Signals

← Signals

☆OBDC

536 in-universe funds with a nonzero position in OBDC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22847
Score / z-0.986 / -1.41
Consensus145.59 over 281 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+24% / 2.9d

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 204.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 195.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund A CIK 0001483262 0.906 3 189.7 70.3% 2 +1.2 pp +70.3 pp +70.3 pp +70.3 pp
☆OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 186.1 2.4% 3 -0.1 pp -1.6 pp +2.4 pp +2.4 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 151.2 0.0% 4 -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 113.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 106.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 84.3 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 82.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 67.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 54.4 1.1% 4 -0.1 pp -0.3 pp -0.4 pp +1.1 pp
☆ROBERT WOOD JOHNSON FOUNDATION CIK 0000315157 0.507 2 52.4 42.3% 3 -1.0 pp -11.1 pp +42.3 pp +42.3 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 47.7 2.3% 3 -0.0 pp -0.5 pp +2.3 pp +2.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 44.9 0.0% 3 -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 42.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAMILTON LANE ADVISORS LLC CIK 0001573767 0.219 14 42.3 23.3% 3 -1.7 pp -12.7 pp +23.3 pp +23.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 40.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown University CIK 0001664741 0.445 10 40.1 28.1% 3 -4.7 pp -15.8 pp +28.1 pp +28.1 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 35.4 2.0% 3 +0.6 pp +0.2 pp +2.0 pp +2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 31.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 30.5 9.6% 3 -0.1 pp +0.1 pp +9.6 pp +9.6 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 27.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STRS OHIO CIK 0000820478 0.777 2154 26.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SAGE ADVISORS, LLC CIK 0002032121 0.464 48 25.6 17.0% 3 -3.2 pp -5.7 pp +17.0 pp +17.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 23.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 23.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 22.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 22.4 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 20.7 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 19.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 19.1 5.3% 3 +1.0 pp +0.2 pp +5.3 pp +5.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 18.2 0.0% 3 -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 16.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 14.9 1.2% 3 -0.9 pp -1.5 pp +1.2 pp +1.2 pp
☆Melia Wealth LLC CIK 0001964047 0.478 23 14.8 6.8% 3 +0.3 pp -0.4 pp +6.8 pp +6.8 pp
☆CAZ INVESTMENTS LP CIK 0001159363 0.045 49 14.0 24.2% 1 +24.2 pp +24.2 pp +24.2 pp +24.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 13.1 0.0% 3 +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 13.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 13.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 11.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 11.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 10.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 8.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 8.2 3.8% 3 +0.7 pp +0.3 pp +3.8 pp +3.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 8.0 0.5% 3 -0.2 pp -0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.3 0.9% 3 -0.8 pp -1.3 pp +0.9 pp +0.9 pp
☆Enstar Group LTD CIK 0001363829 0.893 9 7.3 2.8% 3 -0.6 pp -0.9 pp +2.8 pp +2.8 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 6.9 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 6.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 6.3 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 6.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 5.9 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 5.9 1.8% 3 +0.2 pp +0.1 pp +1.8 pp +1.8 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 5.8 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.8 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.2 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 5.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 5.0 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 5.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 4.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 4.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 4.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 4.3 0.8% 3 +0.3 pp +0.6 pp +0.8 pp +0.8 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 3.8 3.1% 3 +0.2 pp +0.2 pp +3.1 pp +3.1 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 3.7 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&G Plc CIK 0001802539 0.820 370 3.6 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 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 3.2 0.6% 3 -0.0 pp -0.3 pp +0.6 pp +0.6 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 3.0 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 3.0 1.1% 3 +0.5 pp +0.1 pp +1.1 pp +1.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulldog Investors, LLP CIK 0001504304 0.136 225 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 2.5 0.8% 3 +0.6 pp +0.6 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 2.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 2.3 1.2% 3 -0.3 pp -0.6 pp +1.2 pp +1.2 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 2.3 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 2.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 2.2 0.9% 3 +0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 2.2 0.8% 3 +0.2 pp -0.0 pp +0.8 pp +0.8 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 2.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 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 1.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 1.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Barnett & Company, Inc. CIK 0001426588 0.122 86 1.5 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chaney Capital Management, Inc. CIK 0002012041 0.822 45 1.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 -0.3 pp -0.4 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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 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
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 0.0 0.0% 0 +0.0 pp -0.2 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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 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
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 0 -0.0 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
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Owl Capital Holdings LP CIK 0001858703 0.121 71 0.0 0.0% 0 -8.1 pp -9.5 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 0 -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% 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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