Signals

BIL

1348 in-universe funds with a nonzero position in BIL within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#83
Score / z2.402 / 3.40
Consensus322.56 over 673 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-54% / 1.0d

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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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
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 2,176.3 0.1% 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 1,501.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,204.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 749.1 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 746.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 638.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 439.4 2.8% 3 -0.1 pp -0.2 pp +2.8 pp +2.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 426.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 421.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 382.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 366.5 1.1% 3 +0.2 pp -0.0 pp +1.1 pp +1.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 360.3 0.7% 3 -0.0 pp -0.5 pp +0.7 pp +0.7 pp
Capital International Investors CIK 0001562230 0.968 446 291.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 279.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 261.5 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 251.0 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 223.7 11.6% 3 +5.4 pp -2.8 pp +11.6 pp +11.6 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 210.7 2.6% 3 +0.3 pp +0.1 pp +2.6 pp +2.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 204.1 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 182.5 4.5% 3 -0.3 pp +0.2 pp +4.5 pp +4.5 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 165.7 0.6% 3 -1.1 pp -1.3 pp +0.6 pp +0.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 145.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 143.5 2.1% 3 +1.0 pp +1.0 pp +2.1 pp +2.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 142.1 1.1% 3 +0.3 pp +0.3 pp +1.1 pp +1.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 140.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 134.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 133.5 0.3% 3 +0.0 pp -0.4 pp +0.3 pp +0.3 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 130.5 0.6% 3 -0.1 pp -0.7 pp +0.6 pp +0.6 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 129.1 2.8% 3 +0.2 pp +2.4 pp +2.8 pp +2.8 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 128.2 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
Creative Planning CIK 0001540235 0.979 4196 127.5 0.1% 3 -0.0 pp -0.0 pp +0.1 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 117.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 111.9 2.0% 3 -0.4 pp -0.5 pp +2.0 pp +2.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 106.3 13.6% 3 -0.9 pp +6.5 pp +13.6 pp +13.6 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 100.3 8.1% 4 -0.5 pp -0.3 pp -2.4 pp +8.1 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 96.8 9.0% 3 +8.8 pp +8.8 pp +9.0 pp +9.0 pp
Sandhill Capital Partners LLC CIK 0001556245 0.418 98 90.5 6.4% 3 +0.5 pp -2.6 pp +6.4 pp +6.4 pp
Randolph Co Inc CIK 0001475150 0.451 47 88.4 8.5% 3 +4.6 pp +5.8 pp +8.5 pp +8.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 83.4 1.1% 3 -1.2 pp -0.6 pp +1.1 pp +1.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 82.9 0.1% 3 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 80.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 80.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 77.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Valence8 US LP CIK 0001943819 0.533 15 76.3 22.6% 2 +9.5 pp +22.6 pp +22.6 pp +22.6 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 75.9 2.7% 3 +0.0 pp -1.4 pp +2.7 pp +2.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 70.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 69.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 67.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 65.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 64.9 4.6% 1 +4.6 pp -0.2 pp +4.6 pp +4.6 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 64.2 0.8% 3 -0.3 pp -1.1 pp +0.8 pp +0.8 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 62.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 62.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 60.7 7.9% 3 +1.9 pp +7.5 pp +7.9 pp +7.9 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 60.1 1.1% 3 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 52.7 5.5% 3 -0.8 pp -1.2 pp +5.5 pp +5.5 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 52.6 11.8% 3 -0.2 pp -1.7 pp +11.8 pp +11.8 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 51.9 3.1% 3 +0.2 pp +0.3 pp +3.1 pp +3.1 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 51.0 1.9% 3 +0.6 pp +0.6 pp +1.9 pp +1.9 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 49.7 2.0% 3 -0.9 pp -1.1 pp +2.0 pp +2.0 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 48.9 6.7% 3 -0.2 pp -0.7 pp +6.7 pp +6.7 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 48.5 4.3% 3 -0.0 pp -0.4 pp +4.3 pp +4.3 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 47.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 47.6 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 47.3 14.3% 3 -1.5 pp -4.1 pp +14.3 pp +14.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 47.3 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 44.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 44.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 43.0 6.0% 3 -0.7 pp -2.1 pp +6.0 pp +6.0 pp
Second Half Financial Partners, LLC CIK 0001946654 0.633 109 42.9 19.0% 3 +0.1 pp +1.1 pp +19.0 pp +19.0 pp
&PARTNERS CIK 0000107136 0.806 2509 42.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 42.2 4.3% 3 +0.2 pp +0.3 pp +4.3 pp +4.3 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 42.2 1.5% 3 -0.2 pp -0.7 pp +1.5 pp +1.5 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 42.1 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
Bell Bank CIK 0001002672 0.895 195 40.3 1.7% 3 -0.0 pp -0.2 pp +1.7 pp +1.7 pp
Sicart Associates LLC CIK 0001696494 0.420 74 40.2 10.7% 3 -0.1 pp +9.1 pp +10.7 pp +10.7 pp
Apriem Advisors CIK 0001425165 0.679 182 40.0 3.7% 3 +0.1 pp +0.9 pp +3.7 pp +3.7 pp
McGuire Investment Group, LLC CIK 0001756959 0.445 137 39.9 4.3% 3 +0.7 pp +0.3 pp +4.3 pp +4.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 39.8 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
Gradient Investments LLC CIK 0001542265 0.563 448 39.2 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 38.6 10.5% 3 -3.4 pp -6.3 pp +10.5 pp +10.5 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 38.3 9.8% 3 +0.3 pp +0.9 pp +9.8 pp +9.8 pp
