Signals

← Signals

☆BILZ

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

Flow ranking

Rank#1135
Score / z0.065 / 0.04
Consensus33.77 over 65 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

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 ▾
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 93.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 78.9 0.4% 4 -0.2 pp -0.3 pp -0.6 pp +0.4 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 62.2 11.1% 4 +10.9 pp +11.1 pp +8.6 pp +11.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 53.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 49.1 8.7% 4 -0.6 pp -0.5 pp -1.6 pp +8.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 39.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 31.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 30.6 4.3% 4 +0.3 pp +1.1 pp +3.2 pp +4.3 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 28.2 8.3% 4 -0.1 pp -0.1 pp +0.7 pp +8.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 24.3 0.4% 4 +0.2 pp +0.1 pp +0.3 pp +0.4 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 23.7 8.4% 4 +3.0 pp +2.8 pp -6.1 pp +8.4 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 20.9 14.1% 4 +11.0 pp +9.2 pp +9.6 pp +14.1 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 18.5 6.6% 4 +6.4 pp +6.4 pp +6.3 pp +6.6 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 15.4 4.5% 4 +3.9 pp +3.6 pp +4.0 pp +4.5 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 12.9 5.5% 4 +0.0 pp +0.4 pp +0.3 pp +5.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 8.9 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 7.3 1.5% 4 -0.2 pp -0.8 pp -0.7 pp +1.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 6.5 0.5% 5 -0.1 pp -0.1 pp +0.3 pp +0.4 pp
☆Kooman & Associates CIK 0001961850 0.724 56 6.4 1.9% 4 -0.1 pp +0.1 pp -0.1 pp +1.9 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 5.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 5.4 1.0% 4 +0.2 pp +0.3 pp +0.8 pp +1.0 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 4.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 3.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 3.5 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 2.8 0.5% 4 -0.1 pp -0.4 pp +0.4 pp +0.5 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.7 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.4 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 2.4 0.8% 4 +0.2 pp +0.3 pp -0.4 pp +0.8 pp
☆Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 2.1 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Wellment Financial CIK 0001940000 0.000 37 2.0 2.5% 4 -1.8 pp -2.8 pp -1.7 pp +2.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.8 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 1.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.6 0.0% 2 +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 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 1.5 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 1.3 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.3 0.3% 4 -0.6 pp -0.6 pp -0.9 pp +0.3 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 1.2 0.5% 4 -0.7 pp -0.2 pp +0.1 pp +0.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 1.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.0 0.2% 4 -0.5 pp -0.3 pp -0.2 pp +0.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.0 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 0.8 0.5% 4 -1.5 pp -2.7 pp -3.2 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.8 0.5% 4 -0.4 pp -0.8 pp -0.3 pp +0.5 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.6 0.4% 4 -0.4 pp -0.6 pp -0.4 pp +0.4 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 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 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.5 0.2% 4 -0.2 pp -0.9 pp -0.5 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.4 0.2% 4 -0.0 pp -0.0 pp -0.4 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.3 0.1% 4 -0.2 pp -0.4 pp -0.3 pp +0.1 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.3 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.2 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.2 0.2% 4 -0.2 pp -0.3 pp -0.2 pp +0.2 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.2 0.1% 4 -0.1 pp -0.2 pp -0.8 pp +0.1 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.2 0.1% 4 -0.0 pp -0.4 pp -0.4 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 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 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -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 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 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
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -1.5 pp -2.7 pp -1.3 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.633 360 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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 +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 BILZ). Qtrs Held counts distinct quarters this fund has actually held BILZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BILZ position size. Δ columns are the percentage-point change in BILZ'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