Signals

← Signals

☆BSCT

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

Flow ranking

Rank#1659
Score / z0.001 / -0.02
Consensus141.69 over 269 funds
Momentumnot computed

Price & positioning

226 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 178.3 0.0% 7 -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 127.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 108.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 101.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 100.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 68.1 0.6% 5 +0.0 pp -0.2 pp -0.2 pp -0.1 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 67.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 66.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 51.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 43.8 1.2% 5 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 42.6 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 42.3 7.5% 5 -0.5 pp -0.4 pp -0.8 pp -1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 29.7 4.8% 5 -0.4 pp -0.2 pp +4.8 pp +4.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 27.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 27.0 1.6% 6 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 26.1 2.1% 7 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 23.1 1.7% 5 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 23.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 22.9 0.4% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 22.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 19.4 0.8% 5 -1.4 pp -1.7 pp -1.7 pp -1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 19.0 4.7% 4 -0.4 pp -0.2 pp -0.2 pp +4.7 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 17.7 2.2% 5 -0.3 pp -0.5 pp -0.7 pp -0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 16.2 0.9% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 13.8 4.1% 5 +0.0 pp +0.3 pp +0.5 pp +0.6 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 12.7 0.8% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 12.6 2.1% 5 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 12.2 3.2% 5 -0.3 pp -0.5 pp -0.5 pp -0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 11.5 1.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 11.3 2.6% 3 +0.1 pp +0.9 pp +2.6 pp +2.6 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 11.1 2.6% 5 -0.3 pp -0.2 pp +1.5 pp +1.6 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 11.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 10.8 4.5% 5 -1.1 pp -0.7 pp -0.5 pp +0.5 pp
☆CVFG LLC CIK 0002050974 0.313 250 10.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.6 2.7% 5 -0.2 pp -0.3 pp -0.2 pp -0.5 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.0 2.7% 4 -0.2 pp -2.1 pp -3.0 pp +2.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 9.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.5 3.5% 4 +0.0 pp +2.5 pp +3.4 pp +3.5 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 8.1 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 8.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 7.9 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 7.8 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.7 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 7.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 7.5 4.0% 7 +0.1 pp +0.5 pp +1.5 pp +1.5 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 7.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.608 73 7.0 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 6.5 2.2% 5 -0.2 pp -0.0 pp +0.2 pp +0.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 6.5 0.5% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 6.4 0.9% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 6.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 6.2 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 6.1 1.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 6.1 0.7% 5 -0.1 pp -0.8 pp -1.3 pp -1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.9 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 5.9 3.2% 5 -0.4 pp -0.3 pp -0.1 pp -0.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 5.7 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.6 2.1% 5 -0.2 pp -0.2 pp +0.2 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 5.5 1.9% 5 -0.1 pp +1.4 pp +0.4 pp +0.4 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 5.5 4.0% 7 -0.2 pp +0.4 pp +0.9 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 5.0 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 5.0 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 4.6 1.1% 5 +0.7 pp +0.7 pp +0.7 pp +0.9 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 4.3 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 4.2 0.9% 3 -0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 4.1 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 4.1 0.4% 4 +0.0 pp +0.0 pp +0.2 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 4.0 0.3% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.7 3.0% 6 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.7 0.0% 5 -0.0 pp -0.6 pp -0.6 pp -0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.6 0.0% 5 -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 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 3.4 1.9% 5 +0.6 pp +1.0 pp +1.6 pp +1.7 pp
☆Old Port Advisors CIK 0001744348 0.222 266 3.3 0.7% 5 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 3.3 2.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.9 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 2.8 0.8% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 2.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.7 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 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
☆Heritage Trust Co CIK 0001706028 0.449 313 2.6 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 2.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.5 2.0% 4 -0.2 pp +0.2 pp +0.4 pp +2.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 2.4 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.4 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 2.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.3 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 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 2.0 0.0% 6 -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
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 1.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 1.8 0.5% 5 -0.1 pp -0.0 pp +0.1 pp -0.2 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 1.8 1.2% 5 -0.2 pp +0.0 pp +0.8 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.6 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.5 1.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 1.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.5 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.4 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 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.4 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 1.4 0.4% 5 -0.4 pp -0.3 pp -0.5 pp -0.5 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 1.3 0.4% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.3 0.6% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Unified Investment Management CIK 0002054855 0.105 141 1.2 1.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 1.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 1.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -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% 5 -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% 1 +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% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆City State Bank CIK 0001910666 0.322 809 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% 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 4 -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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 5 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 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% 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% 5 -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% 3 +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
☆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
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 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 +0.0 pp -0.4 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 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
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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 -0.0 pp -0.1 pp -0.1 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -2.8 pp -2.7 pp -2.8 pp -2.9 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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 +0.0 pp -0.6 pp -0.8 pp -0.8 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
☆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
☆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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -1.1 pp -1.1 pp -1.0 pp -1.1 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
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 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 +0.0 pp -0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 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
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 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
☆Coastline Complete Wealth LLC CIK 0002112134 0.172 55 0.0 0.0% 0 -2.4 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 +0.0 pp -1.6 pp -2.8 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
☆Focus Partners Wealth CIK 0001542153 0.901 2759 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
☆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
☆Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp -0.8 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
☆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
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp -0.1 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
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 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
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -0.9 pp -0.8 pp -0.8 pp -0.7 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 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 +0.0 pp +0.0 pp -0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 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
☆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 (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