Signals

← Signals

☆BILS

345 in-universe funds with a nonzero position in BILS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#641
Score / z0.253 / 0.21
Consensus80.18 over 157 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-35% / 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 366.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 200.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 141.3 0.0% 4 +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 132.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 125.3 12.4% 4 +2.7 pp +0.6 pp +0.9 pp +12.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 63.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 60.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 59.5 2.5% 4 +0.2 pp +0.4 pp +0.1 pp +2.5 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 54.7 7.2% 4 +0.3 pp -0.2 pp -0.8 pp +7.2 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 46.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 41.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 36.3 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 35.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 35.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 32.6 2.6% 4 -0.0 pp -0.2 pp +0.3 pp +2.6 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 28.8 1.5% 1 +1.5 pp +1.5 pp +0.5 pp +1.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 28.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 26.4 3.2% 4 +2.0 pp +2.0 pp +1.7 pp +3.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 25.6 9.1% 2 -0.5 pp +9.1 pp -0.9 pp +9.1 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 25.5 8.3% 4 -6.5 pp -5.6 pp -4.2 pp +8.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 25.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 24.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 23.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 21.7 0.5% 4 +0.1 pp +0.3 pp +0.2 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 20.9 3.7% 4 +0.2 pp +0.1 pp +0.1 pp +3.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 18.9 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 17.4 9.2% 4 +1.5 pp +2.1 pp +1.8 pp +9.2 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 17.1 13.0% 4 +1.3 pp +3.6 pp +1.6 pp +13.0 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 15.9 7.6% 4 -0.0 pp +0.8 pp +0.8 pp +7.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 15.3 2.4% 4 +0.3 pp +0.6 pp +1.0 pp +2.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.6 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 14.1 7.3% 4 -0.3 pp +2.0 pp +3.0 pp +7.3 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 14.1 7.2% 4 +0.5 pp +0.5 pp +0.3 pp +7.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOKAN Wealth Management Inc. CIK 0002053727 0.233 95 13.5 6.0% 4 +0.2 pp +0.2 pp -0.2 pp +6.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 12.6 7.2% 4 -0.7 pp -0.9 pp -1.5 pp +7.2 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 12.4 6.7% 4 +1.2 pp +1.1 pp +0.5 pp +6.7 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 11.9 0.4% 4 +0.0 pp -0.2 pp -0.7 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 11.5 6.8% 4 +3.9 pp +5.2 pp +3.4 pp +6.8 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 11.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NDWM LLC CIK 0001818386 0.624 38 11.1 7.2% 4 -2.0 pp -2.4 pp -3.0 pp +7.2 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 10.5 7.2% 4 +0.1 pp -0.3 pp -0.5 pp +7.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 9.6 2.3% 4 +0.7 pp +1.0 pp +1.3 pp +2.3 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 9.2 0.0% 4 +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 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 8.8 3.5% 4 +0.5 pp +1.8 pp +2.8 pp +3.5 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 8.4 2.5% 4 +0.1 pp -0.1 pp -0.3 pp +2.5 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 8.2 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 8.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.1 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 8.0 3.6% 4 -0.3 pp -1.0 pp -2.3 pp +3.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 7.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 7.0 2.7% 4 +0.3 pp +0.5 pp +0.3 pp +2.7 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 6.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 6.5 2.3% 4 +1.1 pp +1.3 pp +1.4 pp +2.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 6.3 1.0% 4 -0.1 pp -0.8 pp -1.2 pp +1.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 5.6 0.9% 4 -0.1 pp -0.8 pp -0.9 pp +0.9 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 5.4 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 5.1 1.3% 4 -0.0 pp +0.7 pp +0.6 pp +1.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 4.7 2.9% 5 +0.2 pp +0.2 pp -0.3 pp -0.3 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 4.7 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 4.4 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 4.4 0.2% 4 +0.0 pp +0.1 pp -0.0 pp +0.2 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 4.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 4.2 0.6% 4 -0.1 pp -0.2 pp -0.3 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 4.0 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 3.9 1.6% 2 +0.5 pp +1.6 pp +1.1 pp +1.6 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 3.9 2.4% 4 +0.4 pp -0.9 pp -2.0 pp +2.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 3.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 3.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 3.0 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.5 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 2.5 0.5% 4 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 2.4 2.1% 3 -0.8 pp -1.8 pp +2.1 pp +2.1 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 2.4 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.3 0.4% 4 +0.2 pp +0.3 pp +0.2 pp +0.4 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 2.2 0.6% 4 -0.2 pp -0.3 pp -0.2 pp +0.6 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.1 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.9 0.7% 4 -0.0 pp -0.8 pp -0.7 pp +0.7 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.9 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 1.9 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.7 0.4% 4 -1.2 pp -1.4 pp -1.7 pp +0.4 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.7 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 1.7 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.7 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 1.7 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.6 0.1% 4 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.6 0.1% 4 -0.0 pp +0.0 pp -0.3 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.6 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 1.6 0.2% 4 -0.1 pp -0.4 pp -0.5 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 1.5 0.4% 4 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 4 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 1.2 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.2 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.1 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
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☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.416 82 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -0.1 pp -3.8 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -5.1 pp -5.8 pp -7.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.1 pp -0.5 pp -0.6 pp +0.0 pp
☆HAMILTON CAPITAL PARTNERS, LLC CIK 0002037578 0.529 32 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marks Wealth, LLC CIK 0001838660 0.000 19 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 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
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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