Signals

← Signals

☆BKLN

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

Flow ranking

Rank#100
Score / z1.651 / 2.47
Consensus170.83 over 341 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+1% / 2.5d

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 607.2 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 297.1 0.0% 2 -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 208.1 0.0% 3 +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 202.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 196.2 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 188.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 180.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 172.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 127.4 5.3% 2 +1.8 pp +5.3 pp +5.3 pp +5.3 pp
☆Bain Capital Credit, LP CIK 0001317947 0.847 6 113.3 35.7% 2 +8.7 pp +35.7 pp +35.7 pp +35.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 105.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 102.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 96.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 91.3 6.9% 2 -0.3 pp +6.9 pp +6.9 pp +6.9 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 89.4 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 87.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 79.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 77.7 0.0% 2 -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 72.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 71.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 70.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 69.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 65.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 61.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 61.1 1.9% 2 -1.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 59.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 59.3 28.9% 2 +7.6 pp +28.9 pp +28.9 pp +28.9 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 52.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 52.0 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆BNP PARIBAS CIK 872786 0.647 329 51.5 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 51.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 50.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DSC Meridian Capital LP CIK 0001970572 0.273 15 43.8 19.4% 2 +6.5 pp +19.4 pp +19.4 pp +19.4 pp
☆Man Group plc CIK 0001637460 0.631 2032 43.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 41.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 40.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 39.9 3.9% 2 -4.7 pp +3.9 pp +3.9 pp +3.9 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 39.3 10.1% 2 -0.6 pp +10.1 pp +10.1 pp +10.1 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 38.5 25.6% 2 +1.2 pp +25.6 pp +25.6 pp +25.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 33.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 32.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 30.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 26.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 25.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 24.5 11.2% 2 +0.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 24.2 7.4% 2 +2.9 pp +7.4 pp +7.4 pp +7.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 22.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.9 0.0% 2 +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 21.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 20.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 19.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forge First Asset Management Inc. CIK 0001963062 0.000 0 19.7 9.0% 2 +1.7 pp +9.0 pp +9.0 pp +9.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 18.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 18.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 17.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 17.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 17.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 16.3 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 14.5 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 14.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 13.6 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 17.9% 2 -2.1 pp +17.9 pp +17.9 pp +17.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 11.9 1.4% 2 -0.9 pp +1.4 pp +1.4 pp +1.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 11.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 11.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Symetra Investment Management Co CIK 0001811513 0.879 6 11.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 10.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 10.9 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 10.9 0.9% 2 -1.7 pp +0.9 pp +0.9 pp +0.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 10.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.6 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 9.3 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 9.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 8.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 8.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 7.6 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 7.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.5 0.0% 2 -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 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 6.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAM Advisors, LLC CIK 0001600944 0.830 49 6.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.2 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 6.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 6.1 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.4 0.2% 2 +0.0 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 5.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 4.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 4.7 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 4.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 4.4 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 4.3 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 4.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 4.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 3.9 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 3.8 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 3.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 3.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 3.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.4 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 3.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 3.3 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 3.3 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 3.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 2.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 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
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 0 -2.0 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
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 -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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 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
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.3 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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 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
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.1 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 +0.0 pp -0.1 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status