Signals

BIT

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

Flow ranking

Rank#2788
Score / z0.000 / -0.02
Consensus34.73 over 65 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

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
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 58.6 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 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 17.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 15.3 0.8% 3 -0.3 pp -0.6 pp +0.8 pp +0.8 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 11.0 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 7.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 6.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 5.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Yakira Capital Management, Inc. CIK 0001584639 0.047 201 2.2 0.6% 3 -0.7 pp -0.9 pp +0.6 pp +0.6 pp
Rareview Capital LLC CIK 0002044533 0.417 51 2.2 1.3% 3 +0.1 pp +0.6 pp +1.3 pp +1.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Shaker Financial Services, LLC CIK 0001511794 0.040 148 1.7 0.6% 2 -0.1 pp +0.6 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 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 0.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELCO Management Co., LLC CIK 0001690717 0.251 174 0.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.6 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramiah Investment Group CIK 0001566307 0.000 79 0.4 0.4% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 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 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 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% 4 +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% 3 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Almitas Capital LLC CIK 0001596468 0.265 130 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DECISION INVESTMENTS, INC CIK 0002111652 0.209 149 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.2 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 0.2 0.0% 2 -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% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.2 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.1 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.1 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 -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% 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% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 4 -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% 2 -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% 4 -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% 4 -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% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -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% 3 -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
First Citizens Financial Corp CIK 0001800597 0.303 139 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
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
COMERICA BANK CIK 0000901541 0.812 3711 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
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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
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
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
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
Quarry LP CIK 0001965207 0.031 2367 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 -1.6 pp -1.7 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
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
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
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
Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +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% 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
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
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
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
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
ASSETMARK, INC CIK 0001344551 0.900 3558 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 -0.1 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
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
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
ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 0.108 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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
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
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
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.0 pp -0.1 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 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 (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