Signals

← Signals

☆BSCR

468 in-universe funds with a nonzero position in BSCR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1871
Score / z0.017 / 0.00
Consensus140.87 over 270 funds
Momentumnot computed

Price & positioning

224 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 1,076.7 3.8% 5 -1.6 pp -1.3 pp -1.4 pp -1.3 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 201.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 150.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 147.2 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 139.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 122.3 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 112.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 78.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 61.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 42.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 42.5 1.1% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 35.2 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 28.7 1.8% 6 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 27.8 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 27.3 1.2% 5 -1.4 pp -1.7 pp -1.7 pp -1.8 pp
☆TLWM CIK 0001732537 0.888 73 26.4 4.3% 5 -0.4 pp -0.1 pp +0.1 pp -0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 25.6 2.0% 7 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 25.2 1.9% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 22.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 17.3 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 16.7 1.1% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 16.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 15.1 2.9% 5 -0.4 pp +1.2 pp +1.3 pp +1.4 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 14.8 2.5% 5 -0.3 pp -0.4 pp -0.0 pp -0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 13.2 4.0% 5 -0.2 pp +0.2 pp +0.5 pp +0.3 pp
☆WLTH Capital Management, LLC CIK 0002112635 0.480 29 12.8 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 11.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 11.1 1.3% 5 -1.0 pp -1.0 pp -0.9 pp -1.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 11.1 1.3% 5 -0.1 pp -1.0 pp -1.1 pp -1.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 10.9 2.6% 5 -0.3 pp -0.2 pp -0.2 pp -0.4 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 10.8 5.7% 7 -0.3 pp -0.1 pp +2.2 pp +2.1 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.8 2.8% 5 -0.2 pp -0.3 pp -0.2 pp -0.5 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 10.7 1.9% 5 -0.2 pp -0.2 pp -0.0 pp +1.7 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 10.2 0.6% 5 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 10.2 3.6% 5 -0.7 pp +0.9 pp -0.5 pp -0.7 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 10.1 1.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.6 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 10.0 1.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.9 0.8% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 9.5 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.7 3.6% 5 -0.3 pp -0.3 pp -0.1 pp -0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 8.2 0.6% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 8.1 1.5% 5 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 8.0 1.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.7 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 7.7 1.3% 1 +1.3 pp +1.3 pp +0.7 pp +0.8 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 7.7 4.6% 5 -0.3 pp -0.1 pp -0.1 pp -0.3 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 7.6 3.7% 5 -0.3 pp -0.0 pp +0.0 pp -0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.3 0.1% 5 -0.0 pp -0.0 pp -0.5 pp -0.7 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 7.3 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 7.0 1.7% 5 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 6.9 1.6% 3 +0.1 pp -0.4 pp +1.6 pp +1.6 pp
☆River Street Advisors LLC CIK 0001964897 0.315 177 6.7 2.0% 5 -0.1 pp +0.8 pp +0.9 pp +0.9 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 6.6 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 6.6 0.9% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 6.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 6.2 0.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 6.1 0.6% 4 -0.0 pp -0.2 pp -0.2 pp +0.6 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 6.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 6.1 4.4% 7 -0.2 pp +0.3 pp +0.8 pp +1.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.9 2.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.9 1.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 5.8 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 5.6 1.2% 5 -0.0 pp +0.7 pp +0.7 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 5.2 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 4.9 0.4% 5 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 4.6 0.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 4.4 1.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 4.4 0.5% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 4.3 0.5% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 4.3 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 4.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 4.0 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 3.8 1.0% 5 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.8 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.8 0.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.8 1.0% 5 -0.1 pp -0.1 pp -0.5 pp -0.6 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.7 3.0% 6 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 3.7 2.1% 5 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 3.6 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 3.6 1.1% 5 -0.2 pp -0.2 pp -0.4 pp -0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.3 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 3.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.9 0.8% 6 -0.1 pp -0.2 pp +0.0 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.9 0.1% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Ark Wealth Advisors LLC CIK 0002110109 0.107 87 2.8 2.5% 2 -0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.5 2.0% 4 -0.2 pp +0.2 pp +0.3 pp +2.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 2.5 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 2.3 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 2.2 0.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 2.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 2.0 1.3% 5 -0.3 pp -0.1 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 2.0 1.4% 4 -0.1 pp +0.0 pp +0.0 pp +1.4 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.8 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.7 0.9% 5 -0.1 pp -0.3 pp -0.3 pp -0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 5 -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 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.7 0.9% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 1.7 0.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.6 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 1.6 0.9% 4 -0.1 pp +0.1 pp -0.1 pp +0.9 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.6 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.6 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.4 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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