Signals

BCD

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

Flow ranking

Rank#2603
Score / z0.000 / -0.02
Consensus30.98 over 57 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
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 44.0 2.9% 5 -0.6 pp +0.1 pp -0.2 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 16.2 1.8% 5 -0.2 pp +0.1 pp -0.1 pp +1.7 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 12.9 1.3% 5 -0.2 pp +0.2 pp +0.2 pp +0.1 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 11.8 0.9% 5 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 10.0 0.9% 5 +0.2 pp +0.4 pp +0.4 pp +0.7 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 8.2 0.6% 3 +0.3 pp +0.2 pp +0.6 pp +0.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 5.5 3.0% 5 -0.3 pp +0.1 pp -0.2 pp -0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 5.5 0.1% 5 -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 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 4.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Impact Investors, Inc CIK 0001824539 0.278 88 3.2 2.3% 5 -0.2 pp +0.1 pp -0.1 pp -0.0 pp
RHS Financial, LLC CIK 0001766514 0.159 165 3.1 1.3% 5 +0.6 pp +0.8 pp +0.6 pp +0.6 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 3.1 0.9% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 2.9 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 2.8 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.0 0.5% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 2.0 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lifetime Wealth Management P.C. CIK 0002116339 0.263 90 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 1.1 0.5% 3 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 1.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
InTrack Investment Management Inc CIK 0001847343 0.184 110 1.0 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BCS Private Wealth Management, Inc. CIK 0002044001 0.240 187 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Investment Research Partners LLC CIK 0002069274 0.175 278 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Avail Investment Partners, LLC CIK 0002134779 0.054 199 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 0.5 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.5 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.4 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.3 0.3% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
Note Advisors, LLC CIK 0002056243 0.618 86 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.2 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 -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% 2 +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% 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
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eurizon Asset Management Hungary Ltd. CIK 0002110593 0.707 21 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 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
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 5 -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
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 -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
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% 5 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 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
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 -0.5 pp -0.4 pp -1.9 pp -1.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 +0.0 pp -4.4 pp -4.8 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
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
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lansing Street Advisors CIK 0001926571 0.417 166 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 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 -0.2 pp -0.2 pp -0.2 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 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
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 BCD). Qtrs Held counts distinct quarters this fund has actually held BCD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BCD position size. Δ columns are the percentage-point change in BCD'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