Signals

BHP

748 in-universe funds with a nonzero position in BHP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#2534
Score / z0.000 / -0.01
Consensus229.90 over 441 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 1,412.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 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 833.1 0.0% 5 +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 421.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 219.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 218.9 0.0% 3 -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 185.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 158.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 143.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 137.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 135.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 124.8 0.0% 3 +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 82.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 81.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 77.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 63.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 62.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 47.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 41.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 41.3 3.7% 3 +0.4 pp +0.5 pp +3.7 pp +3.7 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 37.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 34.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 34.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 31.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 31.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 31.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 29.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willis Investment Counsel CIK 0001310929 0.439 125 28.7 1.5% 3 -0.1 pp +0.2 pp +1.5 pp +1.5 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 25.7 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
NORGES BANK CIK 0001374170 0.994 1617 25.4 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 25.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 24.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 23.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 23.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 21.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 19.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 18.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 18.5 1.1% 3 -8.0 pp +0.3 pp +1.1 pp +1.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 18.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 13.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 13.3 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 12.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 12.0 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Violich Capital Management, Inc. CIK 0001326766 0.684 122 11.2 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 10.9 0.0% 3 +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 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 9.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 9.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 9.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hikari Power Ltd CIK 0001606152 0.716 43 8.9 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 8.7 0.0% 3 -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 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 8.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 8.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 7.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 7.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 7.7 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 7.6 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 7.6 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 7.4 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 7.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Hikari Tsushin, Inc. CIK 0001423673 0.938 76 7.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 7.1 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
Holowesko Partners Ltd. CIK 0001428569 0.214 34 7.1 2.5% 3 +0.6 pp +0.8 pp +2.5 pp +2.5 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 6.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 5.7 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 5.7 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
Amundi CIK 0001330387 0.000 1 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 5.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Palogic Value Management, L.P. CIK 0001532943 0.148 181 5.2 2.2% 3 +0.2 pp +0.5 pp +2.2 pp +2.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 4.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 4.6 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLS & PRATT ADVISERS LLP /MA CIK 0001141781 0.760 109 4.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 4.2 0.0% 3 -3.2 pp -2.5 pp +0.0 pp +0.0 pp
ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 4.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 4.1 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 4.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Cohen Investment Advisors LLC CIK 0001845081 0.306 81 3.9 1.8% 3 +0.1 pp +0.3 pp +1.8 pp +1.8 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 3.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canal Insurance CO CIK 0001313473 0.374 76 3.6 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
Integras Partners LLC CIK 0002055384 0.140 100 3.4 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.2 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 3.0 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 2.9 0.3% 3 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
&PARTNERS CIK 0000107136 0.806 2509 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 2.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
SANDLER CAPITAL MANAGEMENT CIK 0001000742 0.008 112 2.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Ovata Capital Management Ltd CIK 0001724517 0.000 43 2.8 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 2.7 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 2.7 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simmons Bank CIK 0001674486 0.467 369 2.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 2.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
St. Louis Trust Co CIK 0001661144 0.000 125 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 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 +0.0 pp +0.0 pp -0.5 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DECADE RENEWABLE PARTNERS LP CIK 0001915836 0.000 0 0.0 0.0% 0 +0.0 pp -3.6 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
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 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
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
XY Capital Ltd CIK 0001933132 0.000 44 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.566 215 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Baugh & Associates, LLC CIK 0001730818 0.383 42 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 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 -0.1 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
1248 Management, LLC CIK 0002011147 0.275 149 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 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
Scarborough Advisors, LLC CIK 0001815355 0.288 147 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
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
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 -0.8 pp -0.7 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 -0.1 pp +0.0 pp +0.0 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 +0.0 pp -0.1 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.1 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
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 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
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
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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