Signals

BHP

587 in-universe funds with a nonzero position in BHP within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#2472
Score / z0.000 / -0.02
Consensus201.30 over 388 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

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
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,098.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 430.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 422.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 381.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 279.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 191.7 0.0% 1 +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 133.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 112.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 111.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 79.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 75.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 67.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 64.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 51.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 39.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 37.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 37.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 36.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 34.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 31.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 27.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willis Investment Counsel CIK 0001310929 0.439 125 22.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 21.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 20.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 18.4 0.0% 1 +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 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 16.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 12.6 0.1% 1 +0.1 pp +0.1 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 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 10.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 10.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Violich Capital Management, Inc. CIK 0001326766 0.684 122 8.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 8.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hikari Power Ltd CIK 0001606152 0.716 43 7.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 5.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Hikari Tsushin, Inc. CIK 0001423673 0.938 76 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 5.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Holowesko Partners Ltd. CIK 0001428569 0.214 34 4.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DECADE RENEWABLE PARTNERS LP CIK 0001915836 0.000 0 4.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palogic Value Management, L.P. CIK 0001532943 0.148 181 4.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 4.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Baugh & Associates, LLC CIK 0001730818 0.383 42 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atom Investors LP CIK 0001738902 0.004 818 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Canal Insurance CO CIK 0001313473 0.374 76 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Cohen Investment Advisors LLC CIK 0001845081 0.306 81 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integras Partners LLC CIK 0002055384 0.140 100 2.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
XY Capital Ltd CIK 0001933132 0.000 44 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Simmons Bank CIK 0001674486 0.467 369 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1248 Management, LLC CIK 0002011147 0.275 149 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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