Signals

BKUI

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

Flow ranking

Rank#1395
Score / z0.018 / 0.00
Consensus20.46 over 31 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
RPOA Advisors, Inc. CIK 0001963326 0.931 7 314.9 9.0% 5 -4.8 pp +8.2 pp +8.2 pp +8.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 81.0 8.5% 5 -2.4 pp -3.5 pp -3.7 pp -5.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 22.1 0.0% 1 +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 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 7.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 3.0 0.2% 5 -0.1 pp -1.0 pp -1.2 pp -1.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Financial Group LLC CIK 0002063915 0.576 124 2.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.2 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 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
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
Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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
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 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 BKUI). Qtrs Held counts distinct quarters this fund has actually held BKUI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BKUI position size. Δ columns are the percentage-point change in BKUI'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