Signals

← Signals

☆BIV

1039 in-universe funds with a nonzero position in BIV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#30
Score / z5.370 / 7.63
Consensus350.23 over 661 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+259% / 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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,988.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,311.3 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 672.6 3.5% 1 +3.5 pp +0.4 pp +3.5 pp +3.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 620.6 0.1% 3 -0.0 pp -0.0 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 581.9 0.0% 5 +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 517.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 407.0 24.7% 3 +0.3 pp +0.4 pp +24.7 pp +24.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 401.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 371.9 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 328.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 275.6 1.7% 3 -0.2 pp -0.3 pp +1.7 pp +1.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 274.5 2.8% 3 +0.2 pp +0.2 pp +2.8 pp +2.8 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 197.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 191.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 175.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 174.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 168.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 167.6 4.9% 3 +0.3 pp +0.3 pp +4.9 pp +4.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 150.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 146.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 144.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 133.7 10.8% 3 -0.1 pp -0.6 pp +10.8 pp +10.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 122.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 118.4 4.4% 3 +0.8 pp +1.5 pp +4.4 pp +4.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 116.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Diana Davis Spencer Foundation CIK 0001633391 0.565 2 111.1 37.5% 3 +0.0 pp -0.3 pp +37.5 pp +37.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 108.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 108.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 106.9 6.2% 3 +0.2 pp +0.4 pp +6.2 pp +6.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 106.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 102.6 19.6% 3 -1.2 pp +5.3 pp +19.6 pp +19.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 95.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 92.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆American Trust CIK 0001905128 0.729 334 89.6 7.5% 3 -0.0 pp -0.2 pp +7.5 pp +7.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 86.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 81.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 73.7 14.9% 3 +0.6 pp +2.6 pp +14.9 pp +14.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 71.1 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 70.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 68.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 68.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 63.2 3.4% 3 -0.4 pp -2.0 pp +3.4 pp +3.4 pp
☆WIT, LLC CIK 0001840025 0.965 24 61.0 1.2% 3 -0.2 pp -0.3 pp +1.2 pp +1.2 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 55.8 11.0% 3 -0.0 pp +0.2 pp +11.0 pp +11.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 50.0 15.3% 3 -0.2 pp -0.8 pp +15.3 pp +15.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 50.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 49.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 49.1 9.1% 3 -2.4 pp -7.0 pp +9.1 pp +9.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 47.7 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 47.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 46.7 4.3% 3 -0.0 pp -0.1 pp +4.3 pp +4.3 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 46.5 6.5% 3 +0.0 pp +0.1 pp +6.5 pp +6.5 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 46.4 9.1% 3 +0.6 pp -1.3 pp +9.1 pp +9.1 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 46.2 14.4% 3 -0.5 pp -6.1 pp +14.4 pp +14.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 44.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 44.6 9.4% 3 -0.0 pp -0.3 pp +9.4 pp +9.4 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 43.2 9.6% 3 +0.2 pp +2.8 pp +9.6 pp +9.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 42.7 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 41.3 6.4% 3 +6.4 pp -1.6 pp +6.4 pp +6.4 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 40.9 4.3% 3 +0.1 pp +0.0 pp +4.3 pp +4.3 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 40.0 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 39.3 4.0% 3 -0.1 pp +0.1 pp +4.0 pp +4.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 38.9 0.4% 3 -0.1 pp -0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Franklin, Parlapiano, Turner & Welch, LLC CIK 0001707856 0.638 55 37.6 9.3% 3 -0.4 pp -0.4 pp +9.3 pp +9.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 36.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 36.2 8.3% 3 +0.1 pp -0.2 pp +8.3 pp +8.3 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 35.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 35.5 9.9% 3 +0.0 pp -0.2 pp +9.9 pp +9.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 35.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 35.0 3.5% 3 +0.1 pp +0.1 pp +3.5 pp +3.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 34.5 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 32.8 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 32.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 32.3 21.4% 3 +0.5 pp -0.2 pp +21.4 pp +21.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 31.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 30.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 30.3 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 30.3 22.3% 3 +0.1 pp -4.3 pp +22.3 pp +22.3 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 30.0 14.8% 4 -2.4 pp -1.3 pp -4.9 pp +14.8 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 29.7 2.8% 3 -0.4 pp -1.0 pp +2.8 pp +2.8 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 29.5 4.6% 3 +0.1 pp -1.1 pp +4.6 pp +4.6 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 29.0 6.0% 3 -0.3 pp -0.7 pp +6.0 pp +6.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 28.4 7.3% 3 -0.1 pp -0.7 pp +7.3 pp +7.3 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 27.9 10.0% 3 -0.1 pp -0.3 pp +10.0 pp +10.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 27.8 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 27.5 11.6% 3 -0.1 pp -0.4 pp +11.6 pp +11.6 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 27.4 15.0% 3 -0.3 pp +0.3 pp +15.0 pp +15.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 27.1 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 26.7 18.5% 3 +6.3 pp +11.9 pp +18.5 pp +18.5 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 26.2 5.0% 3 +0.1 pp +0.2 pp +5.0 pp +5.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 26.1 20.2% 2 +0.5 pp +20.2 pp +20.2 pp +20.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 26.0 2.6% 3 +0.2 pp +0.4 pp +2.6 pp +2.6 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 25.6 4.7% 3 -0.1 pp -0.3 pp +4.7 pp +4.7 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 25.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 24.5 8.5% 3 +0.0 pp -0.2 pp +8.5 pp +8.5 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 23.5 7.6% 3 +0.3 pp +0.2 pp +7.6 pp +7.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 23.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 23.1 6.1% 3 +0.9 pp +1.1 pp +6.1 pp +6.1 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 22.9 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 22.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 22.4 6.4% 3 +0.2 pp +0.1 pp +6.4 pp +6.4 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 22.2 12.0% 3 +0.4 pp -0.1 pp +12.0 pp +12.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 22.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 22.0 4.5% 3 +1.5 pp +1.9 pp +4.5 pp +4.5 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.843 30 21.9 13.5% 3 +0.1 pp -0.3 pp +13.5 pp +13.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 21.4 3.4% 3 -0.1 pp -0.2 pp +3.4 pp +3.4 pp
