Signals

← Signals

☆BINC

646 in-universe funds with a nonzero position in BINC within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#346
Score / z0.556 / 0.83
Consensus237.43 over 518 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,448.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 749.2 0.2% 2 +0.0 pp +0.2 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 601.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 555.6 0.0% 2 -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 475.1 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 412.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 369.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 362.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 339.5 4.5% 2 -0.6 pp +4.5 pp +4.5 pp +4.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 215.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 211.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 201.7 1.2% 3 +0.4 pp +0.5 pp +1.2 pp +1.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 186.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 182.7 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 137.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 136.0 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 134.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 111.6 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 106.9 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 97.0 4.2% 2 +0.7 pp +4.2 pp +4.2 pp +4.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 90.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 72.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 71.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 64.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 63.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 61.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 61.5 1.7% 2 -1.0 pp +1.7 pp +1.7 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 60.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 57.8 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 57.1 18.2% 2 +14.9 pp +18.2 pp +18.2 pp +18.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 54.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 52.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 52.2 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 52.1 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 49.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 47.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 40.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 39.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 39.2 7.7% 2 +0.1 pp +7.7 pp +7.7 pp +7.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 35.6 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 34.2 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 33.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 32.7 2.1% 2 +1.9 pp +2.1 pp +2.1 pp +2.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 32.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 31.5 10.7% 2 -0.8 pp +10.7 pp +10.7 pp +10.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 30.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 30.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 30.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 29.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 29.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 28.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 27.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 27.0 18.7% 2 -1.0 pp +18.7 pp +18.7 pp +18.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 26.0 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 24.8 7.1% 2 +0.0 pp +7.1 pp +7.1 pp +7.1 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 24.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 24.6 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 24.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆LHM, INC. CIK 0002009224 0.733 24 23.2 7.7% 2 -1.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 23.2 10.1% 2 -0.4 pp +10.1 pp +10.1 pp +10.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 23.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 22.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 22.3 8.9% 2 +3.5 pp +8.9 pp +8.9 pp +8.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 22.2 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 21.9 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 21.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 21.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 20.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 19.2 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 19.1 5.7% 2 +5.3 pp +5.7 pp +5.7 pp +5.7 pp
☆JB Capital LLC CIK 0001879371 0.629 280 18.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 18.3 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 17.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 17.4 2.7% 2 +0.6 pp +2.7 pp +2.7 pp +2.7 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 17.3 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 17.2 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 17.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 16.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 16.4 4.8% 2 +3.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 16.1 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 16.0 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 15.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 15.4 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 15.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 15.1 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 15.1 2.0% 2 +0.9 pp +2.0 pp +2.0 pp +2.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 14.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 14.5 0.6% 2 -1.2 pp +0.6 pp +0.6 pp +0.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 14.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 13.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 13.6 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 13.1 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 12.6 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 12.5 1.9% 2 +1.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 12.3 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 11.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 11.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 11.6 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 11.6 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 11.5 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 11.3 3.2% 2 +2.6 pp +3.2 pp +3.2 pp +3.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 11.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 11.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 10.9 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.3 0.0% 2 -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 10.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 10.0 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 10.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marest Capital, LLC CIK 0002010315 0.854 30 9.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 9.8 1.3% 2 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 9.6 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 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 9.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 9.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 9.2 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 9.1 1.6% 2 -1.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 9.1 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 8.8 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 8.8 7.0% 3 +0.1 pp +1.0 pp +7.0 pp +7.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 8.7 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 8.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 8.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 8.6 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 8.5 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 8.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.453 169 8.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 8.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 7.7 4.5% 2 +2.4 pp +4.5 pp +4.5 pp +4.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 7.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 7.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 7.1 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
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☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 6.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Heritage Trust Co CIK 0001706028 0.448 313 6.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
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☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
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☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 5.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.5 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
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☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 5.4 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Advus Financial Partners, LLC CIK 2150676 0.419 261 5.0 1.2% 4 +0.0 pp +0.0 pp +0.1 pp +1.2 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆New Capital Management LP CIK 0001696731 0.833 60 4.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
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☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 3.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pullen Investment Management, LLC CIK 0002011668 0.100 98 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Claris Financial LLC CIK 0002060278 0.227 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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 +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 BINC). Qtrs Held counts distinct quarters this fund has actually held BINC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BINC position size. Δ columns are the percentage-point change in BINC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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