Signals

← Signals

☆BSCS

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

Flow ranking

Rank#2741
Score / z0.000 / -0.01
Consensus153.51 over 288 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 ▾
☆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 177.8 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 161.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 150.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 129.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 109.9 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 92.2 4.5% 3 -0.0 pp -0.4 pp +4.5 pp +4.5 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 76.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 76.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 67.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 63.1 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 49.2 2.9% 3 +0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 43.1 3.3% 3 +0.8 pp +0.4 pp +3.3 pp +3.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 42.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 31.0 5.7% 3 +0.6 pp +0.4 pp +5.7 pp +5.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 25.4 2.2% 3 +0.5 pp +1.8 pp +2.2 pp +2.2 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 24.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 24.8 2.0% 4 +0.0 pp +0.1 pp +0.2 pp +2.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 22.4 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 20.8 3.9% 3 -0.2 pp -0.3 pp +3.9 pp +3.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 20.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 19.8 2.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.0 0.0% 3 +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 17.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 17.7 2.2% 3 +0.1 pp +0.0 pp +2.2 pp +2.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 17.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 16.6 1.1% 3 +0.7 pp +0.7 pp +1.1 pp +1.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 16.3 1.1% 3 +0.3 pp +0.2 pp +1.1 pp +1.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 14.8 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 13.6 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 13.6 5.3% 3 +0.0 pp -0.0 pp +5.3 pp +5.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.0 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 13.0 2.5% 3 +0.5 pp +0.4 pp +2.5 pp +2.5 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 11.9 3.9% 3 +0.2 pp +0.1 pp +3.9 pp +3.9 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 11.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 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
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 10.7 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 10.5 1.8% 3 -0.1 pp -0.4 pp +1.8 pp +1.8 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 10.5 2.8% 3 +0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.3 4.9% 2 -0.9 pp +4.9 pp +4.9 pp +4.9 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.2 3.0% 3 +0.0 pp -0.2 pp +3.0 pp +3.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.3 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 9.2 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 9.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 8.9 5.1% 5 +0.2 pp -0.1 pp +0.5 pp +0.6 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
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.3 4.0% 3 +0.3 pp +0.3 pp +4.0 pp +4.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 7.7 2.5% 3 -0.2 pp -0.4 pp +2.5 pp +2.5 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 7.5 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 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
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 6.5 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 6.5 3.9% 3 -0.2 pp -0.7 pp +3.9 pp +3.9 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 6.1 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 6.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.7 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 5.7 0.6% 3 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.4 2.3% 3 +0.1 pp -0.0 pp +2.3 pp +2.3 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 5.3 4.0% 5 +0.4 pp +0.7 pp +1.0 pp +1.4 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 5.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 5.1 1.1% 3 +0.6 pp +0.5 pp +1.1 pp +1.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 5.0 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 4.8 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 4.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 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
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 4.1 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 4.0 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 3.8 1.5% 3 -1.0 pp -1.2 pp +1.5 pp +1.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.7 3.4% 4 -0.1 pp -0.2 pp -0.4 pp +3.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 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 3.4 1.0% 3 -0.0 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 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.4 1.0% 3 -0.3 pp -0.4 pp +1.0 pp +1.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 3.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 3.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 3.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 2.9 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 2.8 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 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
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 2.6 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 2.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 2.4 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.3 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 2.3 1.5% 3 +0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 2.0 1.1% 3 +0.5 pp +0.6 pp +1.1 pp +1.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 1.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.7 0.0% 3 -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
☆Heritage Trust Co CIK 0001706028 0.448 313 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.7 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 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
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.6 0.9% 3 -0.2 pp -0.5 pp +0.9 pp +0.9 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.6 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 1.6 0.7% 3 +0.4 pp +0.5 pp +0.7 pp +0.7 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.6 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 1.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆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
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 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
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 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
☆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
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 3 +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
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 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 0.0 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
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 3 -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
☆Community Bank, N.A. CIK 0001632187 0.503 530 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% 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% 3 -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
☆CX Institutional CIK 0001737089 0.437 1568 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% 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
☆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
☆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
☆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
☆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
☆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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 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
☆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
☆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
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 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
☆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
☆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
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 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
☆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
☆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
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -7.3 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
☆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
☆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
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 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
☆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
☆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
☆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
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.3 pp -1.5 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
☆NFSG Corp CIK 0001879757 0.275 1245 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
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.8 pp -0.9 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
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 -6.4 pp -5.0 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
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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 BSCS). Qtrs Held counts distinct quarters this fund has actually held BSCS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSCS position size. Δ columns are the percentage-point change in BSCS'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