Signals

← Signals

☆BSCR

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

Flow ranking

Rank#2740
Score / z0.000 / -0.01
Consensus144.74 over 270 funds
Momentumnot computed

Price & positioning

227 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 1,317.5 5.2% 3 -0.0 pp +0.1 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 204.9 0.0% 5 +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 141.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 133.0 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 99.0 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 84.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 83.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 68.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 57.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 49.9 2.9% 3 -0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 46.9 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 38.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 35.9 3.1% 3 +0.1 pp -0.0 pp +3.1 pp +3.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 32.9 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 29.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 25.8 2.1% 4 +0.0 pp +0.1 pp +0.2 pp +2.1 pp
☆TLWM CIK 0001732537 0.888 73 24.0 4.4% 3 +0.2 pp +0.1 pp +4.4 pp +4.4 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 24.0 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.8 0.0% 4 +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 23.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.5 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 21.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 19.9 1.6% 3 -0.1 pp -0.4 pp +1.6 pp +1.6 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 19.8 2.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 18.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 18.1 2.2% 3 +0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 17.4 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 15.8 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 15.4 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 14.9 2.8% 3 +0.3 pp +0.2 pp +2.8 pp +2.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 12.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 12.6 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 11.4 3.7% 3 +0.3 pp +0.0 pp +3.7 pp +3.7 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 11.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 10.3 1.8% 3 -0.1 pp -0.4 pp +1.8 pp +1.8 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 10.2 2.8% 3 +0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.1 3.0% 3 +0.0 pp -0.2 pp +3.0 pp +3.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 10.1 5.8% 5 +2.2 pp +2.1 pp +2.2 pp +2.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 10.0 2.1% 3 +0.1 pp +1.9 pp +2.1 pp +2.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 9.6 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 9.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 9.2 0.1% 3 -0.5 pp -0.7 pp +0.1 pp +0.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.1 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 8.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 8.6 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 8.2 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.1 3.9% 3 +0.2 pp +0.1 pp +3.9 pp +3.9 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 7.6 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 7.2 1.5% 3 +1.1 pp +1.1 pp +1.5 pp +1.5 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
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 6.9 4.7% 3 +0.1 pp -0.2 pp +4.7 pp +4.7 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 6.7 3.8% 3 +0.0 pp -0.1 pp +3.8 pp +3.8 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 6.5 2.6% 3 -1.4 pp -1.6 pp +2.6 pp +2.6 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 6.5 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 6.2 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 6.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.8 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 5.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 5.6 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 5.5 4.2% 5 +0.5 pp +0.8 pp +1.0 pp +1.4 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
☆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
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 4.9 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 4.6 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 4.1 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 4.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 4.0 1.1% 3 +0.6 pp +0.6 pp +1.1 pp +1.1 pp
☆Old Port Advisors CIK 0001744348 0.222 266 4.0 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.9 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.8 1.1% 3 -0.3 pp -0.5 pp +1.1 pp +1.1 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 3.7 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.7 3.3% 4 -0.0 pp -0.2 pp -0.4 pp +3.3 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 3.6 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.6 0.0% 3 +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 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 3.2 1.3% 3 -0.2 pp +0.1 pp +1.3 pp +1.3 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 3.1 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆River Street Advisors LLC CIK 0001964897 0.314 177 3.1 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 3.0 1.0% 4 +0.2 pp +0.3 pp +0.2 pp +1.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 2.9 1.7% 3 +0.6 pp +0.6 pp +1.7 pp +1.7 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.8 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.6 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 2.2 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 2.1 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 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
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 2.0 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 2.0 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 2.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.9 0.1% 3 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 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
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 1.7 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 1.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 1.6 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.6 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.1 0.0% 3 +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
☆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
☆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
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +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
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 2 -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
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☆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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 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% 2 -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% 3 -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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 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% 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
☆Smithfield Trust Co CIK 0001019754 0.755 1080 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
☆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
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 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
☆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
☆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
☆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
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 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% 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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
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☆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
☆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
☆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
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆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
☆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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 -1.4 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
☆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
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 -0.1 pp +0.0 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
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 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
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -1.1 pp -1.4 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
☆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
☆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
☆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
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 0.0% 0 -0.6 pp -0.5 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -1.1 pp -1.1 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
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -7.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆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
☆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
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 (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