Signals

← Signals

☆BSCU

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

Flow ranking

Rank#2989
Score / z0.000 / -0.02
Consensus136.38 over 253 funds
Momentumnot computed

Price & positioning

227 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 178.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 154.2 1.3% 4 -0.0 pp -0.0 pp -0.0 pp +1.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 141.1 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 86.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 85.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 78.3 3.8% 4 -0.0 pp -0.0 pp +0.2 pp +3.8 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 73.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 63.9 0.6% 4 -0.2 pp -0.2 pp -0.2 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 54.4 0.0% 4 +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 46.5 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 44.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 43.8 2.1% 4 -0.3 pp -0.2 pp -0.1 pp +2.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 43.6 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 36.0 3.1% 4 +0.1 pp +0.2 pp +0.1 pp +3.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 31.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 31.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TLWM CIK 0001732537 0.888 73 30.2 5.4% 4 +0.3 pp +0.4 pp +0.2 pp +5.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 28.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 24.2 2.4% 4 +0.1 pp +0.1 pp +0.0 pp +2.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 23.8 1.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 19.5 2.7% 4 +0.2 pp +0.5 pp +0.9 pp +2.7 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 19.4 1.8% 6 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 17.5 2.0% 4 +0.2 pp +0.2 pp +0.2 pp +2.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 16.1 6.7% 3 +0.0 pp +0.0 pp +6.7 pp +6.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 16.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 13.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 12.0 0.8% 4 +0.1 pp +0.3 pp +0.3 pp +0.8 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 11.5 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 10.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.7 2.9% 3 +0.1 pp +0.2 pp +2.9 pp +2.9 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 10.3 3.5% 4 +0.2 pp +0.5 pp +0.6 pp +3.5 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 9.5 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 8.2 1.9% 4 -0.1 pp -0.0 pp -0.1 pp +1.9 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 8.0 2.7% 4 +0.1 pp +0.1 pp -0.0 pp +2.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 8.0 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 7.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 7.6 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.5 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 7.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 6.3 0.5% 3 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Waycross Investment Management Co CIK 0001922448 0.256 59 6.2 5.9% 4 +0.2 pp -0.7 pp -1.0 pp +5.9 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 6.1 3.7% 4 +0.3 pp +0.7 pp +0.8 pp +3.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 6.1 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 5.9 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 5.9 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.4 1.2% 4 +0.0 pp +0.1 pp +0.2 pp +1.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 4.8 2.7% 6 +0.3 pp +1.0 pp +1.4 pp +1.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 4.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 4.7 1.0% 4 +0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 4.5 1.2% 4 +0.0 pp +0.1 pp +0.2 pp +1.2 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 4.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 4.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 4.3 1.8% 3 +0.0 pp +1.2 pp +1.8 pp +1.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 4.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 4.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 3.9 2.6% 4 -0.0 pp -0.0 pp -0.1 pp +2.6 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
☆Farnam Financial LLC CIK 0002080267 0.372 53 3.8 3.1% 6 +0.4 pp +0.7 pp +0.7 pp +1.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 3.5 2.4% 4 +0.1 pp +0.3 pp +0.4 pp +2.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 3.4 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.3 3.0% 5 +0.0 pp +0.2 pp +0.1 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 2.3 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 2.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 1.8 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 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
☆Ironwood Financial, llc CIK 0001630360 0.525 179 1.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.4 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 1.4 0.6% 4 +0.4 pp +0.1 pp +0.1 pp +0.6 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.4 0.5% 4 -0.0 pp -0.0 pp +0.2 pp +0.5 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.3 1.1% 4 +0.1 pp +0.0 pp +0.0 pp +1.1 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 1.3 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.3 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 1.2 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 1.1 0.3% 4 +0.0 pp -0.7 pp -0.7 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 1.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 1.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 1.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 0.9 0.5% 4 +0.2 pp +0.2 pp +0.1 pp +0.5 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.8 0.5% 4 -0.0 pp +0.3 pp +0.3 pp +0.5 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.8 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆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
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☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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
☆F/m Investments LLC CIK 0001834499 0.385 354 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 -1.1 pp -1.0 pp -0.8 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 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
☆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
☆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
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 BSCU). Qtrs Held counts distinct quarters this fund has actually held BSCU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSCU position size. Δ columns are the percentage-point change in BSCU'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