Signals

BSCZ

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

Flow ranking

Rank#3000
Score / z0.000 / -0.02
Consensus41.85 over 64 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 19.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 11.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 6.0 2.3% 5 -0.1 pp -0.4 pp -0.3 pp +2.2 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 5.0 1.3% 4 +0.2 pp +0.4 pp +1.0 pp +1.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 4.3 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carroll Advisory Group, LLC CIK 0002108684 0.607 73 3.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCS Wealth Management CIK 0001798172 0.420 270 2.8 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 1.9 1.5% 4 +0.1 pp +0.1 pp +1.2 pp +1.5 pp
Ellevest, Inc. CIK 0001644128 0.537 469 1.9 0.2% 3 -0.0 pp -0.0 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 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 1.5 0.4% 4 +0.0 pp +0.0 pp +0.3 pp +0.4 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
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthAvenue LLC CIK 0002123735 0.695 314 0.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 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 0.3 0.0% 3 -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
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.2 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 0.2 0.0% 3 +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
Davis Capital Management CIK 0001811806 0.306 1270 0.2 0.1% 4 +0.0 pp +0.1 pp +0.1 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 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
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 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 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 -0.1 pp -0.1 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
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
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
Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.0 0.0% 0 -0.4 pp -0.4 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 BSCZ). Qtrs Held counts distinct quarters this fund has actually held BSCZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSCZ position size. Δ columns are the percentage-point change in BSCZ'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