Signals

← Signals

☆BEP

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

Flow ranking

Rank#2701
Score / z0.000 / -0.02
Consensus102.66 over 184 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-01-13 424B5 Brookfield Renewable Partners
2025-11-12 424B5 Brookfield Renewable Partners
2024-03-21 424B5 Brookfield Renewable Partners
2023-06-14 424B5 Brookfield Renewable Partners
2023-06-14 424B5 Brookfield Renewable Partners
2021-12-07 424B5 Brookfield Renewable Partners
2021-04-12 424B5 Brookfield Renewable Partners
2021-04-08 424B5 Brookfield Renewable Partners
2020-02-21 424B5 Brookfield Renewable Partners
2020-02-19 424B5 Brookfield Renewable Partners
Showing the 10 most recent.

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 ▾
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 2,653.9 3.6% 3 +0.9 pp +1.3 pp +3.6 pp -5.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 574.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 286.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 284.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 264.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 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 150.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 139.9 0.3% 4 +0.1 pp +0.3 pp +0.2 pp +0.3 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 137.8 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 126.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 94.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 93.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 89.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 88.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 61.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 61.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 46.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 37.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 35.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 34.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 34.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 34.1 0.0% 4 -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 31.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 25.5 0.7% 4 -0.2 pp +0.1 pp +0.0 pp +0.7 pp
☆BOWEN HANES & CO INC CIK 0001077583 0.789 151 25.5 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 25.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 22.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 21.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 21.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 21.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 19.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 19.0 2.0% 4 +0.2 pp +0.3 pp +0.2 pp +2.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 15.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 15.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 15.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 14.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 14.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 13.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 11.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Deltroit Asset Management (UK) LLP CIK 0002104766 0.477 31 9.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rempart Asset Management Inc. CIK 0001844571 0.589 36 8.8 1.9% 4 +0.4 pp +0.5 pp +0.4 pp +1.9 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 8.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foresight Group Ltd Liability Partnership CIK 0001943441 0.271 62 8.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NewGen Asset Management Ltd CIK 0001845012 0.082 29 7.8 4.7% 2 +0.6 pp +4.7 pp +0.5 pp +4.7 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 7.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 7.1 1.4% 4 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NIGHTVIEW CAPITAL, LLC CIK 0001680843 0.513 14 5.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 5.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 5.4 0.9% 4 -0.8 pp -0.8 pp -0.3 pp +0.9 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 5.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northern Right Capital Management, L.P. CIK 0001346543 0.130 27 5.2 1.9% 4 +0.7 pp +1.2 pp +1.3 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIS-REA LTD. CIK 0001482171 0.277 45 4.5 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
☆WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 4.3 2.4% 4 +0.3 pp +0.4 pp +0.4 pp +2.4 pp
☆K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 4.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 3.7 2.2% 4 +0.3 pp +0.3 pp +0.3 pp +2.2 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 3.4 1.1% 4 +0.2 pp +0.2 pp +0.1 pp +1.1 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 3.0 1.4% 4 +0.2 pp -0.1 pp -0.2 pp +1.4 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 2.9 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 2.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆NINE MASTS CAPITAL Ltd CIK 0001569356 0.099 95 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.4 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 2.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.2 0.0% 5 +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 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 2.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BCV Asset Management Inc. CIK 0002110721 0.558 116 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEXPOINT ASSET MANAGEMENT, L.P. CIK 0001469877 0.000 67 1.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oak Grove Capital LLC CIK 0001661762 0.356 97 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.2 0.0% 3 +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 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 1.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walter Public Investments Inc. CIK 0001925251 0.123 53 0.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adalta Capital Management LLC CIK 0001698926 0.404 103 0.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.7 0.8% 4 +0.1 pp +0.2 pp +0.1 pp +0.8 pp
☆Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 0.7 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.7 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ketron Financial CIK 0002113129 0.826 64 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆S&CO INC CIK 0001082461 0.523 222 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bangor Savings Bank CIK 0001352675 0.827 543 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 BEP). Qtrs Held counts distinct quarters this fund has actually held BEP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BEP position size. Δ columns are the percentage-point change in BEP'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