Signals

← Signals

☆BSMS

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

Flow ranking

Rank#3009
Score / z0.000 / -0.02
Consensus61.67 over 103 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.0 0.0% 4 +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 9.4 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.1 0.0% 5 +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 7.0 0.0% 3 +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 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 5.8 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 4.1 1.1% 4 -0.2 pp -0.2 pp -0.4 pp +1.1 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.9 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆Coastline Complete Wealth LLC CIK 0002112134 0.171 55 3.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.7 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 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 3.4 0.6% 4 -0.3 pp -0.2 pp -0.2 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Invariant Investment Management CIK 0001850871 0.577 68 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 2.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.0 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% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.9 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.7 0.0% 3 -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 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.4 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 1.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 1.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 0.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆River Street Advisors LLC CIK 0001964897 0.314 177 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TLWM CIK 0001732537 0.888 73 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.5 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.5 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.5 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 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.3 0.0% 3 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Community Bank & Trust, Waco, Texas CIK 0001654847 0.394 168 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.2 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 3 -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
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +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% 2 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.4 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
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 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 -0.2 pp -0.2 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 BSMS). Qtrs Held counts distinct quarters this fund has actually held BSMS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSMS position size. Δ columns are the percentage-point change in BSMS'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