Signals

← Signals

☆BINC

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

Flow ranking

Rank#523
Score / z0.358 / 0.30
Consensus230.72 over 494 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+523% / 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,404.2 0.4% 4 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,078.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 819.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 624.5 5.4% 4 +0.8 pp +0.9 pp +0.3 pp +5.4 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 603.5 0.0% 5 +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 513.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 452.6 0.3% 4 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 419.0 0.1% 4 +0.0 pp +0.0 pp +0.0 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 303.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 293.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 288.3 7.6% 4 +2.4 pp +2.6 pp +2.5 pp +7.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 282.7 1.6% 5 +0.2 pp +0.4 pp +0.8 pp +0.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 257.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 251.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 150.6 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 148.6 2.7% 4 -0.0 pp +0.0 pp +0.0 pp +2.7 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 140.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 138.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 137.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 134.6 5.1% 4 +0.4 pp +0.9 pp +1.6 pp +5.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 123.3 0.9% 4 -0.0 pp -0.1 pp +0.1 pp +0.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 120.7 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 110.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 97.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 95.4 1.6% 4 +0.0 pp -0.0 pp -1.0 pp +1.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 93.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 86.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 79.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 78.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 77.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 72.5 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 70.5 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 69.8 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 67.7 5.5% 3 +0.6 pp +5.4 pp +5.5 pp +5.5 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 67.6 1.8% 4 -1.3 pp -1.6 pp -1.9 pp +1.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 63.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 62.2 2.7% 4 -0.5 pp -0.8 pp -0.6 pp +2.7 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 62.0 4.2% 4 -0.5 pp -0.5 pp -0.6 pp +4.2 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 60.9 9.6% 3 +0.7 pp +0.9 pp +9.6 pp +9.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 57.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 53.8 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 50.6 0.0% 4 -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 50.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 48.2 1.2% 2 -0.0 pp +1.2 pp -0.1 pp +1.2 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 46.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 46.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 45.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 44.8 7.1% 4 -0.7 pp -0.6 pp -0.5 pp +7.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 41.5 0.8% 4 -0.1 pp +0.0 pp +0.4 pp +0.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 40.2 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 39.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 38.6 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 36.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 34.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 34.3 0.7% 4 -0.0 pp -0.1 pp -0.3 pp +0.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 33.5 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 33.3 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 33.3 0.4% 4 -0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 31.0 20.1% 4 +0.1 pp +1.4 pp +0.5 pp +20.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 31.0 2.5% 4 -0.0 pp +0.0 pp -0.1 pp +2.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 30.5 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 30.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 28.8 3.6% 4 +0.3 pp +3.5 pp +3.5 pp +3.6 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 28.6 5.4% 2 +0.7 pp +5.4 pp +5.4 pp +5.4 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 26.8 3.6% 4 +0.1 pp +0.0 pp -0.0 pp +3.6 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 26.8 3.4% 4 -0.1 pp -0.0 pp -0.1 pp +3.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 26.8 0.3% 4 +0.2 pp +0.1 pp +0.0 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 26.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 25.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 25.1 0.8% 4 -0.1 pp +0.3 pp +0.7 pp +0.8 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 25.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 24.8 5.2% 3 -0.4 pp -0.5 pp +5.2 pp +5.2 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 24.8 7.1% 4 -2.6 pp +0.0 pp +0.0 pp +7.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 24.3 0.9% 3 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 24.2 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 23.2 0.5% 5 +0.0 pp +0.4 pp +0.4 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 23.1 0.5% 4 +0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆Vivid Wealth Management, LLC CIK 0002007281 0.413 73 22.7 9.2% 4 +0.2 pp +0.3 pp +3.8 pp +9.