Signals

← Signals

☆BIZD

226 in-universe funds with a nonzero position in BIZD within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1054
Score / z0.069 / 0.07
Consensus84.69 over 168 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

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 ▾
☆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 86.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 76.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 43.5 0.0% 1 +0.0 pp +0.0 pp +0.0 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 34.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 33.7 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 17.0 0.5% 3 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 16.3 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 13.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 10.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 8.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.7 0.0% 2 -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 7.5 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 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 5.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARINGS LLC CIK 0000009015 0.845 191 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 2.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Wealth Funds, LLC CIK 0002059327 0.680 60 1.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.4 0.0% 1 +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 0.4 0.0% 1 +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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sherman Asset Management, Inc. CIK 0001736535 0.391 136 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 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 BIZD). Qtrs Held counts distinct quarters this fund has actually held BIZD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BIZD position size. Δ columns are the percentage-point change in BIZD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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