Signals

BIT

139 in-universe funds with a nonzero position in BIT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#2773
Score / z0.000 / -0.02
Consensus35.43 over 66 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
2025-01-21 8-K 8.01, 9.01
2016-10-28 8-K 7.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-04-08 424B5 BlackRock Multi-Sector Income

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 21.4 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 11.5 0.5% 5 -0.0 pp -0.0 pp -0.1 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 10.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 8.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 6.1 0.3% 4 -0.5 pp -0.8 pp -1.0 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 4.5 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rareview Capital LLC CIK 0002044533 0.417 51 2.4 1.3% 4 +0.1 pp +0.2 pp +0.6 pp +1.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 6 -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 1.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shaker Financial Services, LLC CIK 0001511794 0.040 148 1.0 0.3% 3 -0.3 pp -0.4 pp +0.3 pp +0.3 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wealth Care LLC CIK 0002120450 0.479 73 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Yakira Capital Management, Inc. CIK 0001584639 0.047 201 0.6 0.2% 4 -0.5 pp -1.2 pp -1.4 pp +0.2 pp
ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.6 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramiah Investment Group CIK 0001566307 0.000 79 0.4 0.3% 7 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.3 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Almitas Capital LLC CIK 0001596468 0.265 130 0.2 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DECISION INVESTMENTS, INC CIK 0002111652 0.209 149 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.2 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELCO Management Co., LLC CIK 0001690717 0.251 174 0.2 0.1% 4 -0.3 pp -0.3 pp -0.4 pp +0.1 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.1 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 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -1.2 pp -1.3 pp -1.4 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 0.108 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GraniteShares Advisors LLC CIK 0001839545 0.113 90 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.7 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
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 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
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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
Osbon Capital Management LLC CIK 0001784418 0.256 422 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 BIT). Qtrs Held counts distinct quarters this fund has actually held BIT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BIT position size. Δ columns are the percentage-point change in BIT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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