Signals

← Signals

☆BSCQ

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

Flow ranking

Rank#1569
Score / z0.011 / -0.01
Consensus130.85 over 241 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 1,046.3 4.1% 4 -0.3 pp -0.1 pp -2.2 pp +4.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 153.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 135.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 116.4 0.0% 6 -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 80.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 72.1 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 69.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 57.1 2.8% 4 -0.5 pp -0.5 pp -0.6 pp +2.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 51.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 47.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 45.4 3.4% 4 +0.1 pp +0.7 pp +0.4 pp +3.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 41.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 33.3 6.0% 4 +0.3 pp +0.4 pp +0.2 pp +6.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 29.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 29.3 2.5% 4 -0.5 pp -0.5 pp -0.7 pp +2.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 28.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 26.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 26.5 1.9% 4 +0.0 pp +0.1 pp +0.0 pp +1.9 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 26.5 2.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 25.7 6.6% 4 +0.5 pp +4.3 pp +4.4 pp +6.6 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 20.8 6.0% 4 -0.1 pp -0.7 pp -1.0 pp +6.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 20.5 1.9% 6 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 20.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 20.0 3.6% 4 -0.2 pp +0.1 pp -0.2 pp +3.6 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 20.0 1.4% 4 -0.2 pp -0.5 pp -0.6 pp +1.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 15.1 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 14.8 7.6% 3 +0.0 pp +4.9 pp +7.6 pp +7.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 13.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆St. Louis Financial Planners Asset Management, LLC CIK 0001966171 0.019 30 13.7 7.7% 2 +0.4 pp +7.7 pp +7.7 pp +7.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 12.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 12.1 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 12.0 4.0% 4 +0.5 pp +0.6 pp +0.3 pp +4.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 10.4 2.1% 4 -0.0 pp -0.4 pp -0.4 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 9.4 2.5% 4 -0.1 pp -0.1 pp -0.4 pp +2.5 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 9.3 1.9% 4 +0.0 pp +0.0 pp -0.1 pp +1.9 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.2 0.8% 4 +0.1 pp +0.0 pp -0.0 pp +0.8 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 8.7 2.4% 4 +0.3 pp +1.9 pp +1.9 pp +2.4 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.4 3.9% 4 -0.1 pp +0.1 pp +0.0 pp +3.9 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 8.3 3.4% 4 -0.7 pp -1.6 pp -2.3 pp +3.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.2 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.5 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 7.5 2.1% 4 -0.1 pp +0.0 pp -0.0 pp +2.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 7.3 0.2% 4 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 7.1 1.2% 4 -0.3 pp -0.4 pp -0.8 pp +1.2 pp
☆WLTH Capital Management, LLC CIK 0002112635 0.480 29 7.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆J. Team Financial, Inc. CIK 0002107629 0.119 102 7.1 7.9% 2 +1.2 pp +7.9 pp +7.9 pp +7.9 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 7.0 1.6% 2 -1.8 pp +1.6 pp +1.6 pp +1.6 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.9 1.5% 4 -2.0 pp -1.6 pp -1.2 pp +1.5 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 6.9 3.8% 4 +0.3 pp +0.4 pp +0.3 pp +3.8 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 6.8 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 6.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 6.5 3.6% 6 +0.1 pp +0.4 pp -0.1 pp -0.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 6.4 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 6.2 1.9% 5 +0.6 pp +0.8 pp +0.9 pp +0.8 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 6.0 0.9% 4 -0.2 pp -0.1 pp -0.2 pp +0.9 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 6.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 5.9 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 5.7 4.7% 6 +0.8 pp +1.1 pp +1.2 pp +1.5 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.7 2.4% 4 -0.0 pp +0.1 pp -0.1 pp +2.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 5.5 1.2% 4 +0.7 pp +0.7 pp +0.6 pp +1.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 5.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 5.4 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 5.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 4.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Ark Wealth Advisors LLC CIK 0002110109 0.107 87 4.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 4.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.6 0.3% 2 -0.0 pp +0.3 pp +0.1 pp +0.3 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 4.6 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 4.6 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 4.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 4.2 2.8% 4 +0.1 pp +0.2 pp +0.1 pp +2.8 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.9 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.9 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 3.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 3.9 1.1% 4 -0.1 pp -0.1 pp -0.4 pp +1.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 3.8 0.5% 4 -0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 3.8 1.5% 4 +0.0 pp -0.4 pp +0.0 pp +1.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.5 3.2% 5 -0.0 pp -0.0 pp -0.3 pp -0.5 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 3.5 0.6% 4 +0.1 pp +0.3 pp +0.2 pp +0.6 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 3.5 0.6% 4 -0.0 pp -0.0 pp -0.2 pp +0.6 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 3.3 2.0% 4 +0.3 pp +0.6 pp +0.6 pp +2.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 3.1 0.8% 4 +0.1 pp +0.3 pp +0.4 pp +0.8 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.1 0.7% 4 -0.1 pp -0.2 pp -0.3 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.9 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.8 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbeam Capital Management, LLC CIK 0002057278 0.367 124 2.7 1.5% 4 -0.1 pp -0.1 pp -0.5 pp +1.5 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 2.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.6 0.1% 4 -0.0 pp -0.4 pp -0.3 pp +0.1 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 2.6 1.1% 4 +0.2 pp +0.8 pp +1.0 pp +1.1 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 2.4 1.0% 3 -0.3 pp -2.5 pp +1.0 pp +1.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 2.3 1.7% 4 -0.0 pp -0.1 pp -0.1 pp +1.7 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 2.2 1.7% 4 +0.0 pp +0.0 pp +0.0 pp +1.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 2.0 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 2.0 1.3% 4 +0.0 pp +0.1 pp +0.0 pp +1.3 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 2.0 1.3% 4 -0.0 pp +0.1 pp -0.0 pp +1.3 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.9 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 1.9 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 1.9 0.6% 4 -0.2 pp -0.5 pp -0.6 pp +0.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 1.8 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 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 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 -0.1 pp -1.7 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 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 +0.0 pp -0.2 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 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
☆ETF Store, Inc. CIK 0001911470 0.237 114 0.0 0.0% 0 -0.2 pp -0.2 pp -0.4 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status