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☆DBND

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

Flow ranking

Rank#944
Score / z0.075 / 0.11
Consensus34.50 over 64 funds
Momentumno 12m return

Price & positioning

225 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boothe Investment Group, Inc. CIK 0001749798 0.579 38 29.6 10.9% 2 +0.4 pp +10.9 pp +10.9 pp +10.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 28.8 8.3% 2 -0.5 pp +8.3 pp +8.3 pp +8.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 25.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 23.9 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 19.3 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 14.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 10.2 7.0% 2 -0.3 pp +7.0 pp +7.0 pp +7.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 9.7 5.5% 2 +0.9 pp +5.5 pp +5.5 pp +5.5 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 9.4 5.5% 2 -0.3 pp +5.5 pp +5.5 pp +5.5 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 8.5 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 8.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 8.4 4.1% 3 +0.2 pp +0.0 pp +4.1 pp +4.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 8.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 7.4 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 6.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 6.2 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 5.0 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 4.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 3.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 2.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.0 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
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 1.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 4 -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
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.1 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% 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 DBND). Qtrs Held counts distinct quarters this fund has actually held DBND (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DBND position size. Δ columns are the percentage-point change in DBND'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