Signals

← Signals

☆BSCT

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

Flow ranking

Rank#22329
Score / z-0.017 / -0.04
Consensus145.19 over 274 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 166.8 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 127.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 118.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 88.7 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 88.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 67.4 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 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 65.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 59.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 48.5 1.4% 4 -0.2 pp -0.2 pp -0.3 pp +1.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 45.8 2.2% 4 -0.3 pp -0.3 pp -0.3 pp +2.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 41.7 8.0% 4 +0.1 pp -0.3 pp -1.0 pp +8.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 41.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 29.2 5.3% 4 +0.2 pp +5.2 pp +5.2 pp +5.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 25.7 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 24.8 1.9% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 23.3 2.3% 4 +0.1 pp +0.1 pp +0.0 pp +2.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 23.2 2.2% 6 +0.2 pp +0.3 pp +0.5 pp +0.4 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 21.3 1.8% 4 +1.7 pp +1.7 pp +1.8 pp +1.8 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 19.4 0.4% 4 +0.0 pp +0.1 pp -0.1 pp +0.4 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 18.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 18.0 5.1% 3 +0.1 pp +0.2 pp +5.1 pp +5.1 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 17.9 2.5% 4 -0.2 pp -0.4 pp -0.7 pp +2.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 15.9 1.1% 4 +0.0 pp +0.2 pp +0.2 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 13.4 5.6% 4 +0.4 pp +0.5 pp +1.6 pp +5.6 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 12.7 2.3% 4 -0.0 pp +0.9 pp +0.9 pp +2.3 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 12.4 3.6% 4 -0.2 pp -0.2 pp -0.6 pp +3.6 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 12.4 4.1% 4 +0.3 pp +0.5 pp +0.6 pp +4.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 12.3 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 11.2 1.7% 4 -0.0 pp -0.1 pp -0.0 pp +1.7 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 11.1 2.5% 2 +0.8 pp +2.5 pp +2.5 pp +2.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 10.9 2.9% 4 +0.2 pp +1.8 pp +1.9 pp +2.9 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.8 2.9% 4 -0.1 pp -0.0 pp -0.3 pp +2.9 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.1 3.0% 3 -1.9 pp -2.8 pp +3.0 pp +3.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 9.5 2.0% 4 +0.0 pp +0.0 pp +0.4 pp +2.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 9.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 7.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 7.7 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 7.7 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 7.6 3.5% 3 +2.5 pp +3.4 pp +3.5 pp +3.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.4 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 7.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 6.9 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 6.8 3.8% 6 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 6.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 6.6 2.4% 4 +0.2 pp +0.4 pp +0.3 pp +2.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 6.1 1.4% 4 -0.0 pp -0.0 pp -0.0 pp +1.4 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 6.1 0.9% 4 -0.6 pp -1.1 pp -1.1 pp +0.9 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 6.1 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 5.9 3.6% 4 +0.1 pp +0.2 pp +0.0 pp +3.6 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 5.8 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 5.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 5.3 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.3 2.2% 4 -0.0 pp +0.4 pp +0.3 pp +2.2 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 5.1 4.2% 6 +0.6 pp +1.1 pp +1.1 pp +1.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 4.9 2.0% 4 +1.4 pp +0.5 pp +0.5 pp +2.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 4.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 4.3 0.4% 4 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 4.3 2.8% 4 +0.1 pp +0.0 pp -0.0 pp +2.8 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 4.3 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 4.2 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 4.2 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Coastline Complete Wealth LLC CIK 0002112134 0.171 55 3.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 3.9 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 3.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 3.6 0.0% 4 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.5 3.2% 5 +0.0 pp -0.1 pp -0.3 pp -0.5 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
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 3.4 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 3.2 2.3% 4 +0.1 pp +0.1 pp +0.2 pp +2.3 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.2 0.7% 4 +0.1 pp +0.1 pp +0.3 pp +0.7 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 2.9 0.8% 4 +0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 2.8 0.9% 4 +0.0 pp -0.2 pp -0.3 pp +0.9 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 2.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.6 2.3% 3 +0.5 pp +0.6 pp +2.3 pp +2.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.4 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 2.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 2.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 2.1 1.3% 4 +0.5 pp +1.0 pp +1.1 pp +1.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.1 0.0% 4 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 2.1 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 2.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 1.9 0.5% 4 +0.1 pp +0.1 pp -0.1 pp +0.5 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 1.9 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 1.7 1.3% 4 +0.2 pp +1.0 pp +1.0 pp +1.3 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.7 0.5% 4 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.5 1.2% 4 +0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 1.4 0.2% 2 -0.0 pp +0.2 pp -0.1 pp +0.2 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.3 0.5% 4 -0.0 pp -0.0 pp +0.2 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.3 0.3% 4 +0.1 pp +0.0 pp -0.0 pp +0.3 pp
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☆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
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +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
☆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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 +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
☆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
☆MidFirst Bank CIK 0002077076 0.526 943 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 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% 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
☆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
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 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
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 -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% 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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 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
☆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
☆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
☆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
☆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
☆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
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆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
☆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
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -1.6 pp -2.8 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
☆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
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆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
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆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
☆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
☆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
☆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
☆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
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 -0.0 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
☆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
☆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
☆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
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -0.6 pp -0.8 pp -0.8 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 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 (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