Signals

← Signals

☆OBDC

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

Flow ranking

Rank#24481
Score / z-1.292 / -1.94
Consensus170.71 over 310 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 210.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆State of New Jersey Common Pension Fund A CIK 0001483262 0.906 3 194.9 69.1% 1 +69.1 pp +69.1 pp +69.1 pp +69.1 pp
☆OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 191.6 2.5% 2 -1.5 pp +2.5 pp +2.5 pp +2.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 187.7 0.0% 2 +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 169.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 134.3 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 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 126.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 95.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 86.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 77.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 69.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 55.9 1.2% 3 -0.2 pp -0.4 pp +1.2 pp +1.2 pp
☆Brown University CIK 0001664741 0.445 10 55.5 32.8% 2 -11.1 pp +32.8 pp +32.8 pp +32.8 pp
☆ROBERT WOOD JOHNSON FOUNDATION CIK 0000315157 0.507 2 53.9 43.3% 2 -10.1 pp +43.3 pp +43.3 pp +43.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 46.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAMILTON LANE ADVISORS LLC CIK 0001573767 0.219 14 43.5 25.0% 2 -11.0 pp +25.0 pp +25.0 pp +25.0 pp
☆Trustees of Dartmouth College CIK 0001599404 0.183 11 42.5 10.9% 2 -2.5 pp +10.9 pp +10.9 pp +10.9 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 41.5 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 34.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 31.8 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 31.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 31.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 30.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 29.8 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆SAGE ADVISORS, LLC CIK 0002032121 0.464 48 28.1 20.2% 2 -2.5 pp +20.2 pp +20.2 pp +20.2 pp
☆STRS OHIO CIK 0000820478 0.777 2154 26.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blue Owl Capital Holdings LP CIK 0001858703 0.121 71 26.1 8.1% 2 -1.4 pp +8.1 pp +8.1 pp +8.1 pp
☆Boston Partners CIK 0001386060 0.833 802 25.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 25.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 24.9 9.7% 2 +0.1 pp +9.7 pp +9.7 pp +9.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 24.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 22.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 21.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.6 0.0% 2 -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 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 15.1 4.4% 2 -0.8 pp +4.4 pp +4.4 pp +4.4 pp
☆Melia Wealth LLC CIK 0001964047 0.478 23 15.0 6.6% 2 -0.7 pp +6.6 pp +6.6 pp +6.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 14.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 11.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 10.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 9.7 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Enstar Group LTD CIK 0001363829 0.893 9 9.3 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.9 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 6.7 3.2% 2 -0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 6.5 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 5.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 5.2 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 4.8 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 4.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆M&G Plc CIK 0001802539 0.820 370 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 4.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 4.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 4.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 3.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 3.7 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 3.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 2.6 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 2.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 2.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.237 178 2.0 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 1.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.9 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 1.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Barnett & Company, Inc. CIK 0001426588 0.122 86 1.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 1.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 1.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 1.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chaney Capital Management, Inc. CIK 0002012041 0.822 45 1.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Nordwand Advisors, LLC CIK 0001962713 0.363 146 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 1.3 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.2 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.5 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 OBDC). Qtrs Held counts distinct quarters this fund has actually held OBDC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OBDC position size. Δ columns are the percentage-point change in OBDC'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