☆Human Investing LLC CIK 0001767513 0.861 105 20.4 2.9% 3 -0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 20.0 1.3% 3 +0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 19.4 1.8% 3 +0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 19.0 9.0% 3 +0.2 pp +0.1 pp +9.0 pp +9.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 18.9 1.4% 3 +0.0 pp -0.4 pp +1.4 pp +1.4 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 18.9 7.0% 3 +0.2 pp +0.0 pp +7.0 pp +7.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 18.5 0.1% 5 -0.0 pp +0.1 pp -0.1 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 18.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 18.2 8.2% 3 +0.1 pp -0.1 pp +8.2 pp +8.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 18.2 1.9% 5 +0.0 pp -0.1 pp -0.4 pp -0.4 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 18.0 6.2% 3 +0.2 pp +0.0 pp +6.2 pp +6.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 18.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 18.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 17.7 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 17.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 17.5 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 16.7 7.5% 5 -0.1 pp -0.3 pp +2.4 pp +3.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 16.5 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 16.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 15.8 6.4% 3 -0.0 pp -0.1 pp +6.4 pp +6.4 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 15.3 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 15.3 6.2% 3 -0.2 pp -0.4 pp +6.2 pp +6.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 15.0 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 14.9 1.3% 3 +0.2 pp +0.2 pp +1.3 pp +1.3 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 14.7 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 14.6 2.5% 3 -0.0 pp -0.3 pp +2.5 pp +2.5 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 14.6 3.1% 3 +0.6 pp +0.4 pp +3.1 pp +3.1 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 14.4 4.2% 3 +0.5 pp +0.5 pp +4.2 pp +4.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 14.4 2.4% 3 +0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆BOKF, NA CIK 0000009634 0.752 1160 14.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 14.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 14.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 14.0 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 14.0 2.7% 3 -0.5 pp +0.9 pp +2.7 pp +2.7 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 13.8 2.8% 3 +0.5 pp +0.6 pp +2.8 pp +2.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 13.6 3.7% 3 -0.1 pp -0.1 pp +3.7 pp +3.7 pp
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☆FC Advisory LLC CIK 0001683754 0.633 118 13.2 3.8% 3 +0.1 pp -0.1 pp +3.8 pp +3.8 pp
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☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 12.8 2.4% 3 +1.0 pp +1.0 pp +2.4 pp +2.4 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 12.7 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
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☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 12.2 1.7% 3 +0.3 pp +0.5 pp +1.7 pp +1.7 pp
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☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BURNEY CO/ CIK 0000940445 0.713 605 11.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆NWAM LLC CIK 0001655006 0.392 684 11.4 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
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☆rebel Financial LLC CIK 0002077940 0.467 65 11.2 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 11.2 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
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☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 9.7 4.3% 3 -0.0 pp -0.0 pp +4.3 pp +4.3 pp
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☆MA Private Wealth CIK 0001767474 0.750 88 9.0 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
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☆VCI Wealth Management LLC CIK 0002009388 0.229 99 8.8 2.4% 3 -0.0 pp -0.2 pp +2.4 pp +2.4 pp
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☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 -0.8 pp -3.4 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.5 pp -0.5 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
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 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
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -5.2 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp -6.7 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.9 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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 +0.0 pp -0.1 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
☆Rossmore Private Capital CIK 0001733082 0.520 340 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -6.6 pp -5.5 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 0.0 0.0% 0 -0.1 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 -0.2 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.3 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
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.0% 0 -0.1 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 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -8.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.4 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 +0.0 pp -0.1 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
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 -4.7 pp -4.6 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -8.8 pp -7.9 pp +0.0 pp +0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 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
☆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
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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 -0.1 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -3.1 pp -3.3 pp -3.6 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
☆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
☆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 +0.0 pp -0.3 pp +0.0 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
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.1 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
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 (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