Signals

← Signals

☆BSCT

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

Flow ranking

Rank#1404
Score / z0.011 / 0.00
Consensus141.46 over 263 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)
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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 156.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 120.1 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 115.9 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 94.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 81.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 69.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 64.1 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 54.7 0.0% 3 +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 49.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 49.3 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 43.8 2.5% 3 +0.1 pp +0.0 pp +2.5 pp +2.5 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 42.3 7.9% 3 -0.4 pp -1.1 pp +7.9 pp +7.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 40.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 38.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 27.6 5.0% 3 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 24.4 1.9% 4 +0.0 pp +0.0 pp +0.1 pp +1.9 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 24.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 23.0 2.2% 3 +0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 19.2 2.7% 3 -0.2 pp -0.4 pp +2.7 pp +2.7 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 18.9 2.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 17.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 17.7 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 15.7 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 13.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 13.4 5.2% 3 +0.2 pp +1.2 pp +5.2 pp +5.2 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 12.4 3.8% 3 -0.0 pp -0.4 pp +3.8 pp +3.8 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 12.3 2.3% 3 +0.9 pp +0.9 pp +2.3 pp +2.3 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 11.8 3.9% 3 +0.2 pp +0.3 pp +3.9 pp +3.9 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 11.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 11.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 10.3 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 10.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 10.3 2.8% 3 +1.6 pp +1.7 pp +2.8 pp +2.8 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 10.2 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.2 4.9% 2 -0.9 pp +4.9 pp +4.9 pp +4.9 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.1 3.0% 3 +0.0 pp -0.2 pp +3.0 pp +3.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 9.4 2.0% 3 -0.0 pp +0.4 pp +2.0 pp +2.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 8.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.2 1.5% 3 -0.5 pp -0.5 pp +1.5 pp +1.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 7.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.7 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 7.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 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
☆Colonial Trust Advisors CIK 0001567993 0.560 807 7.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 6.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 6.2 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 6.2 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 6.0 3.4% 5 +0.9 pp +0.9 pp +0.9 pp +1.1 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 5.9 3.5% 3 +0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.8 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 5.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 5.8 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 5.5 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 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
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.2 2.3% 3 +0.4 pp +0.4 pp +2.3 pp +2.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 4.8 3.6% 5 +0.5 pp +0.4 pp +0.9 pp +1.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 4.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 4.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 4.1 2.7% 3 -0.1 pp -0.1 pp +2.7 pp +2.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 3.9 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.5 3.1% 4 -0.2 pp -0.4 pp -0.5 pp +3.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 3.4 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 3.0 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 2.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 2.8 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
☆Old Port Advisors CIK 0001744348 0.222 266 2.7 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 2.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.6 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 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
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 2.5 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 2.3 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 2.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 2.2 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 2.1 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 1.8 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 1.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 1.6 1.2% 3 +0.8 pp +0.9 pp +1.2 pp +1.2 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.6 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 1.6 0.9% 3 +0.6 pp +0.7 pp +0.9 pp +0.9 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.5 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.5 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.4 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 1.4 0.6% 3 -1.0 pp -1.0 pp +0.6 pp +0.6 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.3 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.2 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Unified Investment Management CIK 0002054855 0.105 141 1.2 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 1.1 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆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
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 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
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.0 0.0% 0 -0.1 pp -0.1 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 -0.1 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
☆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
☆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
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.6 pp -0.6 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
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -1.6 pp -2.8 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
☆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
☆Legacy CG, LLC CIK 0001904825 0.297 45 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 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
☆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
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
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 (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