Signals

← Signals

☆BSJS

133 in-universe funds with a nonzero position in BSJS within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#2656
Score / z0.000 / -0.00
Consensus59.48 over 107 funds
Momentumnot computed

Price & positioning

171 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 39.3 0.0% 2 +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 19.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.8 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 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 9.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 8.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.3 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 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 6.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 4.8 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 4.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 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 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 2.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 1.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.391 163 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 1.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 1.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 1.1 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 1.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.4 0.0% 2 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 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 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -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
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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 BSJS). Qtrs Held counts distinct quarters this fund has actually held BSJS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSJS position size. Δ columns are the percentage-point change in BSJS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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