Signals

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☆DBND

112 in-universe funds with a nonzero position in DBND within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1279
Score / z0.036 / 0.01
Consensus38.77 over 69 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
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 ▾
☆CWM, LLC CIK 0001535847 0.788 5645 82.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 44.3 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 36.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 34.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boothe Investment Group, Inc. CIK 0001749798 0.579 38 31.1 10.0% 4 -0.7 pp -0.8 pp -0.4 pp +10.0 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 29.1 8.4% 4 -0.1 pp +0.1 pp -0.4 pp +8.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 26.6 2.2% 4 +0.2 pp +0.0 pp -0.0 pp +2.2 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 23.9 6.6% 4 +0.1 pp +0.8 pp +1.0 pp +6.6 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 22.7 1.9% 3 +1.5 pp +1.7 pp +1.9 pp +1.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 14.1 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 14.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 11.9 7.0% 2 +0.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 10.6 0.6% 4 -0.0 pp -0.2 pp -0.3 pp +0.6 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 10.2 5.4% 4 -0.1 pp -0.1 pp -0.4 pp +5.4 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 9.9 6.5% 4 +0.0 pp -0.5 pp -0.9 pp +6.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.5 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 9.3 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 8.7 3.8% 4 -0.0 pp +0.3 pp +0.3 pp +3.8 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.7 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 8.1 2.2% 4 -0.3 pp -0.3 pp -0.3 pp +2.2 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 7.5 3.8% 4 -1.4 pp -1.8 pp -0.9 pp +3.8 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 7.4 0.4% 5 -0.1 pp -0.3 pp -0.5 pp -0.6 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 6.2 2.0% 4 +0.5 pp +0.3 pp -0.2 pp +2.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.8 2.7% 5 +0.3 pp -1.4 pp -1.2 pp -1.3 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 5.2 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 3.9 1.7% 4 +0.3 pp +0.5 pp +0.5 pp +1.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 3.2 0.7% 4 +0.2 pp +0.1 pp +0.0 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 2.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.9 0.0% 4 +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 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 1.2 1.5% 4 -0.0 pp +0.6 pp +0.6 pp +1.5 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 1.1 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.0 0.5% 4 -0.0 pp -0.1 pp -0.3 pp +0.5 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.9 0.0% 1 +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 0.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.6 0.3% 5 -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% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.5 0.0% 4 -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 0.5 0.0% 1 +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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.4 0.0% 3 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blue Line Capital, LLC / IL CIK 0002111406 0.085 75 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 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 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 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
☆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
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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