Signals

BMAR

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

Flow ranking

Rank#2866
Score / z0.000 / -0.02
Consensus34.95 over 69 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
Brookstone Capital Management CIK 0001599584 0.472 1305 48.8 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.2 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 10.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 8.0 5.0% 5 -0.1 pp -0.1 pp -0.4 pp -0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 4.0 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.2 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 2.2 0.9% 2 -0.2 pp +0.9 pp +0.9 pp -0.2 pp
Lantz Financial LLC CIK 0001766883 0.334 259 2.0 0.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Chris Bulman Inc CIK 0002032404 0.343 165 1.8 0.7% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 1.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 1.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 1.0 0.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.6 0.3% 5 -0.0 pp +0.1 pp -0.3 pp -0.3 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WPWealth LLP CIK 0001950118 0.866 103 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -5.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 2 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 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
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
Castellan Group CIK 0001832521 0.901 39 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 BMAR). Qtrs Held counts distinct quarters this fund has actually held BMAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BMAR position size. Δ columns are the percentage-point change in BMAR'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