Signals

← Signals

☆BSCS

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

Flow ranking

Rank#3298
Score / z0.000 / -0.02
Consensus161.54 over 306 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 ▾
☆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 192.7 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 164.3 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 157.0 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 135.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 95.9 0.0% 5 -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 95.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 94.4 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 92.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 78.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 66.7 0.6% 5 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 50.3 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 46.6 3.1% 5 -0.3 pp -0.2 pp +0.6 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 33.6 5.5% 5 -0.5 pp -0.2 pp +0.4 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 28.4 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 27.8 1.7% 6 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 27.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 26.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 25.7 2.0% 7 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 25.5 1.1% 5 -1.4 pp -1.8 pp -1.8 pp -1.9 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 25.2 1.9% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.5 0.0% 5 +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 23.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 21.4 3.8% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 19.2 2.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 17.6 0.8% 4 -0.1 pp -0.0 pp +0.7 pp +0.8 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 16.4 0.9% 5 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 15.8 1.0% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 15.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 15.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 14.6 1.2% 3 -0.2 pp -0.9 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 13.6 4.1% 5 -0.2 pp +0.2 pp +0.4 pp +0.3 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 13.0 3.0% 3 +0.1 pp +1.0 pp +3.0 pp +3.0 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 13.0 2.2% 5 -0.2 pp -0.3 pp +0.2 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 11.4 2.7% 5 -0.3 pp -0.2 pp -0.1 pp -0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 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
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 11.0 2.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 10.5 1.7% 5 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.1 2.8% 4 -0.2 pp -2.1 pp -3.0 pp +2.8 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
☆CVFG LLC CIK 0002050974 0.313 250 9.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 9.6 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 9.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 9.2 2.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 9.2 4.9% 7 -0.1 pp -0.2 pp -0.0 pp -0.3 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 9.0 3.1% 5 -0.5 pp +1.6 pp +0.6 pp +0.4 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.9 3.7% 5 -0.3 pp -0.3 pp +0.0 pp -0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 8.4 0.7% 5 +0.0 pp +0.3 pp +0.7 pp +0.7 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 8.2 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 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
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 7.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.8 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 7.7 1.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 7.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 7.2 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 7.1 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 7.0 3.5% 2 +3.3 pp +3.5 pp +3.5 pp +3.5 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 6.9 1.3% 5 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 6.8 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 6.6 1.4% 5 -0.2 pp +0.2 pp +0.8 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 6.5 2.1% 5 -0.2 pp -0.0 pp +0.2 pp +0.1 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
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 6.0 1.8% 5 -0.6 pp -0.7 pp -0.9 pp -1.1 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 5.9 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 5.9 3.2% 5 -0.6 pp -0.6 pp -0.8 pp -1.4 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
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.8 2.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 5.7 1.0% 3 +0.9 pp +0.9 pp +1.0 pp +1.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 5.7 4.2% 7 -0.2 pp +0.2 pp +0.6 pp +0.9 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 5.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 5.6 0.5% 4 +0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 5.1 0.6% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 4.8 0.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 4.7 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆Old Port Advisors CIK 0001744348 0.222 266 4.5 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 4.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 4.2 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆River Street Advisors LLC CIK 0001964897 0.315 177 3.8 1.1% 3 -0.1 pp +1.0 pp +1.1 pp +1.1 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
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.8 3.1% 6 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 3.5 2.0% 5 +0.4 pp +0.9 pp +1.4 pp +1.5 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
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.4 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.4 0.9% 5 -0.1 pp -0.1 pp -0.4 pp -0.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 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 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.3 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 3.2 0.5% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 3.1 0.8% 5 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 3.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.1 0.6% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 3.1 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 3.0 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 3.0 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 3.0 1.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.0 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 2.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 2.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 2.8 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ark Wealth Advisors LLC CIK 0002110109 0.107 87 2.8 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.6 2.0% 4 -0.2 pp +0.2 pp +0.3 pp +2.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 2.5 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 2.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 2.3 1.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 2.1 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 2.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 2.0 0.6% 5 -0.1 pp -0.0 pp +0.3 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 1.9 1.4% 4 -0.1 pp -0.0 pp +0.0 pp +1.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 1.9 0.5% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.8 1.0% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 1.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 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
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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 -1.0 pp -1.1 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 (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