Signals

← Signals

☆BLCR

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

Flow ranking

Rank#2836
Score / z0.000 / -0.02
Consensus131.54 over 294 funds
Momentumnot computed

Price & positioning

225 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)
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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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,549.1 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 462.1 0.1% 1 +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 153.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 152.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 138.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 135.7 0.8% 4 +0.7 pp +0.7 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 107.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 80.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 73.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 60.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JB Capital LLC CIK 0001879371 0.629 280 51.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 40.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 35.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 20.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 20.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 19.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 19.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 19.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.4 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 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 17.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 12.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 12.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 11.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 8.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 8.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 8.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 8.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 7.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 7.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 6.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 6.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 6.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 6.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 6.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 6.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 5.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 4.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 4.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 4.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 3.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 3.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 2.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 2.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Town Capital LLC CIK 1871352 0.216 75 2.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 2.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 1.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedminster, LLC CIK 0002087564 0.451 51 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.6 0.0% 1 +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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 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% 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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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 BLCR). Qtrs Held counts distinct quarters this fund has actually held BLCR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BLCR position size. Δ columns are the percentage-point change in BLCR'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