Signals

← Signals

☆BSCV

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

Flow ranking

Rank#3007
Score / z0.000 / -0.02
Consensus102.17 over 182 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 ▾
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 177.5 1.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆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 125.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 70.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 57.5 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 50.3 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 40.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 39.3 1.0% 5 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 39.2 3.0% 5 -0.2 pp -0.0 pp +0.0 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 35.8 0.0% 5 -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 35.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.8 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 27.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 25.9 1.6% 6 -0.3 pp -0.2 pp -0.2 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 25.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 21.9 2.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 21.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 21.4 5.3% 4 -0.3 pp -0.1 pp +0.1 pp +5.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 20.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 18.8 1.5% 7 -0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 16.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 13.9 1.6% 3 +0.3 pp +0.4 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.3 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 10.9 2.8% 4 -0.1 pp +0.0 pp +0.1 pp +2.8 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 10.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 10.2 2.4% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 10.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 9.9 0.4% 5 -1.7 pp -1.9 pp -1.5 pp +0.3 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 9.6 2.9% 5 +0.1 pp +0.2 pp +0.6 pp +1.0 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 9.6 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 9.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 9.0 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 8.0 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.8 0.1% 5 -0.0 pp -0.3 pp +0.1 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
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Red Spruce Capital, LLC CIK 0001795356 0.206 94 6.9 2.4% 2 +2.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 6.7 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.216 134 6.5 2.1% 4 -0.2 pp +0.0 pp +0.2 pp +2.1 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
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 5.1 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 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
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 4.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 4.4 0.9% 4 +0.0 pp +0.1 pp +0.4 pp +0.9 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 4.3 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 4.2 2.2% 7 -0.1 pp +0.0 pp +0.9 pp +1.3 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 4.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 3.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 3.5 0.4% 5 -0.1 pp -0.8 pp -1.2 pp -1.5 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 3.3 2.7% 6 -0.2 pp -0.2 pp +0.2 pp +0.1 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 3.2 2.3% 7 -0.2 pp +0.1 pp +0.2 pp +0.3 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 3.2 2.0% 5 -0.2 pp -0.0 pp -0.1 pp +0.1 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 3.0 1.6% 5 -0.2 pp -0.1 pp +0.1 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.9 0.1% 1 +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 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 2.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 2.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 2.4 0.3% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 2.1 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 1.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.6 0.2% 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
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 1.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 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
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 1.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ark Wealth Advisors LLC CIK 0002110109 0.107 87 1.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 1.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CVFG LLC CIK 0002050974 0.313 250 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 1.0 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 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
☆FCA CORP /TX CIK 0001166402 0.236 203 0.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.5 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JM2 Capital Inc. CIK 0002103359 0.210 121 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.4 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 0.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Somerset Trust Co CIK 0001597099 0.266 186 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 +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
☆EASTERN BANK CIK 0001126395 0.668 1038 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
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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
☆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
☆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
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 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
☆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
☆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
☆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
☆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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 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
☆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
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.3 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
☆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
☆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
☆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
☆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
☆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
☆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
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 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
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 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
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆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
☆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
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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
☆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
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 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
☆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
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 0.0 0.0% 0 -1.2 pp -1.1 pp -1.1 pp -1.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 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 -0.0 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
☆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
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.6 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
☆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
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -2.4 pp -2.4 pp -1.1 pp -1.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 -0.1 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
☆TLWM CIK 0001732537 0.888 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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 BSCV). Qtrs Held counts distinct quarters this fund has actually held BSCV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSCV position size. Δ columns are the percentage-point change in BSCV'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