12th Street Asset Management Company, LLC CIK 0001633703 0.411 32 37.6 6.2% 3 -3.0 pp -1.7 pp +6.2 pp +6.2 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 37.5 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 37.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 37.2 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 36.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 36.2 10.1% 3 +1.0 pp -1.8 pp +10.1 pp +10.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 35.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 35.9 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 35.7 0.7% 3 -0.1 pp -0.5 pp +0.7 pp +0.7 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 35.2 3.6% 3 +1.2 pp -0.3 pp +3.6 pp +3.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 34.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 34.8 0.7% 3 -0.2 pp -0.4 pp +0.7 pp +0.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 34.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 34.2 15.2% 2 -0.3 pp +15.2 pp +15.2 pp +15.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 32.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 32.7 4.4% 4 +0.7 pp -0.1 pp +3.4 pp +4.4 pp
North Capital, Inc. CIK 0002065938 0.475 102 32.5 28.0% 3 +4.3 pp +4.8 pp +28.0 pp +28.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 32.4 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 31.9 4.7% 3 -0.1 pp -0.3 pp +4.7 pp +4.7 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 31.9 1.5% 4 -0.0 pp -0.4 pp -0.7 pp +1.5 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 31.1 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
Nutshell Asset Management Ltd CIK 0002021442 0.049 45 31.1 11.1% 3 -3.8 pp -7.5 pp +11.1 pp +11.1 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 31.0 1.6% 3 -0.1 pp -0.5 pp +1.6 pp +1.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Barry Investment Advisors, LLC CIK 0001631639 0.650 102 30.2 6.7% 2 +2.3 pp +6.7 pp +6.7 pp +6.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 29.5 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 29.5 5.6% 3 +0.1 pp +0.1 pp +5.6 pp +5.6 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 29.3 1.4% 3 -0.1 pp -0.6 pp +1.4 pp +1.4 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 29.3 3.3% 3 +2.4 pp +2.8 pp +3.3 pp +3.3 pp
UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 29.0 13.7% 3 -0.1 pp -0.9 pp +13.7 pp +13.7 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 29.0 5.0% 3 -0.3 pp -1.8 pp +5.0 pp +5.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 28.8 4.8% 3 -0.6 pp -1.1 pp +4.8 pp +4.8 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 28.7 15.4% 3 +1.2 pp -0.8 pp +15.4 pp +15.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 28.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 27.7 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 27.4 1.2% 3 +0.2 pp -0.6 pp +1.2 pp +1.2 pp
Auour Investments LLC CIK 0001789310 0.580 95 27.3 8.7% 3 -3.8 pp -7.0 pp +8.7 pp +8.7 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 27.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 26.8 4.0% 3 +1.4 pp +1.8 pp +4.0 pp +4.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 26.7 2.8% 3 -1.0 pp -3.3 pp +2.8 pp +2.8 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 26.7 2.3% 3 +0.5 pp +0.4 pp +2.3 pp +2.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 26.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 26.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 26.0 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 25.6 4.3% 3 -1.7 pp -2.6 pp +4.3 pp +4.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 25.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 25.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 25.2 0.9% 4 -0.3 pp -0.2 pp -0.6 pp +0.9 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 25.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 25.0 13.1% 3 -3.1 pp -10.9 pp +13.1 pp +13.1 pp
Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 25.0 15.8% 3 -1.9 pp -20.8 pp +15.8 pp +15.8 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 24.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 24.0 2.4% 3 +0.3 pp +0.0 pp +2.4 pp +2.4 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 23.6 5.3% 3 +0.2 pp -0.4 pp +5.3 pp +5.3 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 23.1 2.8% 3 -1.3 pp +0.2 pp +2.8 pp +2.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 23.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 23.0 6.4% 3 -0.1 pp -1.4 pp +6.4 pp +6.4 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 23.0 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
Parkwood LLC CIK 0001597823 0.291 71 22.7 1.9% 3 +1.7 pp +0.8 pp +1.9 pp +1.9 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 22.6 8.4% 3 +1.6 pp +4.4 pp +8.4 pp +8.4 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 22.5 5.0% 3 +0.0 pp -0.3 pp +5.0 pp +5.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 22.5 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 22.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 21.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
ALETHEA CAPITAL MANAGEMENT, LLC CIK 0001549408 0.594 41 21.6 10.5% 3 -7.9 pp -11.1 pp +10.5 pp +10.5 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 21.6 0.4% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 21.3 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 21.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Night Owl Capital Management, LLC CIK 0001410833 0.657 30 20.8 2.3% 3 +0.4 pp +0.1 pp +2.3 pp +2.3 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 20.7 1.4% 3 +0.2 pp +0.6 pp +1.4 pp +1.4 pp
Saratoga Research & Investment Management CIK 0001477872 0.809 46 20.6 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 20.5 1.5% 3 +1.1 pp +0.7 pp +1.5 pp +1.5 pp
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Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 -1.4 pp -2.9 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -6.3 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp -6.4 pp +0.0 pp +0.0 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -1.2 pp -1.4 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp -0.2 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
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -1.1 pp -1.2 pp +0.0 pp +0.0 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tevis Investment Management CIK 0001940416 0.217 104 0.0 0.0% 0 +0.0 pp -2.4 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 BIL). Qtrs Held counts distinct quarters this fund has actually held BIL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BIL position size. Δ columns are the percentage-point change in BIL'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