Signals

← Signals

☆BKLN

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

Flow ranking

Rank#23227
Score / z-2.143 / -1.97
Consensus151.22 over 291 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-41% / 2.1d

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 351.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 343.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 321.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 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 267.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 213.6 2.8% 4 -0.9 pp -0.2 pp -0.2 pp +2.8 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 202.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 177.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 172.7 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 170.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 110.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 109.9 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 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 95.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 94.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 89.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 84.7 1.5% 4 +1.1 pp +1.1 pp +1.1 pp +1.5 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 77.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 76.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bain Capital Credit, LP CIK 0001317947 0.847 6 74.7 24.6% 4 -14.5 pp -11.1 pp -2.4 pp +24.6 pp
☆Symetra Investment Management Co CIK 0001811513 0.879 6 73.4 6.4% 3 +4.4 pp +3.9 pp +6.4 pp +6.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 72.9 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 69.7 0.0% 4 +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 65.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 64.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 59.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 56.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 50.7 3.5% 4 +0.1 pp -0.0 pp -0.2 pp +3.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 50.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 41.6 3.0% 4 -1.2 pp -3.9 pp -4.2 pp +3.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 40.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 40.2 4.8% 4 -1.8 pp +0.9 pp -3.8 pp +4.8 pp
☆Angel Oak Capital Advisors, LLC CIK 0001613158 0.498 30 39.3 43.7% 1 +43.7 pp +43.7 pp +43.7 pp +43.7 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 38.2 0.9% 4 -0.9 pp -1.0 pp -2.2 pp +0.9 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 36.8 29.9% 4 +3.6 pp +1.1 pp +8.7 pp +29.9 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 35.6 20.4% 4 -2.0 pp -5.2 pp -4.0 pp +20.4 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 35.4 0.2% 4 -0.2 pp -0.2 pp +0.0 pp +0.2 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 34.1 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 32.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 31.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 29.2 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 27.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 25.0 2.0% 1 +2.0 pp +2.0 pp -0.3 pp +2.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 24.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 24.1 10.8% 4 -0.2 pp -0.4 pp -0.2 pp +10.8 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 23.9 1.7% 4 -0.1 pp +0.4 pp +0.2 pp +1.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 23.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 22.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 21.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 18.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 18.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 18.0 0.7% 4 -0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 17.6 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 17.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 17.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 16.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 16.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 15.6 3.9% 4 -6.0 pp -6.2 pp -6.8 pp +3.9 pp
☆Endurance Services Ltd CIK 0002011025 0.942 8 15.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 13.8 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 13.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 13.2 18.7% 4 -0.1 pp +0.8 pp -1.3 pp +18.7 pp
☆Amundi CIK 0001330387 0.000 1 13.1 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 13.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 12.5 1.7% 4 -0.2 pp -0.3 pp -0.1 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 12.4 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 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 12.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.8 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 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIM, LLC CIK 0001364725 0.348 169 11.3 1.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 10.7 4.0% 2 -0.9 pp +4.0 pp +4.0 pp +4.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 10.7 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 10.4 0.6% 4 +0.0 pp +0.2 pp +0.1 pp +0.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 10.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 9.9 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 9.8 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 9.3 1.4% 1 +1.4 pp +1.3 pp +1.3 pp +1.4 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 9.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 8.8 1.5% 4 +1.0 pp +1.0 pp +0.8 pp +1.5 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 8.6 1.9% 4 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 8.5 1.4% 4 -0.2 pp +0.2 pp +0.2 pp +1.4 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Permanens Capital L.P. CIK 0001599637 0.387 100 7.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAM Advisors, LLC CIK 0001600944 0.830 49 6.5 2.0% 4 -0.0 pp +0.0 pp -0.1 pp +2.0 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 6.4 2.0% 4 +0.3 pp +0.6 pp +0.9 pp +2.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 6.4 0.7% 2 -0.4 pp +0.7 pp -0.5 pp +0.7 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 6.3 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.2 0.4% 4 -0.0 pp -0.0 pp +0.3 pp +0.4 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 6.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 5.6 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 5.1 0.3% 4 -0.3 pp -0.4 pp -0.4 pp +0.3 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 4.8 2.4% 4 +0.0 pp +0.1 pp +0.0 pp +2.4 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 4.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 4.5 1.3% 4 -0.0 pp +0.1 pp -0.0 pp +1.3 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 0.556 138 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 3.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.6 0.6% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.6 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 3.5 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 3.4 1.7% 4 -0.3 pp -0.4 pp -0.4 pp +1.7 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 3.4 2.0% 4 -0.3 pp -0.3 pp -0.2 pp +2.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 3.4 0.5% 4 +0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 3.3 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 3.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 3.2 1.9% 4 -0.1 pp -0.2 pp -0.3 pp +1.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 3.1 1.9% 4 +0.1 pp +0.1 pp +1.1 pp +1.9 pp
☆Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 3.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 3.1 1.9% 4 -0.3 pp -2.1 pp -1.9 pp +1.9 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.0 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 2.9 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
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☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 -0.2 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 -1.4 pp -1.5 pp -1.5 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 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
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.0 0.0% 0 -0.3 pp -0.3 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
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -2.9 pp -3.0 pp -3.3 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 0.0 0.0% 0 -0.1 pp -0.3 pp -0.4 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 -3.7 pp -5.3 pp -3.4 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 -1.2 pp -1.1 pp +0.0 pp +0.0 pp
☆Ninety One North America, Inc. CIK 0001633343 0.550 106 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
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Forge First Asset Management Inc. CIK 0001963062 0.000 0 0.0 0.0% 0 +0.0 pp -9.0 pp -7.3 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
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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
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 (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