 3.2% 2 +1.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 17.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 17.3 5.7% 2 -0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 16.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 16.3 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 15.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 14.2 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 14.1 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 13.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆KWMG, LLC CIK 0001633024 0.515 153 13.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 13.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 12.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 12.6 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 12.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 11.7 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆STEPH & CO CIK 0000941519 0.731 283 11.7 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 11.3 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 11.3 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 11.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 11.3 16.7% 2 +1.5 pp +16.7 pp +16.7 pp +16.7 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 11.3 5.9% 2 -2.1 pp +5.9 pp +5.9 pp +5.9 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 11.0 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 10.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 10.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 10.2 9.8% 2 -0.3 pp +9.8 pp +9.8 pp +9.8 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 10.2 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 10.0 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 9.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 9.5 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 9.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 9.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 8.8 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 8.3 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.9 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.4 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 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 7.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 7.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 7.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 6.8 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 6.4 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 6.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 6.2 3.6% 4 -0.1 pp -0.4 pp +1.7 pp +3.6 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 6.1 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 6.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 6.1 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 6.0 1.6% 2 -1.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 5.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 5.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 5.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 5.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 5.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 5.5 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 5.4 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 5.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 5.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 5.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 5.1 1.0% 3 +0.3 pp +0.5 pp +1.0 pp +1.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 5.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 5.0 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 4.7 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 4.6 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 4.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 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 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 4.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 4.2 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 4.1 0.8% 3 -0.2 pp -0.5 pp +0.8 pp +0.8 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 4.1 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.9 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 3.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 3.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 3.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 3.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 3.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 3.2 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
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☆Northwest Financial Advisors CIK 0002010635 0.000 89 3.1 3.9% 2 +0.7 pp +3.9 pp +3.9 pp +3.9 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 3.0 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 3.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 2.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 2.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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
☆Fairway Financial, LLC CIK 0001921009 0.690 23 2.6 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 2.5 1.9% 3 -0.2 pp -0.2 pp +1.9 pp +1.9 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 2.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Menard Financial Group LLC CIK 0001803156 0.228 80 2.4 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 2.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.6 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 1.6 0.5% 2 -0.6 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 1.5 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 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 1.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 1.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Advisor OS, LLC CIK 0001767580 0.509 586 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆MFA Wealth Services CIK 0001989379 0.288 134 1.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 1.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 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
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 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
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -2.5 pp -2.3 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -2.0 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 BOND). Qtrs Held counts distinct quarters this fund has actually held BOND (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BOND position size. Δ columns are the percentage-point change in BOND'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