Signals

← Signals

☆BILS

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

Flow ranking

Rank#784
Score / z0.137 / 0.18
Consensus79.83 over 157 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+421% / 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)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 356.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 133.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 103.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 100.1 9.8% 3 -2.1 pp -1.8 pp +9.8 pp +9.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 63.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 60.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 55.3 6.9% 3 -0.5 pp -1.1 pp +6.9 pp +6.9 pp
☆Bell Bank CIK 0001002672 0.895 195 54.3 2.3% 3 +0.2 pp -0.1 pp +2.3 pp +2.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 52.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 45.8 14.8% 3 +0.9 pp +2.3 pp +14.8 pp +14.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 43.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 41.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 38.7 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.1 0.0% 3 -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 32.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 32.2 2.6% 3 -0.1 pp +0.3 pp +2.6 pp +2.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 32.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 31.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 30.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 27.4 9.6% 1 +9.6 pp -0.5 pp +9.6 pp +9.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 27.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 20.5 3.5% 3 -0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 19.6 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 18.7 0.4% 3 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 18.6 5.1% 3 -0.8 pp -1.9 pp +5.1 pp +5.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 15.6 7.7% 3 +0.8 pp +0.8 pp +7.7 pp +7.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 15.2 11.6% 3 +2.2 pp +0.3 pp +11.6 pp +11.6 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 14.5 7.7% 3 +0.6 pp +0.3 pp +7.7 pp +7.7 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 14.0 7.5% 3 +2.2 pp +3.2 pp +7.5 pp +7.5 pp
☆NDWM LLC CIK 0001818386 0.624 38 13.9 9.2% 3 -0.5 pp -1.0 pp +9.2 pp +9.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 13.3 2.1% 3 +0.3 pp +0.7 pp +2.1 pp +2.1 pp
☆MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 12.9 5.7% 3 -0.1 pp -0.5 pp +5.7 pp +5.7 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 12.8 6.8% 3 +0.0 pp -0.2 pp +6.8 pp +6.8 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 12.2 5.5% 3 -0.1 pp -0.7 pp +5.5 pp +5.5 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 11.9 7.8% 3 -0.2 pp -0.9 pp +7.8 pp +7.8 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 11.8 0.4% 3 -0.2 pp -0.7 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 10.5 1.6% 3 -0.2 pp -0.5 pp +1.6 pp +1.6 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 10.4 2.0% 3 -0.3 pp -0.3 pp +2.0 pp +2.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 9.8 1.2% 3 +0.0 pp -0.3 pp +1.2 pp +1.2 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 9.7 7.1% 3 -0.4 pp -0.6 pp +7.1 pp +7.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 9.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 8.6 3.9% 3 -0.8 pp -2.0 pp +3.9 pp +3.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 8.1 2.4% 3 -0.1 pp -0.3 pp +2.4 pp +2.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 7.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 7.7 3.0% 3 +1.3 pp +2.3 pp +3.0 pp +3.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 6.6 1.1% 3 -0.7 pp -1.1 pp +1.1 pp +1.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 6.4 1.5% 3 +0.3 pp +0.5 pp +1.5 pp +1.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 6.3 2.3% 3 +0.1 pp -0.0 pp +2.3 pp +2.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.2 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 6.2 1.1% 3 -0.6 pp -0.8 pp +1.1 pp +1.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 5.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.5 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 5.0 1.3% 3 +0.7 pp +0.6 pp +1.3 pp +1.3 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 4.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 4.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 4.5 2.7% 4 +0.1 pp -0.5 pp -0.4 pp +2.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 4.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 4.3 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 4.2 2.9% 3 +1.2 pp -0.5 pp +2.9 pp +2.9 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 4.2 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 4.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 3.4 2.9% 2 -1.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 3.2 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 3.0 2.0% 3 -1.3 pp -2.4 pp +2.0 pp +2.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 2.9 1.0% 1 +1.0 pp +0.6 pp +1.0 pp +1.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 2.9 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 2.5 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 2.4 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 2.4 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.1 0.4% 3 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 1.9 0.6% 4 -0.1 pp -0.2 pp -0.4 pp +0.6 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.9 0.7% 3 -0.8 pp -0.7 pp +0.7 pp +0.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.7 0.1% 3 +0.0 pp -0.3 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 1.6 0.9% 3 -0.0 pp +0.4 pp +0.9 pp +0.9 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 1.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Collier Financial CIK 0001902901 0.619 141 1.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 1.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.2 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.1 0.8% 3 -0.6 pp -1.2 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.0 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
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☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.1 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 BILS). Qtrs Held counts distinct quarters this fund has actually held BILS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BILS position size. Δ columns are the percentage-point change in BILS'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