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 21.1 0.3% 4 -0.3 pp -0.3 pp -0.4 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 20.4 2.9% 3 +0.3 pp +0.4 pp +2.9 pp +2.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 20.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 20.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 19.8 2.5% 1 +2.5 pp +0.5 pp +1.3 pp +2.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 19.4 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 18.6 5.3% 4 +0.3 pp +0.5 pp +3.6 pp +5.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 18.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 17.9 2.9% 4 -0.1 pp +0.2 pp +0.8 pp +2.9 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 17.9 2.4% 4 +0.1 pp +0.3 pp +0.8 pp +2.4 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 17.9 1.9% 4 +0.3 pp +0.8 pp +1.2 pp +1.9 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 17.9 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 17.9 2.8% 4 -0.2 pp +0.5 pp +0.9 pp +2.8 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 17.3 4.2% 4 -0.1 pp +0.0 pp -0.0 pp +4.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 17.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 17.2 2.6% 4 +0.0 pp +0.1 pp +0.0 pp +2.6 pp
☆JB Capital LLC CIK 0001879371 0.629 280 17.1 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 17.0 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 16.9 0.7% 4 -0.1 pp -0.2 pp -0.4 pp +0.7 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 16.5 1.9% 4 +0.0 pp +0.1 pp +0.3 pp +1.9 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 16.1 1.7% 4 -0.1 pp +0.2 pp +0.5 pp +1.7 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 15.9 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 15.8 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 15.6 2.1% 4 -0.1 pp +0.1 pp +0.2 pp +2.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 15.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 15.3 1.1% 4 +0.0 pp +0.3 pp +0.2 pp +1.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 14.8 2.0% 4 -0.3 pp -0.2 pp -0.1 pp +2.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 14.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 14.7 0.2% 4 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 14.3 2.9% 4 -0.0 pp +0.2 pp -0.0 pp +2.9 pp
☆STAR Financial Bank CIK 0001965329 0.528 109 13.9 6.6% 4 +1.4 pp +2.0 pp +4.4 pp +6.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 13.0 1.8% 4 -0.0 pp -0.0 pp +0.9 pp +1.8 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 13.0 4.7% 4 -0.9 pp -5.4 pp -5.9 pp +4.7 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 12.9 3.2% 4 +0.4 pp +0.4 pp +0.2 pp +3.2 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 12.7 4.2% 4 +1.0 pp +1.0 pp +3.6 pp +4.2 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 12.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 12.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 12.6 0.7% 3 -0.2 pp +0.1 pp +0.7 pp +0.7 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 12.5 1.7% 4 -1.0 pp -0.9 pp -1.1 pp +1.7 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 12.5 1.0% 4 -0.0 pp -0.1 pp -0.7 pp +1.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 12.4 1.6% 4 -0.1 pp +0.3 pp +1.5 pp +1.6 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 12.3 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 12.2 0.8% 4 -0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 11.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 11.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 11.4 5.4% 4 -0.9 pp -0.4 pp +4.9 pp +5.4 pp
☆LHM, INC. CIK 0002009224 0.733 24 11.4 4.5% 4 +0.0 pp -3.2 pp -4.9 pp +4.5 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 11.3 3.7% 4 +0.6 pp +3.6 pp +1.2 pp +3.7 pp
☆New Capital Management LP CIK 0001696731 0.833 60 11.2 2.8% 4 +0.1 pp +1.6 pp +1.5 pp +2.8 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 11.2 8.4% 5 +0.2 pp +1.4 pp +1.5 pp +2.4 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 11.1 3.8% 4 -6.8 pp -6.9 pp -7.8 pp +3.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 10.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Bay Rivers Group CIK 0001798924 0.313 125 10.7 4.5% 4 +1.4 pp +2.0 pp +3.1 pp +4.5 pp
☆Marest Capital, LLC CIK 0002010315 0.854 30 10.6 6.1% 3 -3.1 pp +0.1 pp +6.1 pp +6.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 10.2 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 10.0 2.3% 4 +0.1 pp +0.2 pp -0.0 pp +2.3 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 9.9 0.6% 1 +0.6 pp +0.1 pp +0.6 pp +0.6 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 9.8 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆First Growth Capital LLC CIK 0002112081 0.183 136 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆First Financial Group Corp CIK 0002054920 0.407 81 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -1.4 pp -2.5 pp -1.5 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.8 pp -0.9 pp -0.9 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.0 0.0% 0 -0.8 pp -1.0 pp -1.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -3.5 pp -3.6 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp -3.0 pp -2.9 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -2.1 pp -2.1 pp -2.1 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -4.6 pp -4.6 pp -4.6 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 0.0 0.0% 0 -20.3 pp -18.2 pp -3.3 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.0 0.0% 0 -0.9 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 -0.2 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -1.7 pp -1.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -0.8 pp -0.7 pp -0.8 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.2 pp -0.2 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 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 (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