Signals

BKLN

692 in-universe funds with a nonzero position in BKLN within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#374
Score / z0.565 / 0.66
Consensus169.55 over 309 funds
Momentum-0.27 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-0%
Short interest+1% / 3.3d

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 345.2 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 288.6 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 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 286.3 0.0% 7 -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 233.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 217.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 208.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS CIK 872786 0.647 329 192.2 5.2% 5 +5.2 pp +4.8 pp +3.7 pp +3.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 189.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 186.5 2.4% 5 -0.4 pp -1.3 pp -0.6 pp -0.6 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 148.4 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 140.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 122.9 0.0% 5 -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 118.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 103.0 0.2% 5 -0.2 pp -0.0 pp +0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 89.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 86.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symetra Investment Management Co CIK 0001811513 0.879 6 85.7 7.5% 4 +1.1 pp +5.5 pp +5.0 pp +7.5 pp
Bain Capital Credit, LP CIK 0001317947 0.847 6 80.9 22.0% 5 -2.6 pp -17.2 pp -13.7 pp -5.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 75.7 0.2% 5 -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 70.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 66.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 63.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 62.9 1.0% 5 +0.1 pp -0.8 pp -0.9 pp -2.0 pp
SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 57.2 7.9% 5 +3.1 pp +1.3 pp +4.0 pp -0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 56.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 55.1 26.2% 5 -3.7 pp -0.2 pp -2.7 pp +5.0 pp
Hikari Tsushin, Inc. CIK 0001423673 0.938 76 50.6 3.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 44.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
DSC Meridian Capital LP CIK 0001970572 0.273 15 43.4 10.2% 1 +10.2 pp -1.0 pp -9.3 pp -2.8 pp
Man Group plc CIK 0001637460 0.631 2032 38.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Angel Oak Capital Advisors, LLC CIK 0001613158 0.498 30 36.4 45.9% 2 +2.2 pp +45.9 pp +45.9 pp +45.9 pp
CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 35.5 20.3% 5 -0.1 pp -2.1 pp -5.2 pp -4.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 35.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 35.0 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 34.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 33.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 33.4 2.6% 2 +1.2 pp +2.6 pp +2.6 pp +2.6 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 32.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 30.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 25.8 10.9% 5 +0.1 pp -0.1 pp -0.3 pp -0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 25.0 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 25.0 2.2% 2 +0.2 pp +2.2 pp +2.2 pp -0.1 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 24.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 22.7 1.4% 5 -0.3 pp -0.4 pp +0.1 pp -0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 22.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 21.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 21.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +0.9 pp
1607 Capital Partners, LLC CIK 0001436866 0.484 142 19.2 1.7% 5 -1.3 pp -2.5 pp -5.2 pp -5.5 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 18.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 18.5 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 18.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 18.2 1.3% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 17.8 0.3% 5 -1.2 pp -0.1 pp -0.1 pp -0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 17.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 17.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wellington Grp LLC CIK 0002134013 0.401 144 16.7 5.1% 2 +0.0 pp +5.1 pp +5.1 pp +5.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 16.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 15.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 15.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Endurance Services Ltd CIK 0002011025 0.942 8 15.1 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 14.6 0.3% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 14.3 3.0% 5 -0.9 pp -7.0 pp -7.2 pp -7.7 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 13.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 13.2 19.6% 5 +0.9 pp +0.8 pp +1.7 pp -0.4 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 11.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 11.6 0.1% 5 -0.1 pp -0.3 pp -0.3 pp -0.1 pp
CIM, LLC CIK 0001364725 0.348 169 11.3 1.5% 6 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 11.0 1.4% 5 -0.4 pp -0.6 pp -0.7 pp -0.5 pp
FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 10.9 1.2% 3 +0.4 pp +0.0 pp +1.2 pp -0.0 pp
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 10.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 9.9 0.5% 5 -0.1 pp -0.0 pp +0.2 pp -0.0 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 9.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 9.8 1.9% 5 -0.0 pp -0.0 pp +1.8 pp +1.9 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 9.8 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 9.6 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 9.2 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 9.1 1.5% 5 +0.1 pp -0.0 pp +0.4 pp +0.3 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 9.0 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 8.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 8.7 1.3% 5 -0.2 pp +0.8 pp +0.8 pp +0.6 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 8.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 7.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SAM Advisors, LLC CIK 0001600944 0.830 49 6.7 1.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 6.5 1.8% 5 -0.2 pp +0.1 pp +0.4 pp +0.7 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 6.2 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 6.1 0.0% 5 +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 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 5.8 0.6% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 5.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 5.0 2.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 4.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.9 0.3% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 4.9 1.3% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.4 0.1% 5 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 4.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Auour Investments LLC CIK 0001789310 0.580 95 4.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 3.9 0.7% 5 +0.6 pp +0.6 pp +0.1 pp -0.1 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 3.8 1.7% 5 -0.2 pp -0.6 pp -0.6 pp -0.4 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 3.5 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 3.5 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 3.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 3.4 1.5% 5 -0.2 pp -0.5 pp -0.5 pp -0.6 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 3.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mount Lucas Management LP CIK 0001185072 0.092 166 3.3 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Winthrop Partners - WNY, LLC CIK 0001734109 0.300 87 3.2 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
TI-TRUST, INC CIK 0001802284 0.225 132 3.2 1.7% 5 -0.2 pp -0.3 pp -0.3 pp -0.5 pp
Mittelman Wealth Management CIK 0002021464 0.533 53 3.1 2.1% 5 +0.1 pp +0.3 pp +0.2 pp +1.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Old Port Advisors CIK 0001744348 0.222 266 3.1 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 3.1 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 3.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 3.0 1.1% 5 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 3.0 1.6% 5 -0.3 pp -0.6 pp -2.4 pp -2.2 pp
National Philanthropic Trust CIK 0001785342 0.575 409 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 2.9 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 2.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 2.7 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 2.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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TT Capital Management LLC CIK 0002056338 0.378 77 2.5 1.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.5 pp
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Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.5 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.5 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 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
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 +0.0 pp -0.6 pp -0.9 pp -2.6 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -2.9 pp -3.0 pp -3.3 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
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp -0.7 pp -0.4 pp -0.3 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.0 0.0% 0 +0.0 pp -0.0 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
NYL Investors LLC CIK 0001606720 0.732 29 0.0 0.0% 0 -4.0 pp -5.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 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 +0.0 pp +0.0 pp -0.1 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 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 +0.0 pp +0.0 pp -0.1 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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