Signals

← Signals

☆BLCR

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

Flow ranking

Rank#2832
Score / z0.000 / -0.02
Consensus168.86 over 384 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 2,055.6 0.5% 3 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 751.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 426.3 0.0% 5 +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 231.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 173.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 172.6 0.8% 5 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 133.2 0.1% 2 +0.0 pp +0.1 pp +0.1 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 124.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 101.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 74.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JB Capital LLC CIK 0001879371 0.629 280 69.5 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 59.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 47.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 43.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 41.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 40.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 28.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 26.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 24.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 24.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 23.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 23.8 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 20.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 20.2 2.4% 2 +0.9 pp +2.4 pp +2.4 pp +2.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 15.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 15.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 14.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 14.9 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 14.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 13.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 13.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 13.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 13.2 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 12.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 11.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 11.4 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 11.2 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 10.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 10.6 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 10.2 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 9.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 9.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 9.4 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 8.9 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 8.3 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 8.2 3.0% 2 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 8.2 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 8.2 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆TSFG, LLC CIK 0001800513 0.413 891 8.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 8.0 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 8.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 7.5 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 7.3 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 6.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Invst, LLC CIK 0001867587 0.314 343 6.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 6.4 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 5.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 5.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.5 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 5.4 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.1 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 5.1 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 5.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 4.9 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 4.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 4.7 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 4.7 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 4.4 1.3% 2 +0.8 pp +1.3 pp +1.3 pp +1.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 4.3 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 4.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 4.2 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 4.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Town Capital LLC CIK 1871352 0.216 75 4.1 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 4.0 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 3.9 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 3.8 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 3.7 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 3.5 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 3.5 2.4% 2 +0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 3.5 2.9% 2 +0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 3.3 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 3.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 3.2 2.1% 2 +1.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 3.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 3.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RESOLUTE WEALTH ADVISOR, INC. CIK 0002005292 0.573 78 3.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆EQ LLC CIK 0001757605 0.412 87 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 2.7 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 2.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 2.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 2.4 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 2.3 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Balefire, LLC CIK 0001750924 0.097 475 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 2.3 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Intentional Wealth Strategies, LLC CIK 0002119881 0.154 68 2.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 2.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 2.0 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 2.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Bedminster, LLC CIK 0002087564 0.451 51 1.9 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.8 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 1.8 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
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☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 1.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 1.7 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 1.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Hoese & Co LLP CIK 0001840268 0.583 183 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 1.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 1.4 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 1.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
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☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.3 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 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WNY Asset Management, LLC CIK 0001803296 0.575 260 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆5T Wealth, LLC CIK 0002039313 0.300 134 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 1.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EFG International AG CIK 0002109868 0.615 1088 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Vantus Wealth LLC CIK 0002109783 0.080 236 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.8 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 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.7 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 0.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Key Capital Management, INC CIK 0002107249 0.369 726 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.3 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLP Wealth Management, LLC CIK 0002052024 0.103 65 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisor Network LLC CIK 0002131047 0.324 183 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.4 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
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 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 (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