Signals

← Signals

☆BRKB

258 in-universe funds with a nonzero position in BRKB within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#14
Score / z1.039 / 7.00
Consensus86.08 over 179 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

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 ▾
☆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 14,801.1 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 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 4,897.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 3,285.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 2,542.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,073.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,807.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1,623.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1,097.2 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆TETRAD CORP CIK 0000883597 0.965 3 1,024.2 91.3% 2 +1.8 pp +91.3 pp +91.3 pp +91.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 624.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 498.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 493.2 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 380.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 348.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 341.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SWF LLC CIK 0002065728 0.943 14 311.1 87.0% 2 -1.5 pp +87.0 pp +87.0 pp +87.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 291.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 268.1 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 230.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 175.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 122.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 121.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 119.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 117.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 116.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 112.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 108.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 102.5 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Pangea Capital Gestao de Recursos Ltda. CIK 2119167 0.841 10 91.6 76.3% 2 -2.5 pp +76.3 pp +76.3 pp +76.3 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 86.6 14.9% 2 +1.5 pp +14.9 pp +14.9 pp +14.9 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 80.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 61.4 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 60.5 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 55.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 49.9 4.9% 2 +0.8 pp +4.9 pp +4.9 pp +4.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 49.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 41.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 40.7 17.0% 2 -0.1 pp +17.0 pp +17.0 pp +17.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 40.5 5.7% 2 +0.4 pp +5.7 pp +5.7 pp +5.7 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 33.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 31.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 29.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 28.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 27.5 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 27.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CIM, LLC CIK 0001364725 0.348 169 24.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 24.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 24.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 23.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 22.8 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 22.7 9.5% 2 +2.2 pp +9.5 pp +9.5 pp +9.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 22.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 22.4 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 19.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 17.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 17.3 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 17.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 16.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 15.6 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 14.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 13.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 13.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 13.0 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 11.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 11.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 11.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 10.1 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 9.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 9.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 9.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 9.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 9.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ANB BANK CIK 0002067126 0.446 127 7.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 7.7 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 7.6 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆CLG LLC CIK 0002059872 0.428 156 7.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 7.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 7.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 6.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 6.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 6.6 0.5% 2 -0.6 pp +0.5 pp +0.5 pp +0.5 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 6.6 3.2% 2 +0.6 pp +3.2 pp +3.2 pp +3.2 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 6.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 6.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 6.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 6.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 5.8 4.5% 2 +0.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 5.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 4.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 4.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Finivi Inc. CIK 0002101641 0.183 111 4.3 3.5% 2 +0.6 pp +3.5 pp +3.5 pp +3.5 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.2 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 4.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 4.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 3.9 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.430 75 3.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 3.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 3.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 3.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 3.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 3.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 3.3 3.4% 2 +0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 3.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 3.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SFM, LLC CIK 0002064225 0.427 69 3.0 2.2% 2 +0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 3.0 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 2.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆SL ADVISORS, LLC CIK 0001680365 0.505 32 2.6 4.5% 2 +0.8 pp +4.5 pp +4.5 pp +4.5 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Farmers National Bank CIK 0001632966 0.440 180 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 2.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.3 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 2.3 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 2.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 2.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 1.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 1.9 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 1.8 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 1.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 1.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 1.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.1 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 1.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HughesLittle Investment Management Ltd. CIK 0002106035 0.914 13 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -5.2 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 BRKB). Qtrs Held counts distinct quarters this fund has actually held BRKB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BRKB position size. Δ columns are the percentage-point change in BRKB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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