Signals

← Signals

☆BSCU

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

Flow ranking

Rank#2996
Score / z0.000 / -0.02
Consensus129.13 over 238 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 181.6 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 156.3 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 139.1 0.5% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 92.8 0.5% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 92.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 92.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 78.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 65.1 0.6% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 59.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 53.3 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 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 48.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 38.1 3.0% 5 -0.2 pp -0.0 pp +0.0 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 32.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TLWM CIK 0001732537 0.888 73 30.8 5.0% 5 -0.4 pp -0.1 pp -0.0 pp -0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 30.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 28.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 26.3 1.6% 5 -0.7 pp -0.7 pp -0.6 pp -0.7 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 25.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 25.6 1.6% 6 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 23.3 1.8% 7 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 21.0 2.6% 5 -0.1 pp +0.2 pp +0.4 pp +0.9 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 17.4 0.7% 5 -1.4 pp -1.7 pp -1.6 pp -1.5 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 17.0 6.3% 4 -0.4 pp -0.4 pp -0.4 pp +6.3 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 16.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 15.1 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 12.3 0.8% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 11.5 3.5% 5 +0.0 pp +0.3 pp +0.5 pp +0.6 pp
☆CVFG LLC CIK 0002050974 0.313 250 11.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 11.5 1.9% 3 -0.2 pp -0.2 pp +1.9 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 10.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 10.7 2.7% 4 -0.2 pp -0.1 pp -0.0 pp +2.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 9.7 2.3% 3 +0.1 pp +0.6 pp +2.3 pp +2.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 8.8 3.7% 3 +0.5 pp +0.8 pp +3.7 pp +3.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 8.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 8.3 2.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 8.2 1.9% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.8 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 7.2 0.5% 4 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 6.7 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 6.3 3.5% 5 -0.3 pp +0.0 pp +0.5 pp +0.6 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 6.2 0.7% 3 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Waycross Investment Management Co CIK 0001922448 0.256 59 6.1 4.7% 5 -1.2 pp -1.0 pp -1.9 pp -2.2 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 5.9 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 5.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 5.6 1.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 5.5 2.9% 7 +0.2 pp +0.4 pp +1.2 pp +1.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 5.2 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 4.9 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 4.6 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 4.6 1.7% 4 -0.1 pp -0.1 pp +1.1 pp +1.7 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 4.5 1.1% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 4.3 3.1% 7 -0.0 pp +0.4 pp +0.6 pp +0.7 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 4.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 3.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.5 2.8% 6 -0.2 pp -0.1 pp +0.0 pp -0.1 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 3.5 2.2% 5 -0.2 pp -0.1 pp +0.0 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 3.4 1.2% 5 +0.6 pp +1.0 pp +0.7 pp +0.7 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 3.4 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.0 0.0% 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% 3 +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 +0.1 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 2.8 0.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.6 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 2.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.0 0.0% 5 -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
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.9 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 1.8 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.7 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 1.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 1.6 0.3% 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 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.6 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 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
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 1.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 1.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.4 1.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 1.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.3 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 1.2 0.2% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.2 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Old Port Advisors CIK 0001744348 0.222 266 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 1.0 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 1.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 1.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.9 0.3% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.9 0.4% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
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☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -1.0 pp -1.0 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 -0.0 pp -0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 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
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -2.6 pp -2.6 pp -2.6 pp -2.6 pp
☆Coastline Complete Wealth LLC CIK 0002112134 0.171 55 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆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 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -0.2 pp -0.2 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
☆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
☆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
☆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
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 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 -1.1 pp -1.0 pp -0.8 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -3.8 pp -3.8 pp -3.8 pp -3.6 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
☆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 +0.0 pp -0.2 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
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -2.0 pp -1.8 pp -1.8 pp -1.8 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆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
☆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
☆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
☆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
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 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
☆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
☆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
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 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
☆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 (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