Signals

← Signals

☆BALT

192 in-universe funds with a nonzero position in BALT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#749
Score / z0.168 / 0.20
Consensus62.92 over 141 funds
Momentumno 12m return

Price & positioning

226 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)
–
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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 55.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 27.0 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 26.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 24.5 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 23.7 12.9% 3 -0.4 pp +0.1 pp +12.9 pp +12.9 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 22.3 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 20.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 18.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 18.3 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 17.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 15.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 15.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 15.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 14.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 13.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 13.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 11.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 10.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 10.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.2 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 9.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 9.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 7.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 7.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 7.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 6.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 6.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 6.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 5.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 4.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 4.7 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 4.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 3.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SFMG, LLC CIK 0001512026 0.796 334 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 2.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 0.2 0.0% 1 +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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 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 0.1 0.0% 1 +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 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -4.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.1 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 BALT). Qtrs Held counts distinct quarters this fund has actually held BALT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BALT position size. Δ columns are the percentage-point change in BALT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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