Signals

← Signals

☆MBB

1003 in-universe funds with a nonzero position in MBB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#54
Score / z2.847 / 4.27
Consensus303.28 over 620 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+45% / 1.6d ⚡

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 6,840.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,917.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2,616.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,549.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2,414.0 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,141.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,357.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 900.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 726.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCERE HOLDINGS LTD (RNR, RNR-PF, RNR-PG) CIK 0000913144 0.928 5 366.6 49.5% 2 +7.6 pp +49.5 pp +49.5 pp +49.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 344.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 338.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 303.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 274.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 252.6 13.5% 2 +3.9 pp +13.5 pp +13.5 pp +13.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 242.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 226.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 222.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 207.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 193.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 192.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 180.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 176.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 170.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 169.6 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 168.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 156.9 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 150.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 149.6 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 140.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 135.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 130.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 128.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 127.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 123.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 122.2 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 112.7 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 109.8 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 99.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 96.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 81.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 75.7 13.8% 2 +0.6 pp +13.8 pp +13.8 pp +13.8 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 69.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 67.5 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 66.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 66.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 65.5 0.0% 2 -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 63.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 63.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 62.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 61.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 60.1 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 59.6 8.3% 2 +0.4 pp +8.3 pp +8.3 pp +8.3 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 58.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 57.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 56.8 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 56.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 54.4 4.4% 2 +2.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 52.4 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 51.3 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 51.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 50.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 47.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 47.2 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 47.0 5.8% 2 +0.4 pp +5.8 pp +5.8 pp +5.8 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 46.8 5.9% 3 -0.6 pp -0.9 pp +5.9 pp +5.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 43.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 43.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 42.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 41.9 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 40.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 39.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 39.6 1.6% 2 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 38.4 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 38.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 36.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Cerity Partners OCIO LLC CIK 0001519611 0.571 28 35.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 34.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 34.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 34.2 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 33.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 33.0 4.1% 2 +0.9 pp +4.1 pp +4.1 pp +4.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 32.7 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 32.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 31.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 31.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 31.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 30.6 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 30.2 0.7% 2 -0.8 pp +0.7 pp +0.7 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 29.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 29.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 29.0 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 29.0 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 28.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 27.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 25.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 24.7 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 24.5 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 24.0 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 23.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 23.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 23.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Avanda Investment Management Pte. Ltd. CIK 0001650258 0.016 36 23.5 18.5% 2 +5.2 pp +18.5 pp +18.5 pp +18.5 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 23.1 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 22.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 22.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 21.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 21.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 21.6 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 21.5 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 21.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 21.0 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 20.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 20.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 20.1 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 20.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 19.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 19.2 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 19.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 18.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 18.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 18.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 18.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 18.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 17.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 17.8 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 17.6 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 17.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 17.2 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 17.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 16.7 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 16.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 16.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital International Investors CIK 0001562230 0.968 446 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 16.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 16.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 16.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 15.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 15.8 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 2.7 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
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☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -6.1 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
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 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
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 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
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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 +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 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
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -3.8 pp -4.3 pp -6.9 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -1.7 pp -1.7 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 MBB). Qtrs Held counts distinct quarters this fund has actually held MBB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MBB position size. Δ columns are the percentage-point change in MBB'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