Signals

← Signals

☆KBWB

217 in-universe funds with a nonzero position in KBWB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#19131
Score / z0.000 / -0.02
Consensus81.75 over 140 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 ▾
☆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 918.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 250.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 221.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 214.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 210.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 136.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 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 79.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 66.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 54.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 53.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 49.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Guardian Partners Inc. CIK 0001884799 0.412 391 44.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 33.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 32.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 29.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 29.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 22.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 20.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 19.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 18.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 14.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 14.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 12.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 8.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 8.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 7.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 7.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WP Advisors, LLC CIK 0001697796 0.593 119 6.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Helix Partners Management LP CIK 0001995612 0.148 10 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.278 323 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.6 0.0% 1 +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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.5 0.0% 1 +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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.216 86 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collar Capital Management, LLC CIK 0002056719 0.177 73 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 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 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curat Global, LLC CIK 0002063003 0.123 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 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 KBWB). Qtrs Held counts distinct quarters this fund has actually held KBWB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KBWB position size. Δ columns are the percentage-point change in KBWB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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