Signals

← Signals

☆BSCR

369 in-universe funds with a nonzero position in BSCR within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#2645
Score / z0.000 / -0.00
Consensus142.28 over 267 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 1,273.8 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 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 184.5 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 130.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 122.3 0.0% 2 +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 96.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 83.4 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 76.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 66.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 49.3 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 49.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 48.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 38.9 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 34.8 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 32.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 32.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 32.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 24.5 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆TLWM CIK 0001732537 0.888 73 23.3 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 22.3 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 21.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 20.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 18.6 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 16.9 2.0% 4 -0.0 pp -0.0 pp -0.0 pp +2.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 16.7 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 15.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 14.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 14.0 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 12.4 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 12.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 10.5 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 10.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 10.1 3.5% 2 -0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 9.9 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 9.9 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 9.7 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 9.6 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 9.0 2.0% 2 +1.8 pp +2.0 pp +2.0 pp +2.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 8.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 8.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 7.6 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 7.5 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 7.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 7.3 2.8% 2 -0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 7.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 6.6 4.7% 2 -0.3 pp +4.7 pp +4.7 pp +4.7 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 6.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 6.5 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 6.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 6.0 3.6% 4 -0.1 pp -0.1 pp +0.0 pp +3.6 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 5.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 5.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 5.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 5.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 4.9 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 4.7 3.6% 4 +0.3 pp +0.5 pp +0.8 pp +3.6 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 4.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 4.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 4.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 3.7 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 3.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 3.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.5 3.4% 3 -0.2 pp -0.3 pp +3.4 pp +3.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 3.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 3.0 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Street Advisors LLC CIK 0001964897 0.315 177 2.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.4 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 2.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 2.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 2.2 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 2.0 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 2.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 1.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 1.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 1.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 1.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 1.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +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% 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% 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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +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% 2 -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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 2 -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% 2 -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% 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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 -0.2 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Transce3nd, LLC CIK 0002023570 0.000 170 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 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 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 +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -7.0 pp +0.0 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
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.1 pp +0.0 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
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.0 pp -0.1 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
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 BSCR). Qtrs Held counts distinct quarters this fund has actually held BSCR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSCR position size. Δ columns are the percentage-point change in BSCR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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