Signals

← Signals

☆SBAR

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

Flow ranking

Rank#21798
Score / z0.000 / -0.02
Consensus22.84 over 51 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 ▾
☆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 69.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 46.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 30.1 0.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 24.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 16.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 12.6 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 9.2 2.4% 2 +1.8 pp +2.4 pp +2.4 pp +2.4 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 8.2 2.3% 4 +0.5 pp +1.1 pp +1.3 pp +2.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 4.3 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 3.4 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 3.0 1.1% 3 -0.0 pp +0.4 pp +1.1 pp +1.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 2.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 2.5 0.7% 4 -0.0 pp +0.2 pp +0.5 pp +0.7 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 2.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 2.4 1.1% 3 -0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 2.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 1.7 0.7% 3 +0.3 pp +0.4 pp +0.7 pp +0.7 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.173 72 1.6 1.0% 4 +0.1 pp +0.3 pp +0.4 pp +1.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCare Asset Management, LLC CIK 0002034181 0.022 73 1.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 1.3 0.7% 4 +0.0 pp +0.3 pp +0.5 pp +0.7 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 1.3 0.2% 4 -0.1 pp -0.1 pp -0.8 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 0.7 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.4 0.1% 4 -4.2 pp -4.2 pp -3.7 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.3 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.1 0.1% 1 +0.1 pp -1.7 pp -1.9 pp +0.1 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 -0.2 pp -0.2 pp -0.4 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 3 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 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 0.0 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 0.0 0.0% 4 -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 -1.1 pp -0.5 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.2 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 +0.0 pp -0.2 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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 +0.0 pp +0.0 pp -1.7 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 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
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 (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