Signals

← Signals

☆BKLN

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

Flow ranking

Rank#23832
Score / z-0.719 / -0.94
Consensus160.04 over 311 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 478.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 338.6 0.0% 1 +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 258.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 203.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 194.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 182.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 181.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 175.7 0.0% 1 +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 131.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 112.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 96.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 96.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 88.5 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 87.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 87.1 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 85.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 85.4 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 82.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bain Capital Credit, LP CIK 0001317947 0.847 6 74.5 27.0% 1 +27.0 pp +27.0 pp +27.0 pp +27.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 70.1 0.1% 1 +0.1 pp +0.1 pp +0.1 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 69.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 67.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 67.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS CIK 872786 0.647 329 66.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 63.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 63.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 62.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 62.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 58.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 55.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 52.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 52.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 51.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 45.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 44.3 21.2% 1 +21.2 pp +21.2 pp +21.2 pp +21.2 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 40.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 39.5 24.4% 1 +24.4 pp +24.4 pp +24.4 pp +24.4 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 37.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 34.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 32.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Man Group plc CIK 0001637460 0.631 2032 32.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 31.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 31.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 29.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 25.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DSC Meridian Capital LP CIK 0001970572 0.273 15 23.7 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 23.3 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 20.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 20.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forge First Asset Management Inc. CIK 0001963062 0.000 0 20.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 19.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 18.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 18.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 18.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 16.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 15.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 14.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 13.6 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 13.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.9 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 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 10.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 10.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 10.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 10.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 9.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 8.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 6.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 6.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 6.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAM Advisors, LLC CIK 0001600944 0.830 49 6.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 5.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 5.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.9 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 0.299 493 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 4.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 3.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 3.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 3.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 3.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 3.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 2.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 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
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 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
☆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
☆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
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 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 BKLN). Qtrs Held counts distinct quarters this fund has actually held BKLN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BKLN position size. Δ columns are the percentage-point change in BKLN'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