Signals

← Signals

☆BALT

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

Flow ranking

Rank#370
Score / z0.595 / 0.70
Consensus103.29 over 211 funds
Momentumno 12m return

Price & positioning

227 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)
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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 ▾
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 93.0 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 87.1 5.5% 4 -0.5 pp -0.5 pp -1.4 pp +5.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 82.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 66.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 60.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 47.5 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 47.4 0.5% 5 -0.1 pp -0.1 pp +0.2 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 42.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 35.5 9.8% 5 -0.4 pp -0.5 pp -0.4 pp +9.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 34.5 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 33.5 8.5% 5 -0.7 pp -0.3 pp -0.1 pp -0.7 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 31.2 7.4% 5 -0.3 pp +0.1 pp +0.5 pp +0.4 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 30.8 9.6% 4 -7.2 pp +0.2 pp +0.4 pp +9.6 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 29.3 13.2% 5 -0.8 pp +6.4 pp +6.6 pp +6.3 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 27.0 11.6% 7 -0.8 pp -0.9 pp -0.6 pp -1.3 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 25.4 12.0% 5 -0.9 pp -0.9 pp -2.8 pp -1.8 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 22.9 1.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 22.3 0.4% 3 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 21.3 0.8% 6 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 19.3 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 18.9 0.7% 5 -0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 18.0 0.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 16.8 6.6% 5 -0.6 pp -0.6 pp -1.0 pp -1.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 16.3 2.1% 5 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 15.6 1.8% 5 -0.2 pp -0.1 pp +0.1 pp +0.2 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 15.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 14.6 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 14.5 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 13.6 0.7% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 13.0 0.1% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 12.0 0.7% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 12.0 7.9% 2 +0.1 pp +7.9 pp +7.9 pp +7.9 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 11.9 2.9% 5 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.3 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 11.3 2.2% 4 +0.0 pp +0.5 pp +1.2 pp +2.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.8 2.8% 5 -0.1 pp -0.4 pp -0.4 pp -0.7 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 10.4 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 10.4 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.2 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 10.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 9.8 4.0% 5 +0.3 pp +0.1 pp +0.2 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 9.6 0.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 9.5 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 9.3 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 9.3 5.1% 5 -0.4 pp -0.1 pp +0.1 pp +0.2 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 8.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 8.0 0.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 7.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 7.3 0.4% 5 -0.1 pp +0.0 pp -1.3 pp -2.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.1 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 7.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 7.0 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 6.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp -1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 6.3 2.9% 6 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 6.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 6.1 1.5% 5 -1.2 pp -1.3 pp -1.2 pp -1.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 5.5 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 5.3 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 5.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 5.2 2.7% 5 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 5.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 4.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 4.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.7 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 4.5 3.1% 3 -0.4 pp -0.7 pp +3.1 pp +3.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 4.4 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 4.3 2.3% 5 +0.1 pp -0.2 pp -1.3 pp -1.4 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 4.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 3.9 1.5% 5 -0.2 pp -0.1 pp +0.7 pp +0.6 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 3.9 1.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 3.8 1.2% 5 +0.2 pp +0.2 pp +0.5 pp +0.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.6 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 3.5 1.3% 3 +0.0 pp +0.7 pp +1.3 pp +1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 3.4 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 3.4 2.3% 5 -0.2 pp -0.8 pp -0.8 pp -0.2 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 3.3 0.9% 5 -0.5 pp -0.1 pp +0.2 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 3.2 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 3.1 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 3.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 3.0 0.7% 5 +0.2 pp +0.1 pp +0.2 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.8 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SFMG, LLC CIK 0001512026 0.796 334 2.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 2.3 0.4% 5 +0.0 pp +0.1 pp -0.1 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 2.2 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 2.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.1 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 2.0 1.1% 5 -0.4 pp -0.2 pp -0.3 pp -0.4 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 2.0 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 1.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.7 0.0% 5 -0.4 pp -0.1 pp -0.1 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.6 0.9% 4 -0.1 pp +0.3 pp +0.5 pp +0.9 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 1.5 1.3% 3 -0.4 pp -0.5 pp +1.3 pp +1.3 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 1.5 0.9% 5 -0.8 pp -0.8 pp -0.9 pp -0.9 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.5 0.1% 4 -0.4 pp +0.0 pp +0.0 pp +0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.5 0.9% 5 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 1.4 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 1.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 0.152 154 1.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 1.1 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 1.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Somerset Trust Co CIK 0001597099 0.266 186 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Integrated Wealth Management CIK 0002113155 0.022 91 0.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.8 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GTS FINANCIAL, LLC CIK 0002112647 0.211 41 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.7 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
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☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆SYON CAPITAL LLC CIK 0001999353 0.452 949 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.6 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.5 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
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☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
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☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 0.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
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☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.3 0.1% 1 +0.1 pp +0.1 pp -0.2 pp -0.2 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.2 0.0% 2 +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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.3 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.2 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 +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 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp -2.0 pp -1.8 pp -1.9 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -1.0 pp -1.0 pp -1.0 pp -1.2 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.7 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -4.9 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
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 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 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 (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