Signals

← Signals

☆BSCQ

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

Flow ranking

Rank#22901
Score / z-0.001 / -0.02
Consensus115.87 over 231 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)
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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 ▾
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1,210.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 156.1 0.0% 1 +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 144.1 0.0% 1 +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 140.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 129.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 97.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 84.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 58.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 52.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 49.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 37.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 35.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 33.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 30.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 26.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 25.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 25.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 23.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 21.8 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 19.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 19.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 19.1 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 14.7 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 14.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 13.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 12.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 12.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 11.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 11.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 11.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 10.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 10.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 9.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 9.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 8.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 8.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 8.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 8.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 8.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 7.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 7.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 6.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 5.9 3.7% 3 -0.1 pp -0.0 pp +3.7 pp +3.7 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 5.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆River Street Advisors LLC CIK 0001964897 0.314 177 5.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 5.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 5.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 5.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 4.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 4.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 4.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 4.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 4.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 3.8 3.4% 3 +0.2 pp +0.6 pp +3.4 pp +3.4 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 3.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.4 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 3.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 2.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.5 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 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHE, LLC CIK 0001910179 0.736 57 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Seek First Inc. CIK 0002060504 0.522 67 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.2 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 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 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
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 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
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 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
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 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
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 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 BSCQ). Qtrs Held counts distinct quarters this fund has actually held BSCQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSCQ position size. Δ columns are the percentage-point change in BSCQ'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