Signals

← Signals

☆BIP

367 in-universe funds with a nonzero position in BIP within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#2555
Score / z0.000 / -0.01
Consensus131.20 over 231 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

Negative / total0 / 0
FiledFormItems
2008-01-31 8-K 9.01

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-11-20 424B5 Brookfield Infrastructure Part
2024-11-19 424B5 Brookfield Infrastructure Part
2024-05-29 424B5 Brookfield Infrastructure Part
2022-01-11 424B5 Brookfield Infrastructure Part
2021-11-12 424B5 Brookfield Infrastructure Part
2021-11-12 424B5 Brookfield Infrastructure Part
2021-05-19 424B5 Brookfield Infrastructure Part
2021-05-17 424B5 Brookfield Infrastructure Part
2021-01-14 424B5 Brookfield Infrastructure Part
2021-01-13 424B5 Brookfield Infrastructure Part
Showing the 10 most recent.

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 ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,551.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,091.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Capital World Investors CIK 0001422849 0.974 637 1,081.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 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 970.1 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 319.1 0.4% 3 -0.2 pp -0.5 pp +0.4 pp +0.4 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 297.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 264.2 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 253.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 244.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 232.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 183.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 162.8 0.2% 2 +0.0 pp +0.2 pp -0.6 pp +0.2 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 136.9 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 135.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 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 116.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 112.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 106.5 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 100.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIL Ltd CIK 0000318989 0.878 1140 94.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 90.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 85.2 2.8% 3 -0.1 pp -0.4 pp +2.8 pp +2.8 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 83.3 2.4% 3 +0.0 pp +0.8 pp +2.4 pp +2.4 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 82.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 76.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 72.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 65.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 64.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 62.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 57.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 51.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 38.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 38.0 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 31.5 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 30.7 2.6% 1 +2.6 pp +0.5 pp +2.6 pp +2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOWEN HANES & CO INC CIK 0001077583 0.789 151 25.8 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 24.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 24.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 21.3 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 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 19.0 0.0% 4 +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 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 17.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 17.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 16.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 16.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 14.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆NATIXIS CIK 0001274981 0.561 1107 13.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 13.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Munro Partners CIK 0001768744 0.213 59 12.4 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
☆Leith Wheeler Investment Counsel Ltd. CIK 0001353651 0.681 85 12.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baskin Financial Services Inc. CIK 0001511098 0.683 54 11.1 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Voleon Capital Management LP CIK 0001479847 0.338 761 10.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 9.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 8.7 2.6% 3 +0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summerhill Capital Management lnc. CIK 0002017598 0.443 18 8.1 7.5% 3 -0.5 pp -1.3 pp +7.5 pp +7.5 pp
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 7.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 6.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 6.5 0.9% 3 +0.0 pp +0.8 pp +0.9 pp +0.9 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 6.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 6.4 1.6% 3 +0.0 pp -1.4 pp +1.6 pp +1.6 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 6.0 1.9% 3 +0.0 pp -0.2 pp +1.9 pp +1.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 5.0 2.9% 3 +0.0 pp -0.2 pp +2.9 pp +2.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 4.9 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 4.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 3.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 3.5 2.1% 3 +0.2 pp +0.1 pp +2.1 pp +2.1 pp
☆Hyperion Capital Advisors LP CIK 0001794499 0.314 67 3.3 1.6% 3 -0.1 pp -0.4 pp +1.6 pp +1.6 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 3.2 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ninepoint Partners LP CIK 0001715635 0.295 162 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 2.9 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 2.9 1.3% 3 -0.3 pp -0.4 pp +1.3 pp +1.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 2.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 2.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIS-REA LTD. CIK 0001482171 0.277 45 2.4 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 2.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WULFF, HANSEN & CO. CIK 0000108634 0.091 109 1.8 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 1.6 0.3% 3 -1.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 1.4 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 1.4 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 1.3 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Investment Counsel LLC CIK 0002055178 0.150 126 1.3 1.4% 3 +0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 1.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.2 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 1.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STONE RUN CAPITAL, LLC CIK 0001512746 0.290 71 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 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
☆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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 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
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA ADVISORS GROUP, INC. CIK 0001444949 0.078 117 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Forge First Asset Management Inc. CIK 0001963062 0.000 0 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 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 BIP). Qtrs Held counts distinct quarters this fund has actually held BIP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BIP position size. Δ columns are the percentage-point change in BIP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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