Signals

BP

1008 in-universe funds with a nonzero position in BP within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23013
Score / z-0.010 / -0.03
Consensus298.88 over 622 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
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,928.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 812.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 600.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 420.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 391.1 0.1% 1 +0.1 pp +0.1 pp +0.1 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 310.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 282.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 272.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 235.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 222.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 183.9 0.0% 2 -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 172.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 172.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 152.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 148.0 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 146.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 144.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 131.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 106.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 103.8 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 101.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 101.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 91.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 89.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 88.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 71.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 71.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 68.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 67.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 59.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 58.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 57.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 48.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 44.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 44.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 41.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 40.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 40.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 39.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 38.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 37.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 36.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Boston Partners CIK 0001386060 0.833 802 34.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAHN BROTHERS GROUP INC CIK 0001039565 0.884 48 33.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 31.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Huber Capital Management LLC CIK 0001511697 0.454 99 28.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 22.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 22.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 18.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 18.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 16.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 15.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 15.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 14.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 14.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 13.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 13.6 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 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 10.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Walleye Trading LLC CIK 0001388391 0.179 946 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bollard Group LLC CIK 0001556218 0.801 308 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 9.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 9.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 8.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 8.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Creative Planning CIK 0001540235 0.979 4196 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Curi Capital, LLC CIK 0001332905 0.547 888 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 7.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wallington Asset Management, LLC CIK 0001426754 0.539 61 7.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canal Insurance CO CIK 0001313473 0.374 76 6.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 6.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dupree Financial Group, LLC CIK 0001989251 0.159 81 5.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 5.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 4.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.1 0.0% 1 +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 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sagefield Capital LP CIK 0001771179 0.140 107 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Asset Management CIK 0001585047 0.434 168 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hayek Kallen Investment Management CIK 0001430681 0.504 97 3.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
tru Independence LLC CIK 0001785445 0.641 108 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -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
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 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
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 BP). Qtrs Held counts distinct quarters this fund has actually held BP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BP position size. Δ columns are the percentage-point change in BP'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