Signals

← Signals

☆BSCS

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

Flow ranking

Rank#2988
Score / z0.000 / -0.02
Consensus157.20 over 299 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 185.7 0.0% 6 +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 160.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 156.3 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 126.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 100.5 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 98.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 92.8 4.5% 4 -0.1 pp -0.1 pp -0.4 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 91.2 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
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 66.5 0.6% 4 -0.2 pp -0.3 pp -0.2 pp +0.6 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 50.7 2.4% 4 -0.4 pp -0.4 pp -0.5 pp +2.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 47.2 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 45.9 3.4% 4 +0.2 pp +0.9 pp +0.6 pp +3.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 43.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 34.8 3.0% 4 +0.8 pp +1.4 pp +2.6 pp +3.0 pp
☆TLWM CIK 0001732537 0.888 73 33.0 5.9% 4 +0.3 pp +0.9 pp +0.7 pp +5.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 29.1 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 26.5 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 25.5 2.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 23.6 2.0% 4 +0.1 pp +0.3 pp +0.2 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 22.7 2.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 21.0 4.0% 4 +0.1 pp -0.1 pp -0.1 pp +4.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 19.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 17.8 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 16.8 1.1% 4 +0.0 pp +0.7 pp +0.7 pp +1.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 16.8 0.8% 3 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 15.7 1.1% 4 +0.0 pp +0.3 pp +0.3 pp +1.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 14.7 1.3% 2 -0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 14.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 13.6 5.7% 4 +0.4 pp +0.4 pp +0.4 pp +5.7 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 13.2 2.4% 4 -0.1 pp +0.4 pp +0.4 pp +2.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 12.7 2.9% 2 +0.8 pp +2.9 pp +2.9 pp +2.9 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 12.7 4.2% 4 +0.4 pp +0.6 pp +0.4 pp +4.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.1 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 11.8 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 11.1 3.0% 4 -0.0 pp +0.0 pp -0.2 pp +3.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 11.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 11.0 2.9% 4 +0.1 pp +0.2 pp +0.0 pp +2.9 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 10.5 1.8% 4 +0.0 pp -0.1 pp -0.4 pp +1.8 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.2 3.0% 3 -1.9 pp -2.8 pp +3.0 pp +3.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.5 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 9.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 9.2 2.2% 4 -0.0 pp -0.0 pp -0.1 pp +2.2 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 8.9 3.7% 4 +2.2 pp +1.1 pp +0.9 pp +3.7 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 8.9 5.0% 6 -0.1 pp +0.1 pp -0.2 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.6 4.0% 4 +0.0 pp +0.3 pp +0.3 pp +4.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 8.2 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 8.1 0.6% 4 +0.1 pp +0.1 pp +0.3 pp +0.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.4 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 7.4 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 7.4 0.7% 4 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 7.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 7.1 2.4% 4 -0.2 pp -0.4 pp -0.5 pp +2.4 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 7.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 7.0 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 6.9 1.4% 4 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 6.8 1.4% 4 +0.0 pp -0.0 pp +0.0 pp +1.4 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 6.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 6.6 1.6% 4 +0.4 pp +1.0 pp +0.9 pp +1.6 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 6.5 2.3% 4 +0.2 pp +0.4 pp +0.3 pp +2.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 6.3 3.8% 4 -0.1 pp -0.2 pp -0.8 pp +3.8 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
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.8 1.3% 4 +0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 5.7 0.6% 4 -0.0 pp -0.0 pp +0.2 pp +0.6 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 5.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.5 2.3% 4 -0.0 pp +0.1 pp -0.1 pp +2.3 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 5.4 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 5.3 4.4% 6 +0.4 pp +0.8 pp +1.1 pp +1.4 pp
☆Coastline Complete Wealth LLC CIK 0002112134 0.171 55 5.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 5.0 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 4.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 4.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 4.5 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Old Port Advisors CIK 0001744348 0.222 266 4.5 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 4.1 2.7% 4 +0.1 pp +0.1 pp -0.0 pp +2.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.6 3.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆River Street Advisors LLC CIK 0001964897 0.314 177 3.6 1.2% 2 +1.1 pp +1.2 pp +1.2 pp +1.2 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 3.5 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 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
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.3 1.0% 4 +0.0 pp -0.3 pp -0.4 pp +1.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 3.1 1.1% 4 +0.0 pp +0.0 pp -0.1 pp +1.1 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 3.0 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 3.0 0.9% 4 -0.0 pp +0.0 pp -0.1 pp +0.9 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 3.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 3.0 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 3.0 2.1% 4 +0.1 pp +0.1 pp +0.1 pp +2.1 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 2.9 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆Ark Wealth Advisors LLC CIK 0002110109 0.107 87 2.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.8 0.6% 4 +0.1 pp +0.1 pp -0.0 pp +0.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 2.7 0.6% 4 +0.1 pp +0.1 pp +0.3 pp +0.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 2.6 1.6% 4 +0.5 pp +1.0 pp +1.1 pp +1.6 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.6 2.3% 3 +0.4 pp +0.5 pp +2.3 pp +2.3 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.4 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 2.3 1.5% 4 -0.0 pp +0.0 pp -0.1 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 2.2 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 2.0 0.8% 4 +0.1 pp +0.5 pp +0.6 pp +0.8 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 1.8 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.8 0.5% 4 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.8 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
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☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 1 +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% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.1 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.1 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 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 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 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% 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% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 1 +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% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 +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% 4 -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% 4 +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% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 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% 6 -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% 3 +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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.0 0.0% 4 +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% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -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
☆Adalta Capital Management LLC CIK 0001698926 0.403 103 0.0 0.0% 0 -0.2 pp +0.0 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
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.1 pp +0.0 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
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 +0.0 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
☆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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.4 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 -7.3 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp -0.0 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
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 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 +0.0 pp -6.4 pp -5.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 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 +0.0 pp -0.1 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -0.7 pp -0.8 pp -0.8 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 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
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 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
☆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
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 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 +0.0 pp -0.8 pp -0.9 pp +0.0 pp
☆Argentarii, LLC CIK 0002030055 0.348 213 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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 +0.0 pp -0.3 pp -1.5 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -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 0.0 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
☆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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 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 (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