Signals

← Signals

☆EBND

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

Flow ranking

Rank#16744
Score / z0.000 / -0.02
Consensus95.75 over 171 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 742.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 625.3 1.5% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 172.3 0.6% 3 -0.3 pp -0.3 pp +0.6 pp +0.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 54.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 35.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 29.3 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.5 0.0% 5 -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 20.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 17.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 9.7 6.4% 2 +1.5 pp +6.4 pp +6.4 pp +6.4 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 8.4 3.5% 5 +0.4 pp +1.1 pp +1.0 pp +0.9 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 8.2 1.2% 4 -0.1 pp +0.1 pp -0.1 pp +1.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.0 0.0% 3 -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 5.3 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 5.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 4.6 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 4.4 2.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 3.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 3.3 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.4 0.0% 5 -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 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 2.2 1.2% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 2.1 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 1.8 0.6% 5 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 1.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 1.3 0.4% 5 -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 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.2 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 1.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 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 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.7 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.6 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.5 0.1% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.5 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.5 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.3 0.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.3 0.1% 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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCB Capital LLC CIK 0002123661 0.087 114 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 0.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 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 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 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 EBND). Qtrs Held counts distinct quarters this fund has actually held EBND (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EBND position size. Δ columns are the percentage-point change in EBND'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