Signals

← Signals

☆BSCQ

443 in-universe funds with a nonzero position in BSCQ within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1537
Score / z0.003 / -0.01
Consensus143.46 over 266 funds
Momentumnot computed

Price & positioning

225 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 1,126.4 4.4% 3 +0.2 pp -1.9 pp +4.4 pp +4.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 149.6 0.0% 3 -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 144.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 139.4 0.0% 3 -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 138.5 0.0% 3 -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 104.6 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 90.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 68.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 55.3 3.2% 3 -0.0 pp -0.1 pp +3.2 pp +3.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 53.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 51.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 42.8 3.2% 3 +0.6 pp +0.3 pp +3.2 pp +3.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 35.3 3.0% 3 +0.0 pp -0.2 pp +3.0 pp +3.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 32.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 30.9 5.7% 3 +0.1 pp -0.1 pp +5.7 pp +5.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 29.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 27.7 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 26.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 26.1 2.1% 4 -0.0 pp +0.0 pp +0.1 pp +2.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 24.5 6.1% 3 +3.8 pp +3.9 pp +6.1 pp +6.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 23.3 1.6% 3 -0.3 pp -0.4 pp +1.6 pp +1.6 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 21.5 2.2% 3 -0.3 pp -0.3 pp +2.2 pp +2.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 21.4 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 20.7 6.1% 3 -0.6 pp -0.9 pp +6.1 pp +6.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 20.0 3.8% 3 +0.3 pp -0.0 pp +3.8 pp +3.8 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 18.0 1.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 16.2 3.4% 3 +0.3 pp +0.7 pp +3.4 pp +3.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 14.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 14.7 7.6% 2 +4.9 pp +7.6 pp +7.6 pp +7.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 13.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 13.7 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 12.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 11.9 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 11.6 2.3% 3 -0.1 pp -0.3 pp +2.3 pp +2.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 10.9 3.5% 3 +0.2 pp -0.1 pp +3.5 pp +3.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 10.3 4.1% 3 -0.9 pp -1.6 pp +4.1 pp +4.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 9.6 2.6% 3 -0.0 pp -0.3 pp +2.6 pp +2.6 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 9.0 1.6% 3 +0.3 pp +0.6 pp +1.6 pp +1.6 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 8.9 1.9% 3 +0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 8.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 8.8 1.5% 3 -0.2 pp -0.5 pp +1.5 pp +1.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.2 3.9% 3 +0.2 pp +0.1 pp +3.9 pp +3.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 7.9 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 7.5 2.1% 3 +1.6 pp +1.6 pp +2.1 pp +2.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.1 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 6.8 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 6.8 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆J. Team Financial, Inc. CIK 0002107629 0.119 102 6.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 6.3 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 6.2 3.6% 5 +0.3 pp -0.1 pp -0.2 pp -0.2 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 6.2 3.5% 3 +0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆River Street Advisors LLC CIK 0001964897 0.315 177 5.9 2.2% 3 +0.0 pp -0.3 pp +2.2 pp +2.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 5.8 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 5.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.5 2.4% 3 +0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 5.5 0.4% 3 -0.4 pp -0.5 pp +0.4 pp +0.4 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 5.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 5.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 5.1 3.9% 5 +0.3 pp +0.4 pp +0.7 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 5.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 5.1 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 5.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.9 0.4% 1 +0.4 pp +0.1 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 4.6 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 4.3 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 4.1 1.4% 4 +0.2 pp +0.3 pp +0.2 pp +1.4 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 4.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 4.1 2.7% 3 +0.1 pp -0.0 pp +2.7 pp +2.7 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 3.9 1.2% 3 -0.1 pp -0.4 pp +1.2 pp +1.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 3.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 3.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 3.6 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.6 3.3% 4 -0.0 pp -0.2 pp -0.4 pp +3.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 3.5 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 3.4 1.4% 3 -0.5 pp -0.0 pp +1.4 pp +1.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.4 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 3.0 1.7% 3 +0.3 pp +0.3 pp +1.7 pp +1.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 3.0 1.3% 2 -2.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 3.0 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.8 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.7 0.1% 3 -0.4 pp -0.3 pp +0.1 pp +0.1 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 2.7 1.6% 3 -0.1 pp -0.4 pp +1.6 pp +1.6 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 2.7 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 2.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.6 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 2.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 2.3 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 2.3 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 2.3 0.9% 3 +0.6 pp +0.7 pp +0.9 pp +0.9 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 2.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 2.0 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 2.0 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 1.9 0.4% 3 -0.3 pp -0.9 pp +0.4 pp +0.4 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.9 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 1.9 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 1.7 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.2 0.4% 3 -1.0 pp -1.0 pp +0.4 pp +0.4 pp
☆GHE, LLC CIK 0001910179 0.736 57 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.2 0.0% 2 -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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 0.2 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.2 0.1% 2 -1.6 pp +0.1 pp +0.1 pp +0.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.1 0.0% 2 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 5 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -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% 3 +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% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 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
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.0 0.0% 0 -0.1 pp -0.1 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
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -4.1 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 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
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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