Signals

← Signals

☆BOND

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

Flow ranking

Rank#297
Score / z0.669 / 0.94
Consensus180.30 over 342 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-50% / 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)
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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 314.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 269.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 195.5 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 184.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 153.8 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 147.7 7.8% 3 -0.2 pp -0.8 pp +7.8 pp +7.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 144.5 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 138.0 0.8% 3 +0.2 pp +0.2 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 135.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 122.5 9.5% 3 +4.5 pp +4.5 pp +9.5 pp +9.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 103.9 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 98.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 87.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 82.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 72.3 14.5% 3 +1.5 pp +1.7 pp +14.5 pp +14.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 71.9 1.7% 3 +0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 71.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 59.7 0.5% 3 +0.3 pp +0.2 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 59.1 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 59.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 58.1 2.0% 3 +0.3 pp +0.2 pp +2.0 pp +2.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 54.1 6.9% 3 +1.6 pp +1.6 pp +6.9 pp +6.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 51.9 0.6% 3 -0.2 pp -0.3 pp +0.6 pp +0.6 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 45.8 10.6% 3 -0.3 pp -0.2 pp +10.6 pp +10.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 45.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 42.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 41.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 39.1 5.4% 3 +0.4 pp +0.1 pp +5.4 pp +5.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 39.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 38.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 36.8 9.2% 3 -0.1 pp +1.0 pp +9.2 pp +9.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 36.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 35.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 27.4 1.6% 3 +0.3 pp +0.3 pp +1.6 pp +1.6 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 26.5 3.3% 3 +0.0 pp -1.8 pp +3.3 pp +3.3 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 25.6 5.1% 3 +0.1 pp -0.3 pp +5.1 pp +5.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 25.0 2.9% 3 -0.1 pp -0.2 pp +2.9 pp +2.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 24.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 24.8 3.9% 3 +0.6 pp +1.9 pp +3.9 pp +3.9 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 24.8 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 24.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 24.4 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 24.2 3.5% 3 -0.0 pp -0.1 pp +3.5 pp +3.5 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 23.8 3.3% 3 +1.5 pp +1.6 pp +3.3 pp +3.3 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 22.3 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 22.1 6.4% 3 +2.0 pp +2.2 pp +6.4 pp +6.4 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 22.1 8.8% 3 -0.0 pp -0.2 pp +8.8 pp +8.8 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 21.5 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 21.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 19.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 18.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 17.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 17.4 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 17.4 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 17.1 5.6% 3 -0.2 pp -0.5 pp +5.6 pp +5.6 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 16.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 15.5 5.3% 3 +0.7 pp +1.0 pp +5.3 pp +5.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 15.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 14.4 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 14.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 14.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 13.9 5.1% 3 +0.2 pp +0.2 pp +5.1 pp +5.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 13.4 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 13.2 1.7% 3 +0.2 pp +0.4 pp +1.7 pp +1.7 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 13.1 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 13.0 4.0% 3 +0.6 pp +0.7 pp +4.0 pp +4.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 12.6 17.9% 3 +1.1 pp +2.6 pp +17.9 pp +17.9 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 12.5 1.3% 3 +0.0 pp +0.2 pp +1.3 pp +1.3 pp
☆STEPH & CO CIK 0000941519 0.731 283 12.5 3.6% 3 +0.0 pp +0.1 pp +3.6 pp +3.6 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 12.4 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 12.1 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 11.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 11.6 5.9% 3 -0.1 pp -2.2 pp +5.9 pp +5.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 11.3 2.0% 3 +0.2 pp +0.1 pp +2.0 pp +2.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 11.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 11.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 10.8 2.7% 3 +0.1 pp +0.2 pp +2.7 pp +2.7 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 10.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 10.1 4.2% 3 +0.1 pp +0.3 pp +4.2 pp +4.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 9.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 9.8 4.1% 3 -4.4 pp -4.3 pp +4.1 pp +4.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 9.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 9.5 9.4% 3 -0.4 pp -0.7 pp +9.4 pp +9.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 9.2 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 8.9 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 8.6 4.6% 3 -0.1 pp -0.1 pp +4.6 pp +4.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 8.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 8.2 2.4% 1 +2.4 pp +1.1 pp +2.4 pp +2.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 7.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 7.3 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 7.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.2 2.4% 3 +0.2 pp +0.2 pp +2.4 pp +2.4 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 7.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 7.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 6.9 2.1% 4 -0.0 pp -0.1 pp -0.2 pp +2.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 6.7 1.2% 4 +0.2 pp +0.5 pp +0.8 pp +1.2 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 6.7 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 6.6 3.3% 3 +0.1 pp +0.3 pp +3.3 pp +3.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 6.5 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 6.3 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 6.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 6.0 2.6% 3 +0.5 pp +0.2 pp +2.6 pp +2.6 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 5.7 0.7% 3 +0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 5.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 5.6 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 5.5 3.1% 3 +0.1 pp -0.2 pp +3.1 pp +3.1 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 5.5 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 5.2 2.9% 5 -0.7 pp -0.8 pp -1.0 pp +1.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 5.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 5.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.7 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 4.7 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 4.5 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 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 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 4.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 4.1 2.5% 3 -0.4 pp -0.4 pp +2.5 pp +2.5 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 4.1 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 4.0 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 3.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 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
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -1.5 pp -1.6 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 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 +0.0 pp -0.2 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
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 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
☆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
☆Archer Investment Corp CIK 0001803804 0.301 1254 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
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -3.9 pp -3.3 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -2.5 pp -2.3 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
☆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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp -2.0 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 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 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp -0.1 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
☆Apexium Financial, LP CIK 0001765285 0.880 288 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
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.8 pp -1.1 pp -1.4 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -1.9 pp -1.8 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -2.2 pp -2.1 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -1.0 pp -0.9 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
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 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 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
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 (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