Signals

← Signals

☆BEP

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-01-13 Ownership Dilution filing by Brookfield Renewable Partners L.P. (424B5)
2025-11-12 Ownership Dilution filing by Brookfield Renewable Partners L.P. (424B5)
2024-03-21 Ownership Dilution filing by Brookfield Renewable Partners L.P. (424B5)
2023-06-14 Ownership Dilution filing by Brookfield Renewable Partners L.P. (424B5)
2023-06-14 Ownership Dilution filing by Brookfield Renewable Partners L.P. (424B5)
2021-12-07 Ownership Dilution filing by Brookfield Renewable Partners L.P. (424B5)
2021-04-12 Ownership Dilution filing by Brookfield Renewable Partners L.P. (424B5)
2021-04-08 Ownership Dilution filing by Brookfield Renewable Partners L.P. (424B5)
2020-02-21 Ownership Dilution filing by Brookfield Renewable Partners L.P. (424B5)
2020-02-19 Ownership Dilution filing by Brookfield Renewable Partners L.P. (424B5)

Flow ranking

Rank#3004
Score / z0.000 / -0.02
Consensus109.10 over 184 funds
Momentumnot computed

Price & positioning

224 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 2,823.8 3.7% 4 +0.1 pp +1.0 pp +1.4 pp +3.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 524.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 355.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 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 282.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 264.1 0.2% 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 236.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 162.9 0.3% 5 -0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 133.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 120.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 105.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 103.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 96.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 94.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 76.7 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 70.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 69.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 67.9 0.1% 4 -0.2 pp -0.2 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 36.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 36.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 32.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 32.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 31.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 26.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 26.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOWEN HANES & CO INC CIK 0001077583 0.789 151 25.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 24.6 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Oak Grove Capital LLC CIK 0001661762 0.356 97 24.3 1.8% 2 +1.6 pp +1.8 pp +1.8 pp +1.8 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 23.9 0.7% 5 -0.0 pp -0.2 pp +0.1 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 22.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 20.8 2.0% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 20.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 20.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 20.0 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 17.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 16.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 14.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 13.5 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 11.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 11.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 10.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 10.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.4 0.0% 5 +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 9.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rempart Asset Management Inc. CIK 0001844571 0.589 36 9.2 1.9% 5 +0.0 pp +0.5 pp +0.6 pp +0.4 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Northern Right Capital Management, L.P. CIK 0001346543 0.130 27 6.2 1.9% 5 +0.0 pp +0.7 pp +1.2 pp +1.3 pp
☆NIGHTVIEW CAPITAL, LLC CIK 0001680843 0.513 14 6.0 4.5% 2 +0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 5.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 5.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 5.1 0.1% 6 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 4.6 2.5% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 3.8 2.0% 5 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 3.7 1.0% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 3.1 1.3% 5 -0.1 pp +0.1 pp -0.2 pp -0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 2.7 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 2.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCV Asset Management Inc. CIK 0002110721 0.558 116 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 2.3 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 2.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 1.9 0.3% 1 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Deltroit Asset Management (UK) LLP CIK 0002104766 0.477 31 1.6 0.3% 2 -1.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 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 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 1.4 0.2% 5 -1.2 pp -1.0 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.3 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 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 1.1 0.3% 5 -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% 3 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.9 0.0% 2 -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% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.8 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.7 0.1% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adalta Capital Management LLC CIK 0001698926 0.404 103 0.6 0.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.6 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.6 0.0% 5 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.5 0.1% 5 -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% 5 -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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Care LLC CIK 0002120450 0.479 73 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 0.4 0.0% 5 +0.0 pp +0.0 pp -0.5 pp -0.4 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ketron Financial CIK 0002113129 0.826 64 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 0.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&CO INC CIK 0001082461 0.523 222 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.1% 5 -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% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIROVA CIK 0001767843 0.366 185 0.3 0.0% 2 +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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ovata Capital Management Ltd CIK 0001724517 0.000 43 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foresight Group Ltd Liability Partnership CIK 0001943441 0.271 62 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gunderson Capital Management LLC CIK 0001792397 0.095 52 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp -0.6 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
☆DAVIS-REA LTD. CIK 0001482171 0.277 45 0.0 0.0% 0 -1.2 pp -1.0 pp -0.9 pp -1.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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
☆CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 0 -0.9 pp -1.6 pp -1.7 pp -1.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 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
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 (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