Signals

← Signals

☆BILS

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

Flow ranking

Rank#462
Score / z0.401 / 0.50
Consensus83.92 over 163 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 325.8 0.1% 1 +0.1 pp +0.1 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 139.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 112.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 110.2 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 59.5 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Bell Bank CIK 0001002672 0.895 195 52.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 48.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 47.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 45.6 0.1% 1 +0.1 pp +0.1 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 44.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 37.5 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 29.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 29.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 27.3 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 25.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 25.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 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 24.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 20.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 19.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 17.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 16.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NDWM LLC CIK 0001818386 0.624 38 13.9 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 12.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.398 76 12.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 12.6 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 12.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 12.1 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 12.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 12.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 12.0 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 11.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 11.1 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 11.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 10.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 9.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 9.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 8.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 8.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 7.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 7.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 7.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 7.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 7.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 5.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 5.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 4.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 4.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 4.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Rareview Capital LLC CIK 0002044533 0.417 51 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 4.4 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 3.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.3 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 1 +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% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ACAS, LLC CIK 0001859505 0.399 93 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.1 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 1.0 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 0.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INSIGHT 2811, INC. CIK 0001334952 0.678 105 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -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
☆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
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 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% 2 -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
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +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
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 (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