Signals

BKH

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

Flow ranking

Rank#2817
Score / z0.000 / -0.02
Consensus176.81 over 307 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 / 2
FiledFormItems
2026-08-17 8-K 8.01, 9.01
2026-08-05 8-K 2.02, 9.01
2026-05-15 8-K 8.01, 9.01
2026-05-06 8-K 2.02, 9.01
2026-05-01 8-K 5.07
2026-04-02 8-K 5.07, 7.01, 9.01
2026-02-19 8-K 8.01, 9.01
2026-02-04 8-K 2.02, 9.01
2025-11-05 8-K 2.02, 9.01
2025-10-02 8-K 1.01, 2.03, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-05-19 424B5 BLACK HILLS CORP /SD/
2025-09-25 424B5 BLACK HILLS CORP /SD/
2025-05-08 424B5 BLACK HILLS CORP /SD/
2024-05-13 424B5 BLACK HILLS CORP /SD/
2023-09-06 424B5 BLACK HILLS CORP /SD/
2023-06-16 424B5 BLACK HILLS CORP /SD/
2023-03-02 424B5 BLACK HILLS CORP /SD/
2021-08-23 424B5 BLACK HILLS CORP /SD/
2020-08-04 424B5 BLACK HILLS CORP /SD/
2020-06-12 424B5 BLACK HILLS CORP /SD/
Showing the 10 most recent.

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 841.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 251.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 186.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital Research Global Investors CIK 0001422848 0.983 426 158.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 153.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 143.7 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 138.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 134.9 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Covalis Capital LLP CIK 0001698819 0.034 100 121.7 7.5% 2 -3.7 pp +7.5 pp +7.5 pp +7.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 110.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 109.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 109.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 84.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 79.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 73.8 0.9% 4 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 73.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 67.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 65.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 62.7 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 62.5 0.0% 5 +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 57.0 0.0% 6 +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 54.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 53.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 51.4 1.3% 4 +0.8 pp -0.4 pp +1.2 pp +1.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 48.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 47.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 41.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 36.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 35.9 0.6% 4 +0.0 pp +0.2 pp +0.5 pp +0.6 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 34.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 31.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 31.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OLD REPUBLIC INTERNATIONAL CORP (ORI) CIK 0000074260 0.634 54 28.9 1.1% 4 -0.0 pp +0.2 pp +0.2 pp +1.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 27.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 27.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 25.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 24.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 24.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 23.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 22.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 21.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 19.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 18.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 17.1 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
Think Investments LP CIK 0001635999 0.106 21 16.5 2.2% 2 -2.5 pp +2.2 pp +2.2 pp +2.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paradiem, LLC CIK 0001733356 0.135 68 15.6 3.4% 4 -0.5 pp +0.1 pp +3.1 pp +3.4 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 14.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.5 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 12.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 12.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Resolution Capital Ltd CIK 0001612389 0.895 39 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 10.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 9.8 2.3% 4 +0.0 pp +0.2 pp -0.3 pp +2.3 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 9.6 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.068 294 9.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 8.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Martin Capital Partners, LLC CIK 0001731216 0.226 72 8.6 3.2% 4 -0.0 pp +0.2 pp +0.8 pp +3.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 8.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 8.3 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 8.2 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 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 7.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 7.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.3 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 7.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 6.9 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 5.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 5.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 5.2 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 5.2 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 4.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Boston Partners CIK 0001386060 0.833 802 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 4.0 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 3.5 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 3.5 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 3.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.4 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 3.3 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lesa Sroufe & Co CIK 0001492162 0.208 67 3.3 2.2% 4 -0.2 pp -0.1 pp -0.1 pp +2.2 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 3.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 3.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 3.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 3.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 2.8 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polaris Capital Management, LLC CIK 0001316926 0.455 84 2.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 2.3 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 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bollard Group LLC CIK 0001556218 0.801 308 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 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
Henshaw Capital LLC CIK 0002131483 0.689 160 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
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 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
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Benson Investment Management Company, Inc. CIK 0001694896 0.000 9 0.0 0.0% 0 -1.9 pp -1.7 pp -1.7 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 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 +0.0 pp -0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 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
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 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 +0.0 pp -0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 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
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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
BAILARD, INC. CIK 0000750641 0.578 763 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
Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.1 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 BKH). Qtrs Held counts distinct quarters this fund has actually held BKH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BKH position size. Δ columns are the percentage-point change in BKH'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