Signals

← Signals

☆BHP

985 in-universe funds with a nonzero position in BHP 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
2026-08-21 Insider Stone Emma Kate (Group Financial Controller) disposed via sale ($315,465)
2026-08-21 Insider Stone Emma Kate (Group Financial Controller) acquired via C
2026-07-02 Insider Stone Emma Kate (Group Financial Controller) acquired via award ($1,304)
2026-04-02 Insider Stone Emma Kate (Group Financial Controller) acquired via award ($1,275)

Flow ranking

Rank#1739
Score / z0.000 / 0.02
Consensus314.82 over 585 funds
Momentumnot computed

Price & positioning

223 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

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-21 Stone Emma Kate S $315,465
2026-08-21 Stone Emma Kate C —
2026-07-02 Stone Emma Kate A $1,304
2026-04-02 Stone Emma Kate A $1,275

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,027.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 869.7 0.1% 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 869.4 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 560.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 468.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 293.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 291.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 287.4 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 199.1 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 196.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 192.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 177.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 133.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 132.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 112.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 107.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 87.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 55.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 49.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 49.8 4.2% 5 -0.1 pp +0.6 pp +1.0 pp +1.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 45.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 45.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Research LLC CIK 0001513211 0.625 140 44.0 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 43.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 42.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 42.4 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 39.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 38.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 37.5 1.2% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆NORGES BANK CIK 0001374170 0.994 1617 35.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 34.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 33.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 31.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 27.6 1.3% 5 +0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 27.1 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 27.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 26.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 26.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 24.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 24.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 22.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 21.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 21.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 20.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 18.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 17.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 16.9 1.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 16.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 15.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 15.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Violich Capital Management, Inc. CIK 0001326766 0.684 122 14.9 1.6% 5 +0.0 pp +0.4 pp +0.3 pp +0.4 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 14.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 14.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 13.0 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 12.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 12.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 12.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 11.8 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 11.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 11.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 10.9 2.5% 5 -0.0 pp +0.4 pp +0.4 pp +0.5 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 10.8 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 10.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 10.8 1.5% 5 -0.0 pp +0.3 pp +0.4 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 10.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 10.5 1.1% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 10.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 9.9 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 9.6 1.4% 5 +0.0 pp +0.3 pp +0.4 pp +0.6 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 9.6 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 9.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 9.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westend Capital Management, LLC CIK 0001331997 0.170 242 8.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 8.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 8.3 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 8.3 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 7.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 7.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 7.9 1.7% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 7.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 7.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 7.1 0.1% 5 +0.0 pp +0.0 pp -3.1 pp -2.5 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 7.0 0.3% 5 -3.1 pp -0.8 pp -8.8 pp -0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneva Partners, LLC CIK 0001712671 0.052 75 6.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 6.8 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 6.8 1.5% 5 +0.0 pp +0.3 pp +0.4 pp +0.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 6.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 6.5 2.3% 5 -0.4 pp +0.1 pp +0.3 pp +0.6 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 6.4 0.5% 7 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 6.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 5.6 0.5% 5 -0.2 pp -0.1 pp -0.0 pp +0.1 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 5.6 3.5% 3 +0.5 pp +0.7 pp +3.5 pp +3.5 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 5.3 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 5.3 1.1% 3 +0.0 pp +0.4 pp +1.1 pp +1.1 pp
☆ICON ADVISERS INC/CO CIK 0001058470 0.054 195 5.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +0.5 pp
☆Cohen Investment Advisors LLC CIK 0001845081 0.306 81 5.2 2.3% 5 +0.1 pp +0.5 pp +0.6 pp +0.8 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 5.1 0.6% 5 +0.3 pp +0.3 pp +0.2 pp +0.5 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 4.8 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 4.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 4.6 0.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 4.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 4.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 4.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 4.1 0.6% 5 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 4.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 4.0 2.2% 5 -0.1 pp -0.6 pp -0.5 pp -0.5 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 4.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Global Advisors, LLC CIK 0001580212 0.136 129 3.9 0.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHRIER WEALTH MANAGEMENT, LLC CIK 0002075389 0.422 134 3.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
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☆Simmons Bank CIK 0001674486 0.467 369 3.8 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Portman Square Capital LLP CIK 0001966898 0.153 39 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 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
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.7 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 -0.1 pp -0.3 pp -0.5 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 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
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆KEMPNER CAPITAL MANAGEMENT INC. CIK 0000898399 0.200 43 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 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
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baugh & Associates, LLC CIK 0001730818 0.383 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 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 BHP). Qtrs Held counts distinct quarters this fund has actually held BHP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BHP position size. Δ columns are the percentage-point change in BHP'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