Signals

← Signals

☆BSCW

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

Flow ranking

Rank#2998
Score / z0.000 / -0.02
Consensus76.99 over 134 funds
Momentumnot computed

Price & positioning

224 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 180.1 1.5% 4 -0.0 pp -0.0 pp -0.0 pp +1.5 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 99.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 91.4 0.0% 5 +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 67.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 47.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 42.7 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 39.1 3.4% 4 +0.1 pp +2.1 pp +2.1 pp +3.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 34.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 21.8 1.7% 5 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 19.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 18.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 16.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 14.9 2.0% 4 +0.3 pp +0.5 pp +0.9 pp +2.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 14.4 6.0% 3 +0.0 pp +0.1 pp +6.0 pp +6.0 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 14.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 11.5 3.3% 4 -0.2 pp -0.0 pp -0.1 pp +3.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 11.4 1.1% 6 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 10.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 9.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 8.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 7.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.5 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 7.4 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 6.0 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 5.8 1.9% 3 +0.1 pp +1.4 pp +1.9 pp +1.9 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 5.1 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 4.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 4.0 2.2% 6 +0.1 pp +0.1 pp +0.7 pp +0.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 3.7 1.0% 4 +0.1 pp +0.7 pp +0.7 pp +1.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.4 0.0% 4 +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 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 3.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.9 2.7% 3 +0.0 pp +1.9 pp +2.7 pp +2.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 2.7 0.9% 4 +0.2 pp +0.3 pp +0.3 pp +0.9 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 2.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 2.7 1.9% 4 +0.0 pp +0.1 pp +0.3 pp +1.9 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 2.6 2.1% 6 +0.3 pp +0.4 pp +0.3 pp +0.6 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 2.4 1.5% 4 -0.0 pp +0.3 pp +0.6 pp +1.5 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 1.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 1.9 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.7 0.0% 3 +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 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 1.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 1.3 0.9% 3 +0.0 pp +0.8 pp +0.9 pp +0.9 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 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
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 1.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Ark Wealth Advisors LLC CIK 0002110109 0.107 87 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 0.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.5 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 4 -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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.2 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 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆TLWM CIK 0001732537 0.888 73 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 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 -0.5 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -2.8 pp -3.9 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
☆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
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -1.4 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
☆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
☆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
☆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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 +0.0 pp -6.3 pp -4.1 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 BSCW). Qtrs Held counts distinct quarters this fund has actually held BSCW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSCW position size. Δ columns are the percentage-point change in BSCW'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