Signals

← Signals

☆BKLN

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

Flow ranking

Rank#76
Score / z2.591 / 3.67
Consensus167.28 over 316 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+17% / 5.4d ⚡

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 688.5 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 378.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 274.4 3.7% 3 +0.7 pp +0.7 pp +3.7 pp +3.7 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 259.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 214.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 199.2 0.0% 3 +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 186.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 183.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bain Capital Credit, LP CIK 0001317947 0.847 6 149.7 39.1% 3 +3.4 pp +12.1 pp +39.1 pp +39.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 122.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 117.9 4.2% 2 +2.7 pp +4.2 pp +4.2 pp +4.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 100.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 91.0 2.9% 3 -0.1 pp -0.4 pp +2.9 pp +2.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 86.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 84.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 84.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 79.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 79.7 3.7% 3 -1.5 pp +0.3 pp +3.7 pp +3.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 77.3 0.1% 3 +0.0 pp +0.0 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 73.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 73.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 72.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 72.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 70.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 67.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 66.6 1.8% 3 -0.1 pp -1.3 pp +1.8 pp +1.8 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 64.3 26.4% 3 -2.5 pp +5.1 pp +26.4 pp +26.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 63.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 62.6 6.6% 3 +2.7 pp -2.1 pp +6.6 pp +6.6 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 61.0 4.2% 3 -2.7 pp -3.0 pp +4.2 pp +4.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 55.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 55.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 52.2 3.4% 3 -0.1 pp -0.3 pp +3.4 pp +3.4 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 50.7 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 47.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Man Group plc CIK 0001637460 0.631 2032 41.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 40.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 39.7 10.0% 3 -0.2 pp -0.8 pp +10.0 pp +10.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 39.6 22.4% 3 -3.1 pp -2.0 pp +22.4 pp +22.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 34.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DSC Meridian Capital LP CIK 0001970572 0.273 15 27.0 11.2% 3 -8.3 pp -1.8 pp +11.2 pp +11.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 27.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 25.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 24.5 11.0% 3 -0.2 pp -0.0 pp +11.0 pp +11.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 22.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 21.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 21.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 20.1 1.7% 3 +0.4 pp +0.3 pp +1.7 pp +1.7 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 19.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 19.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 18.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 17.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 17.6 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 17.0 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 16.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 16.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS CIK 872786 0.647 329 16.1 0.5% 3 -1.1 pp -1.7 pp +0.5 pp +0.5 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 14.9 1.9% 3 -0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 14.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 13.6 18.8% 3 +0.9 pp -1.2 pp +18.8 pp +18.8 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 13.5 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 13.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 11.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 11.3 1.5% 4 +0.1 pp +0.0 pp -0.0 pp +1.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 11.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Symetra Investment Management Co CIK 0001811513 0.879 6 11.1 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 10.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 10.1 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 9.8 1.1% 1 +1.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 9.6 0.6% 3 +0.2 pp +0.0 pp +0.6 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 9.5 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 9.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 8.8 1.6% 3 +0.4 pp +0.4 pp +1.6 pp +1.6 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.8 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 8.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 8.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 8.4 0.5% 3 -0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 8.2 1.9% 3 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 7.8 0.6% 3 -0.3 pp -2.0 pp +0.6 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 7.4 1.4% 3 +1.3 pp +1.2 pp +1.4 pp +1.4 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 6.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SAM Advisors, LLC CIK 0001600944 0.830 49 6.5 2.1% 3 +0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.3 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 6.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 5.9 1.4% 3 +1.2 pp +1.4 pp +1.4 pp +1.4 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 5.7 1.7% 3 +0.3 pp +0.6 pp +1.7 pp +1.7 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 5.7 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 5.6 1.7% 3 -5.7 pp -2.8 pp +1.7 pp +1.7 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 5.5 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 4.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 4.7 2.4% 3 +0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 4.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 4.6 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 4.4 2.3% 3 -0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 4.2 0.8% 4 +0.3 pp +0.4 pp +0.4 pp +0.8 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 3.9 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 3.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 3.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 3.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 3.6 2.2% 3 -1.8 pp -1.7 pp +2.2 pp +2.2 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 3.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 3.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 3.3 2.0% 3 -0.0 pp -0.2 pp +2.0 pp +2.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 3.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 3.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 3.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 3.2 2.4% 3 -0.5 pp -0.9 pp +2.4 pp +2.4 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 3.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.1 0.0% 1 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 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
☆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
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 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
☆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
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.0 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 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
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 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 +0.0 pp -0.2 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -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% 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
☆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
☆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
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 -0.0 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 +0.0 pp -2.1 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
☆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
☆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
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 0.0 0.0% 0 +0.0 pp -0.9 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
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.0 0.0% 0 -0.1 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
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -0.6 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
☆Forge First Asset Management Inc. CIK 0001963062 0.000 0 0.0 0.0% 0 -9.0 pp -7.3 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.831 45 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 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
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 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
☆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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆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
☆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
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -2.6 pp -2.8 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 -1.4 pp -2.3 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
☆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
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DAVIDSON TRUST CO CIK 0001133119 0.258 190 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.0 0.0% 0 -0.1 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
☆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
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -1.6 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 +0.0 pp -0.1 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
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 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 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -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% 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status