Signals

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☆SBAR

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

Flow ranking

Rank#20003
Score / z0.000 / -0.01
Consensus16.27 over 38 funds
Momentumnot computed

Price & positioning

224 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 24.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 10.2 4.3% 2 +0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 7.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 4.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 3.4 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 1.7 0.3% 2 -0.7 pp +0.3 pp +0.3 pp +0.3 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.5 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 1.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 1 +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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 0.0 0.0% 0 +0.0 pp -1.7 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 -0.2 pp -0.3 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 SBAR). Qtrs Held counts distinct quarters this fund has actually held SBAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SBAR position size. Δ columns are the percentage-point change in SBAR'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