Signals

BLES

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

Flow ranking

Rank#2837
Score / z0.000 / -0.02
Consensus26.92 over 48 funds
Momentumnot computed

Price & positioning

226 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
LPL Financial LLC CIK 0001403438 0.957 5996 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.0 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 4.5 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 3.5 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 2.7 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
CARLSON FINANCIAL, INC. CIK 2134889 0.230 195 2.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Range Financial Group LLC CIK 0001928635 0.113 206 1.8 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Keel Point, LLC CIK 0001386935 0.645 514 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strategic Equity Management CIK 0001843578 0.305 65 1.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 1.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 1.1 0.4% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.0 0.0% 2 -0.3 pp +0.0 pp -0.6 pp -0.3 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICUS CAPITAL CIK 0001544806 0.660 268 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SageOak Financial, LLC CIK 0002055829 0.796 36 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +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 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 -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
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 5 -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
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +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% 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 BLES). Qtrs Held counts distinct quarters this fund has actually held BLES (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BLES position size. Δ columns are the percentage-point change in BLES'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