Signals

← Signals

☆BCI

251 in-universe funds with a nonzero position in BCI within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#2628
Score / z0.000 / -0.02
Consensus87.45 over 161 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)
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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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 593.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Metis Global Partners, LLC CIK 0001594916 0.657 714 298.7 7.3% 4 +2.1 pp +1.7 pp +3.1 pp +7.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 260.2 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 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 93.3 0.0% 5 +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 57.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 56.1 1.1% 4 +0.2 pp -0.0 pp -0.0 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 38.7 5.5% 4 +0.6 pp -0.0 pp +3.2 pp +5.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 31.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 27.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 27.7 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 22.9 5.1% 3 +1.2 pp +0.5 pp +5.1 pp +5.1 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 22.8 0.8% 4 +0.2 pp +0.1 pp +0.1 pp +0.8 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 22.3 6.7% 5 +1.9 pp +1.6 pp +1.5 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.0 0.0% 4 +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 13.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 11.5 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 10.9 3.1% 2 +3.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 10.5 0.8% 4 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 9.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 9.6 1.9% 4 +0.5 pp +0.3 pp +0.3 pp +1.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 9.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 9.0 5.3% 4 +1.5 pp +1.2 pp +1.2 pp +5.3 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 8.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 8.7 0.8% 4 +0.2 pp -0.0 pp +0.1 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 8.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 8.1 3.3% 2 +0.7 pp +3.3 pp +3.3 pp +3.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 7.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆LTS Liquid Investments LLC CIK 0001973154 0.580 8 7.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 7.7 0.5% 1 +0.5 pp -2.8 pp -2.9 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 7.6 0.5% 4 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 7.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 6.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.477 68 6.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 6.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 5.2 2.5% 5 +0.6 pp +0.4 pp +0.6 pp +1.5 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 5.1 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 5.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.1 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 3.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.8 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 3.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aldebaran Capital, LLC CIK 0001448430 0.345 39 3.5 2.7% 4 +0.1 pp -0.3 pp -0.4 pp +2.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 3.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 2.9 1.4% 4 +0.2 pp +0.1 pp +0.0 pp +1.4 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 2.9 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 2.5 1.9% 4 +0.6 pp +0.4 pp +0.4 pp +1.9 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 2.4 0.7% 5 +0.2 pp +0.1 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.2 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.1 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 1.8 1.8% 6 +0.5 pp +0.5 pp +0.7 pp +0.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 3 +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 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.3 0.9% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 1.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 0.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LS Investment Advisors, LLC CIK 0001455845 0.516 127 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
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☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆Yong Rong (HK) Asset Management Ltd CIK 0001738071 0.000 7 0.0 0.0% 0 -0.9 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 -0.3 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
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 0 +0.0 pp -0.0 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
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 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 BCI). Qtrs Held counts distinct quarters this fund has actually held BCI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BCI position size. Δ columns are the percentage-point change in BCI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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