Signals

← Signals

☆BLV

349 in-universe funds with a nonzero position in BLV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#743
Score / z0.173 / 0.20
Consensus110.36 over 216 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+485% / 1.0d ⚡

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 4825 699.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 255.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 167.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 156.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 139.7 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 93.6 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 75.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 64.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 63.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 61.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 58.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 51.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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 51.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INCOME RESEARCH & MANAGEMENT CIK 0001165830 0.184 30 50.1 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 49.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 43.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 42.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 42.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆METROPOLITAN LIFE INSURANCE CO/NY CIK 0000728618 0.912 11 41.7 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 34.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 30.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 29.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 24.6 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 24.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 19.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 17.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.9 0.0% 2 -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 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 12.9 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 11.0 8.8% 2 +0.7 pp +8.8 pp +8.8 pp +8.8 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 9.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 9.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Platt Investment Counsel, LLC CIK 0001859195 0.852 14 9.2 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 9.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 9.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 8.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 8.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 8.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 7.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 7.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 7.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 6.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 6.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 6.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 6.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 5.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 5.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 4.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 4.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 4.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 4.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 4.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 4.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 3.9 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 2.6 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 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.9 0.5% 3 -0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HT Partners LLC CIK 0001552999 0.865 53 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +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
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 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
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 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
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 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
☆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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 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
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -2.1 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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