Signals

← Signals

☆CUSIP:09290C848

138 in-universe funds with a nonzero position in CUSIP:09290C848 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#5343
Score / z0.000 / -0.02
Consensus34.32 over 55 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownnot computed
Short interestnot computed

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 ▾
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 5 -0.0 pp -0.4 pp -0.4 pp -0.1 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.2% 5 -0.4 pp -0.3 pp -0.4 pp -0.4 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 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.0 0.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 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% 1 +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
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.0 0.2% 5 -0.0 pp -0.0 pp -1.8 pp -2.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.9% 5 -0.3 pp -0.4 pp -0.7 pp -0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 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
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -1.7 pp -2.1 pp -2.2 pp -2.9 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 2.8% 5 -0.2 pp -0.7 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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 0.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 5 -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
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.6% 5 -0.1 pp -0.6 pp -8.2 pp -12.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 1 +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
☆Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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 CUSIP:09290C848). Qtrs Held counts distinct quarters this fund has actually held CUSIP:09290C848 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:09290C848 position size. Δ columns are the percentage-point change in CUSIP:09290C848'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