Signals

← Signals

☆BSCT

254 in-universe funds with a nonzero position in BSCT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1375
Score / z0.019 / 0.01
Consensus106.65 over 202 funds
Momentumnot computed

Price & positioning

225 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)
–
Fund Positions
–
Quarters Held
–

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 121.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 112.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 82.3 0.0% 2 +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 68.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 63.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 60.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 55.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 48.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 47.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 42.9 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 40.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 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 37.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 36.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 34.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 31.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 21.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 21.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 20.4 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 20.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 20.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 12.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 12.7 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 12.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 10.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 10.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 10.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 9.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 9.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 9.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 9.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 8.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 8.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 7.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 7.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 5.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 5.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 5.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 4.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 4.0 2.5% 3 -0.0 pp +0.1 pp +2.5 pp +2.5 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 4.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 3.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 3.5 3.2% 3 +0.5 pp +0.7 pp +3.2 pp +3.2 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 3.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.5 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 3.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Old Port Advisors CIK 0001744348 0.222 266 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Unified Investment Management CIK 0002054855 0.105 141 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TLWM CIK 0001732537 0.888 73 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Fiduciary Investment Counsel, Inc. CIK 0001072843 0.431 75 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 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% 1 +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
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +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% 1 +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% 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 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% 1 +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% 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% 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
☆FMR LLC CIK 0000315066 0.989 5571 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 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% 1 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +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% 1 +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% 1 +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% 1 +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 BSCT). Qtrs Held counts distinct quarters this fund has actually held BSCT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSCT position size. Δ columns are the percentage-point change in BSCT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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