Signals

← Signals

☆BLV

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

Flow ranking

Rank#22192
Score / z-0.004 / -0.02
Consensus138.92 over 271 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 938.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 210.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 180.7 5.2% 4 +0.0 pp +0.2 pp +0.2 pp +5.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 120.2 0.9% 4 -0.0 pp +0.2 pp +0.3 pp +0.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 106.4 0.0% 4 +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 105.2 0.0% 4 -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 85.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 76.6 0.0% 4 +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 69.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 69.4 0.1% 4 -0.0 pp -0.0 pp -0.0 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 55.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 48.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 47.3 2.7% 4 -0.7 pp -1.1 pp +0.5 pp +2.7 pp
☆METROPOLITAN LIFE INSURANCE CO/NY CIK 0000728618 0.912 11 41.2 12.6% 4 -0.1 pp +0.1 pp +0.1 pp +12.6 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 33.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 31.5 0.2% 4 -0.4 pp -0.4 pp -0.4 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 31.2 0.0% 4 -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 29.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 26.7 2.2% 4 +0.0 pp -1.3 pp -1.3 pp +2.2 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 23.4 4.4% 4 +0.5 pp +1.1 pp +2.9 pp +4.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 21.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 20.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 20.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 20.1 0.9% 4 -0.2 pp -0.0 pp -0.5 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 19.4 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 18.5 4.8% 4 +0.1 pp +0.0 pp +0.1 pp +4.8 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 17.9 1.7% 6 -0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 17.5 5.0% 4 +0.4 pp +0.4 pp -0.8 pp +5.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 15.1 4.8% 1 +4.8 pp +1.1 pp +1.2 pp +4.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 13.9 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 13.8 4.5% 4 +0.5 pp +1.8 pp +2.1 pp +4.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 12.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 12.5 8.3% 5 +0.1 pp +0.0 pp -0.5 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 11.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Platt Investment Counsel, LLC CIK 0001859195 0.852 14 11.1 8.6% 4 +1.5 pp +3.1 pp -0.2 pp +8.6 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 10.8 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
☆Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 10.6 5.5% 4 +0.2 pp +0.0 pp +0.5 pp +5.5 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 9.9 3.7% 4 +0.3 pp +0.4 pp +1.1 pp +3.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 9.5 2.2% 4 +0.1 pp +0.0 pp +0.1 pp +2.2 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 9.1 3.8% 4 -0.0 pp -0.3 pp -0.3 pp +3.8 pp
☆Addison Capital Co CIK 0001581465 0.465 184 8.6 1.5% 1 +1.5 pp +1.5 pp +1.4 pp +1.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 7.8 3.8% 4 -0.1 pp -0.2 pp -0.3 pp +3.8 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.6 0.3% 4 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 7.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 7.2 2.9% 4 +0.1 pp +0.1 pp -0.0 pp +2.9 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 6.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 6.7 2.1% 4 +0.1 pp +0.2 pp +0.1 pp +2.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.6 1.7% 4 +0.1 pp -0.0 pp -0.1 pp +1.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 6.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 6.1 1.1% 4 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 6.1 3.7% 4 +0.3 pp +0.3 pp +0.7 pp +3.7 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 6.1 2.2% 4 -0.3 pp +0.0 pp +0.5 pp +2.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 5.6 1.7% 4 +0.1 pp -0.0 pp +0.1 pp +1.7 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 5.5 1.2% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆DiPaolo Financial Group, Inc. CIK 0002111462 0.736 47 5.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 5.3 2.1% 4 +0.0 pp +0.1 pp -0.2 pp +2.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 4.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.8 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 4.8 2.4% 4 -0.1 pp +0.0 pp +0.1 pp +2.4 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.6 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 4.5 1.0% 4 +0.1 pp +0.0 pp +0.0 pp +1.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 4.4 1.6% 4 +0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 4.3 2.9% 4 -0.6 pp -1.9 pp +0.8 pp +2.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 4.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 4.0 2.6% 4 -0.3 pp -0.2 pp +0.3 pp +2.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Eddie Patel Inc CIK 0002078760 0.019 127 3.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 3.9 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 3.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 3.7 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 3.3 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 3.2 2.0% 3 -0.3 pp +1.7 pp +2.0 pp +2.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 3.2 1.7% 4 -0.1 pp -0.0 pp +0.4 pp +1.7 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.0 0.7% 4 +0.1 pp -0.0 pp -0.2 pp +0.7 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.8 1.9% 4 -1.2 pp -1.3 pp +1.2 pp +1.9 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 2.6 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.5 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 2.5 1.5% 4 +0.0 pp +0.0 pp -0.1 pp +1.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 2.5 1.6% 4 +0.1 pp -0.0 pp -0.1 pp +1.6 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 2.5 1.6% 4 -0.0 pp -0.1 pp -0.1 pp +1.6 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 2.5 1.8% 5 -0.1 pp -0.9 pp -1.8 pp -1.8 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 2.2 1.0% 2 +0.6 pp +1.0 pp +0.7 pp +1.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 4 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 1.9 0.6% 4 -0.4 pp +0.0 pp +0.1 pp +0.6 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 1.8 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.6 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.6 0.4% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆HT Partners LLC CIK 0001552999 0.865 53 1.6 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.5 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 1.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp -0.3 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TrueWealth Financial Partners CIK 0001908108 0.649 28 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 +0.0 pp -3.6 pp -2.1 pp +0.0 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 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 BLV). Qtrs Held counts distinct quarters this fund has actually held BLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BLV position size. Δ columns are the percentage-point change in BLV'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