Signals

← Signals

☆BAI

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

Flow ranking

Rank#2271
Score / z0.000 / -0.00
Consensus163.83 over 357 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,928.3 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 678.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 293.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 180.3 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 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 168.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 148.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 130.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 92.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 91.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 87.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 72.2 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 65.9 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 65.0 2.8% 2 +1.7 pp +2.8 pp +2.8 pp +2.8 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 60.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 56.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 49.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 48.5 2.1% 2 +0.9 pp +2.1 pp +2.1 pp +2.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 47.2 0.0% 2 +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 45.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 37.6 6.4% 2 +1.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 36.1 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 31.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 29.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 29.4 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 27.6 2.1% 2 +1.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 25.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 23.7 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 19.7 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 18.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 18.2 2.3% 2 +1.5 pp +2.3 pp +2.3 pp +2.3 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 18.1 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 16.7 2.9% 2 +1.7 pp +2.9 pp +2.9 pp +2.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 16.0 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 15.6 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 15.4 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 15.3 1.5% 2 +0.7 pp +1.5 pp +1.5 pp +1.5 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 15.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 14.8 3.3% 2 +2.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 14.7 2.2% 2 +1.5 pp +2.2 pp +2.2 pp +2.2 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 14.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 12.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 11.6 1.7% 2 +1.0 pp +1.7 pp +1.7 pp +1.7 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 11.6 2.4% 2 +1.5 pp +2.4 pp +2.4 pp +2.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 11.5 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 11.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 10.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 10.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 10.2 2.6% 2 +1.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 10.0 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆EQ LLC CIK 0001757605 0.412 87 9.7 3.3% 2 +1.4 pp +3.3 pp +3.3 pp +3.3 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 9.6 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 9.6 1.7% 2 +1.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 9.3 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 9.2 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 9.0 2.3% 2 +1.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 8.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 8.8 2.7% 2 +1.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 8.4 4.0% 2 +2.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 8.3 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 8.2 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 8.0 4.8% 2 +3.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 7.9 2.4% 2 +1.5 pp +2.4 pp +2.4 pp +2.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Invst, LLC CIK 0001867587 0.314 343 7.5 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 7.5 3.5% 2 +2.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 7.4 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 7.4 2.7% 2 +1.8 pp +2.7 pp +2.7 pp +2.7 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 7.2 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆EWA, LLC CIK 0001835252 0.457 332 7.2 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 6.8 2.0% 2 +1.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 6.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 6.3 2.3% 2 +1.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.0 1.6% 2 +1.0 pp +1.6 pp +1.6 pp +1.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 5.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.6 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.3 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.3 1.8% 2 +0.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 5.3 1.2% 2 +0.8 pp +1.2 pp +1.2 pp +1.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 5.1 4.1% 2 +1.7 pp +4.1 pp +4.1 pp +4.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 5.0 2.3% 2 +1.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 5.0 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.8 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 4.7 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 4.7 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 4.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 4.4 3.7% 2 +2.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.4 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 4.3 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 4.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 3.9 2.1% 2 +1.4 pp +2.1 pp +2.1 pp +2.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.8 1.9% 2 +1.0 pp +1.9 pp +1.9 pp +1.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 3.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 3.7 1.2% 2 +0.8 pp +1.2 pp +1.2 pp +1.2 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 3.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.5 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 3.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 3.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.2 1.8% 2 +0.9 pp +1.8 pp +1.8 pp +1.8 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 3.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 3.0 1.4% 2 +0.9 pp +1.4 pp +1.4 pp +1.4 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 2.9 1.7% 2 +0.8 pp +1.7 pp +1.7 pp +1.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.7 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 2.3 1.0% 2 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
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☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 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
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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 BAI). Qtrs Held counts distinct quarters this fund has actually held BAI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BAI position size. Δ columns are the percentage-point change in BAI'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