Signals

BLCV

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

Flow ranking

Rank#2833
Score / z0.000 / -0.02
Consensus11.38 over 22 funds
Momentumnot computed

Price & positioning

130 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
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 207.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
EQ LLC CIK 0001757605 0.412 87 27.4 6.7% 2 -2.1 pp +6.7 pp +6.7 pp +6.7 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 8.8 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 6.9 3.1% 2 -0.6 pp +3.1 pp +3.1 pp +3.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 4.4 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.3 0.0% 1 +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 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA FINANCIAL ADVISORS LLC CIK 0001790295 0.365 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 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
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 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 BLCV). Qtrs Held counts distinct quarters this fund has actually held BLCV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BLCV position size. Δ columns are the percentage-point change in BLCV'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