Signals

← Signals

☆BIV

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

Flow ranking

Rank#29
Score / z4.365 / 6.54
Consensus332.75 over 633 funds
Momentumno 12m return

Price & positioning

249 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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,895.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,529.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 774.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 703.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 521.7 0.0% 4 -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 495.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 389.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 378.9 24.4% 2 +0.0 pp +24.4 pp +24.4 pp +24.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 318.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 316.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 264.7 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 262.0 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 195.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 168.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 167.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 165.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 164.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 162.6 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 156.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 146.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 136.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 136.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 131.2 10.9% 2 -0.4 pp +10.9 pp +10.9 pp +10.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 116.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 113.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diana Davis Spencer Foundation CIK 0001633391 0.565 2 111.4 37.5% 2 -0.3 pp +37.5 pp +37.5 pp +37.5 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 106.6 6.0% 2 +0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 103.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 103.8 20.9% 2 +6.5 pp +20.9 pp +20.9 pp +20.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 103.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 89.7 7.6% 2 -0.2 pp +7.6 pp +7.6 pp +7.6 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 88.7 3.6% 2 +0.7 pp +3.6 pp +3.6 pp +3.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 80.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 79.2 3.8% 2 -1.6 pp +3.8 pp +3.8 pp +3.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 71.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 68.6 14.2% 2 +2.0 pp +14.2 pp +14.2 pp +14.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 68.5 0.1% 2 -0.0 pp +0.1 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 68.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 62.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WIT, LLC CIK 0001840025 0.965 24 61.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 56.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 54.8 11.0% 2 +0.2 pp +11.0 pp +11.0 pp +11.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 48.4 15.4% 2 -0.6 pp +15.4 pp +15.4 pp +15.4 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 47.5 8.5% 2 -2.0 pp +8.5 pp +8.5 pp +8.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 46.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 46.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 45.9 14.9% 2 -5.6 pp +14.9 pp +14.9 pp +14.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 45.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 44.9 6.4% 2 +0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 44.7 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 43.7 11.5% 2 -4.5 pp +11.5 pp +11.5 pp +11.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 43.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 43.2 9.4% 2 -0.3 pp +9.4 pp +9.4 pp +9.4 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 42.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 41.2 9.3% 2 +2.6 pp +9.3 pp +9.3 pp +9.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 39.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 38.8 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 38.5 9.7% 2 -0.1 pp +9.7 pp +9.7 pp +9.7 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 38.2 3.1% 3 -0.2 pp -0.4 pp +3.1 pp +3.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 38.2 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 36.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 36.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 35.8 8.8% 2 +0.9 pp +8.8 pp +8.8 pp +8.8 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 35.5 17.2% 3 +1.1 pp -2.5 pp +17.2 pp +17.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 35.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 35.2 9.9% 2 -0.2 pp +9.9 pp +9.9 pp +9.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 34.6 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 34.4 8.2% 2 -0.3 pp +8.2 pp +8.2 pp +8.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 34.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 33.4 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 33.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 31.8 3.2% 2 -0.6 pp +3.2 pp +3.2 pp +3.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 31.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 31.0 20.8% 2 -0.7 pp +20.8 pp +20.8 pp +20.8 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 30.6 22.2% 2 -4.4 pp +22.2 pp +22.2 pp +22.2 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 29.2 6.3% 2 -0.4 pp +6.3 pp +6.3 pp +6.3 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 29.2 4.5% 2 -1.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 28.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 28.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 28.4 7.4% 2 -0.6 pp +7.4 pp +7.4 pp +7.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 27.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 26.8 10.1% 2 -0.2 pp +10.1 pp +10.1 pp +10.1 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 26.4 11.7% 2 -0.3 pp +11.7 pp +11.7 pp +11.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 26.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 26.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 26.4 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 26.0 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 25.5 15.3% 2 +0.5 pp +15.3 pp +15.3 pp +15.3 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 25.4 4.8% 2 -0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 24.9 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 24.5 8.4% 2 -0.3 pp +8.4 pp +8.4 pp +8.4 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 24.1 19.7% 1 +19.7 pp +19.7 pp +19.7 pp +19.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 23.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 23.1 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 23.1 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 22.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 22.4 9.6% 2 +9.4 pp +9.6 pp +9.6 pp +9.6 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 22.1 7.3% 2 -0.1 pp +7.3 pp +7.3 pp +7.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 21.4 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 21.3 6.2% 2 -0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 21.3 13.4% 2 -0.4 pp +13.4 pp +13.4 pp +13.4 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 20.6 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 20.2 11.6% 2 -0.5 pp +11.6 pp +11.6 pp +11.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 20.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Human Investing LLC CIK 0001767513 0.861 105 19.5 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 19.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 19.0 6.6% 2 +1.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 18.7 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 18.4 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 18.3 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 18.2 8.8% 2 -0.0 pp +8.8 pp +8.8 pp +8.8 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 18.0 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 17.9 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.9 0.1% 4 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 17.8 6.8% 2 -0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 17.6 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 17.4 8.1% 2 -0.2 pp +8.1 pp +8.1 pp +8.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 17.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 17.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 17.2 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 17.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 16.9 3.2% 2 +1.4 pp +3.2 pp +3.2 pp +3.2 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 16.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 16.1 1.9% 4 -0.1 pp -0.4 pp -0.4 pp +1.9 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 15.8 7.6% 4 -0.2 pp +2.5 pp +3.2 pp +7.6 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 15.1 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 15.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 15.0 3.1% 2 +0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 15.0 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 14.6 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 14.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 14.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 14.4 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 14.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 14.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆City State Bank CIK 0001910666 0.322 809 13.3 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 13.3 12.2% 2 +5.6 pp +12.2 pp +12.2 pp +12.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 12.8 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 12.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 12.7 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 12.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 12.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆BURNEY CO/ CIK 0000940445 0.713 605 11.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 11.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 11.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 11.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
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☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stephenson & Company, Inc. CIK 0002001544 0.800 50 10.7 6.2% 2 -0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.360 84 10.6 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 10.5 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
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☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 10.3 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
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☆BANK HAPOALIM BM CIK 0000902528 0.174 117 10.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 9.2 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆MA Private Wealth CIK 0001767474 0.750 88 9.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
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☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 9.1 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
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☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 8.9 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 8.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 8.2 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 7.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆Parker Financial LLC CIK 0001965668 0.845 37 7.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 7.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 7.0 2.4% 1 +2.4 pp +0.3 pp +2.4 pp +2.4 pp
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☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
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☆Smart Money Group LLC CIK 0001728866 0.774 86 6.4 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
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☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 6.3 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Brookmont Capital Management CIK 0001512978 0.340 61 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆CX Institutional CIK 0001737089 0.437 1568 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Center For Asset Management LLC CIK 0001844878 0.268 151 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 -0.8 pp -0.8 pp -0.9 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.1 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
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -0.2 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
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 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 -3.1 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 BIV). Qtrs Held counts distinct quarters this fund has actually held BIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BIV position size. Δ columns are the percentage-point change in BIV'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