Signals

← Signals

☆BOND

655 in-universe funds with a nonzero position in BOND within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#132
Score / z1.699 / 2.03
Consensus203.78 over 388 funds
Momentum-0.26 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-1%
Short interest-16% / 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 367.3 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 352.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 264.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 257.1 0.1% 6 +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 207.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 170.0 0.8% 5 -0.2 pp +0.0 pp +0.2 pp +0.2 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 169.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 169.3 1.4% 5 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 165.7 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 154.0 7.4% 5 -0.5 pp -0.4 pp -0.6 pp -1.1 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 124.2 9.6% 5 -0.2 pp +0.1 pp +4.6 pp +4.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 122.9 0.7% 5 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 119.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 114.7 3.5% 5 +0.1 pp +1.4 pp +1.7 pp +1.6 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 106.6 15.5% 5 -1.5 pp +4.9 pp +4.6 pp +4.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 91.4 1.4% 5 -0.2 pp -0.6 pp -0.4 pp -0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 87.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 83.5 1.8% 5 +0.0 pp +0.1 pp +0.2 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 73.7 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 60.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 60.1 6.3% 5 -0.9 pp -0.6 pp +1.0 pp +1.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 59.0 11.5% 5 -2.9 pp -3.0 pp -1.5 pp -1.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 55.5 0.5% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 53.8 5.8% 5 -0.6 pp +0.4 pp +0.8 pp +0.5 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 52.5 1.9% 3 -0.3 pp +0.3 pp +1.9 pp +1.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 52.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 51.0 3.1% 2 +0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 50.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 44.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 43.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 42.0 0.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 40.8 9.9% 5 -0.3 pp +0.6 pp +0.6 pp +1.6 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 39.9 3.3% 5 -0.4 pp +3.0 pp +2.9 pp +2.9 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 37.8 4.3% 5 +0.1 pp +0.4 pp +1.1 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 37.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 35.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 34.5 20.3% 2 -0.1 pp +20.3 pp +20.3 pp +20.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 33.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 31.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 30.6 10.8% 5 +1.9 pp +2.0 pp +2.0 pp +1.9 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 30.5 1.7% 5 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 29.2 2.7% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 28.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 28.5 1.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 27.2 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 25.4 2.8% 5 -0.3 pp -0.5 pp +1.1 pp +1.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 25.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 25.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 24.9 4.4% 5 -0.5 pp -0.7 pp -0.6 pp -1.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 24.7 2.1% 3 -0.3 pp +0.1 pp +2.1 pp +2.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 24.5 3.2% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 22.6 2.3% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 22.1 1.1% 5 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 21.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 20.9 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 20.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 20.5 5.8% 5 +0.2 pp +0.2 pp +0.0 pp -0.2 pp
☆Lynch Investment Planning, LLC CIK 0002110354 0.596 56 19.5 14.9% 2 -1.0 pp +14.9 pp +14.9 pp +14.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 19.1 0.9% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 18.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 18.3 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 18.1 0.3% 4 -0.1 pp -0.5 pp -0.8 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Addison Capital Co CIK 0001581465 0.465 184 17.6 2.9% 5 -0.2 pp +2.8 pp +2.8 pp +2.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 16.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 16.4 6.2% 3 -0.4 pp -0.7 pp +6.2 pp +6.2 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 16.2 21.1% 5 -0.5 pp +3.3 pp +4.4 pp +5.9 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 15.7 11.9% 2 -0.4 pp +11.9 pp +11.9 pp +11.9 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 15.4 4.7% 5 -0.4 pp -0.3 pp -0.1 pp -0.2 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 15.1 3.4% 5 -3.0 pp -3.0 pp -0.9 pp -0.8 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 14.8 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 14.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 14.7 0.8% 5 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 14.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 14.5 1.7% 5 -0.1 pp -0.0 pp +0.2 pp +0.4 pp
☆KWMG, LLC CIK 0001633024 0.515 153 14.5 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 14.3 2.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 14.2 1.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 13.7 4.0% 5 -0.1 pp -0.1 pp +0.5 pp +0.6 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 13.4 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 12.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Vavra Capital Management, LLC CIK 0002106605 0.759 22 12.9 11.3% 2 -1.2 pp +11.3 pp +11.3 pp +11.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 12.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 12.7 0.3% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 12.5 6.0% 5 -0.6 pp +0.1 pp +0.1 pp -2.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 12.3 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 12.1 1.9% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 11.7 1.7% 5 +0.2 pp +0.6 pp +0.8 pp +0.8 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 11.7 2.3% 5 -10.0 pp +1.8 pp +1.5 pp +1.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 11.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 11.5 3.1% 5 -2.1 pp -2.2 pp -1.5 pp -1.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 11.4 0.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 11.2 2.8% 5 -0.2 pp -0.7 pp -0.7 pp -0.6 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 11.0 4.0% 5 -0.4 pp -0.2 pp -0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 10.5 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 10.3 3.1% 5 +0.9 pp +2.5 pp +2.6 pp +2.7 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 9.9 3.9% 5 -0.2 pp -0.2 pp -4.6 pp -4.6 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 9.9 1.5% 6 -0.0 pp +0.3 pp +0.5 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 9.5 2.6% 3 -0.2 pp +0.2 pp +2.6 pp +1.4 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 9.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Catalyst Investment Management LLC CIK 0002055584 0.252 73 9.3 8.4% 2 -0.3 pp +8.4 pp +8.4 pp +8.4 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 9.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 8.6 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 7.9 1.4% 5 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 7.9 2.3% 5 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 7.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 7.6 2.6% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.6 0.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 7.5 3.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 7.5 1.0% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 7.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 7.4 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 7.4 0.4% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 7.2 2.0% 6 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 7.2 3.5% 5 -0.1 pp -1.0 pp -1.1 pp -1.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.2 0.1% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 6.6 0.3% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 6.6 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 6.5 4.1% 3 -0.6 pp -0.4 pp +4.1 pp +4.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 6.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 6.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 6.1 1.8% 5 -0.2 pp -0.8 pp -0.3 pp -0.6 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 5.9 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 5.9 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.8 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 5.7 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 5.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 5.6 4.3% 2 +0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 5.5 1.6% 5 +0.2 pp +0.4 pp +0.6 pp +0.5 pp
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☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 5.2 2.6% 5 -0.0 pp +0.7 pp +1.0 pp +1.2 pp
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☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 4.3 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
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☆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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -1.2 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -0.8 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
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -1.8 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
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 -0.6 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 +0.0 pp +0.0 pp -0.1 pp
☆Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 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
☆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
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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