Signals

← Signals

☆MBSF

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

Flow ranking

Rank#1423
Score / z0.016 / 0.00
Consensus23.37 over 50 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Castleview Partners, LLC CIK 0001737088 0.131 223 25.4 11.2% 5 -1.8 pp -2.8 pp -3.6 pp -3.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 15.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 11.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.467 259 10.9 0.8% 3 +0.4 pp +0.6 pp +0.8 pp +0.8 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 8.7 2.5% 5 +0.0 pp +0.0 pp +0.2 pp +1.1 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 6.5 0.8% 5 -0.1 pp -0.2 pp -0.1 pp -0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 5.4 2.4% 6 -0.1 pp -0.1 pp +0.0 pp -1.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 5.3 2.3% 5 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 4.4 0.7% 5 -0.8 pp -1.1 pp -1.3 pp -1.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.2 0.8% 5 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 3.2 1.0% 5 -0.6 pp -0.2 pp -0.2 pp -0.3 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 3.0 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.5 0.1% 5 -0.1 pp -0.5 pp -0.7 pp -0.7 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.5 1.0% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.1 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.9 0.9% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.4 0.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.3 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 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 1.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 5 -0.0 pp -0.1 pp -0.7 pp -1.0 pp
☆Commerce Advisors, LLC CIK 0001567247 0.122 128 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diesslin Group, Inc. CIK 0002108559 0.461 59 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J2 Capital Management Inc CIK 0001586882 0.168 123 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.1 0.0% 5 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 +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
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.4 pp
☆Concorde Financial Corp CIK 0001911822 0.418 26 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 MBSF). Qtrs Held counts distinct quarters this fund has actually held MBSF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MBSF position size. Δ columns are the percentage-point change in MBSF'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