Signals

BMI

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

Flow ranking

Rank#2875
Score / z0.000 / -0.02
Consensus180.84 over 302 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

Negative / total0 / 1
FiledFormItems
2026-07-22 8-K 2.02, 9.01
2026-06-11 8-K 1.01, 1.02, 2.03, 9.01
2026-05-21 8-K 7.01, 9.01
2026-04-28 8-K 5.03, 5.07, 8.01, 9.01
2026-04-17 8-K 2.02, 9.01
2026-01-28 8-K 2.02
2025-12-11 8-K 5.02, 9.01
2025-10-21 8-K 2.02, 9.01
2025-07-22 8-K 2.02, 9.01
2025-04-29 8-K 5.07, 8.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 754.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 232.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 143.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 130.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 118.5 0.0% 4 -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 101.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 85.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 82.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 80.8 0.7% 4 -0.0 pp +0.2 pp +0.3 pp +0.7 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 77.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 70.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 70.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 60.1 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 52.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 50.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 48.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 47.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 44.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 41.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 40.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 39.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 33.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 31.4 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 31.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 31.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 30.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 30.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 28.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 27.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 27.3 1.0% 4 -0.1 pp -0.2 pp -0.8 pp +1.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 24.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 23.7 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.597 271 23.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fundsmith LLP CIK 0001569205 0.605 41 21.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 21.5 0.5% 3 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 21.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 20.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FUNDSMITH INVESTMENT SERVICES LTD. CIK 0001868537 0.429 27 20.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 20.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 19.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 18.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 18.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
DUDLEY & SHANLEY, INC. CIK 0000883511 0.501 37 18.6 3.0% 2 +0.7 pp +3.0 pp +3.0 pp +3.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 17.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 16.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 16.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 16.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 15.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 15.6 0.1% 4 -0.0 pp +0.0 pp -0.6 pp +0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 15.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 14.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 14.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 14.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
EULAV Asset Management CIK 0001540826 0.373 152 13.9 0.4% 4 +0.0 pp +0.1 pp -0.0 pp +0.4 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 13.6 1.6% 4 -0.2 pp -0.3 pp -1.1 pp +1.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 13.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 12.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 12.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 11.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 0.121 54 11.0 1.6% 4 +0.1 pp +0.0 pp +0.4 pp +1.6 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 10.8 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triodos Investment Management BV CIK 0001748729 0.649 50 9.9 0.7% 4 -0.1 pp -0.1 pp -0.4 pp +0.7 pp
Man Group plc CIK 0001637460 0.631 2032 9.9 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 9.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 9.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 9.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 9.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 8.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 8.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.548 888 7.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 6.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 6.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 6.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridge City Capital, LLC CIK 0001713521 0.134 114 6.0 1.7% 4 +0.1 pp -0.0 pp +0.0 pp +1.7 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 6.0 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
MIROVA CIK 0001767843 0.367 185 6.0 0.2% 4 -1.0 pp -1.0 pp -1.4 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palisades Investment Partners, LLC CIK 0001427373 0.152 53 5.4 2.1% 4 -0.1 pp -0.3 pp -1.5 pp +2.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 5.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 5.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 4.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 4.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.3 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 4.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 4.2 0.0% 4 -0.0 pp -0.0 pp -0.1 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 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 3.8 1.2% 6 -0.0 pp +0.0 pp -0.4 pp -0.1 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 3.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 3.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.5 0.1% 2 +0.1 pp +0.1 pp -0.2 pp +0.1 pp
EFG International AG CIK 0002109868 0.615 1088 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vest Financial, LLC CIK 0001709632 0.555 420 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 3.2 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
Cardinal Capital Management CIK 0001434845 0.362 138 3.1 0.4% 4 -0.1 pp -0.1 pp -0.4 pp +0.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 2.6 0.5% 4 -0.1 pp -0.1 pp -0.4 pp +0.5 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Farrow Financial, Inc. CIK 0002010644 0.400 55 2.5 1.4% 4 -0.2 pp -0.3 pp -0.9 pp +1.4 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.3 0.0% 4 -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 2.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 2.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LRT Capital Management, LLC CIK 0001798923 0.000 64 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.572 239 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 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 -0.0 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 BMI). Qtrs Held counts distinct quarters this fund has actually held BMI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BMI position size. Δ columns are the percentage-point change in BMI'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