Signals

BSMT

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

Flow ranking

Rank#3017
Score / z0.000 / -0.02
Consensus56.45 over 90 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)
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
Hills Bank & Trust Co CIK 0001309148 0.655 383 15.2 0.7% 4 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 6.8 0.0% 4 +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 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.8 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 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 5.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 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 4.6 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 4.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 4.1 1.1% 4 -0.2 pp -0.2 pp -0.3 pp +1.1 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 3.8 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 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
Key FInancial Inc CIK 0001801720 0.372 1356 2.6 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 2.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 2.3 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 2.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Coastline Complete Wealth LLC CIK 0002112134 0.171 55 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.3 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 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 1.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 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
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
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.7 0.0% 4 +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
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
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 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
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
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.5 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
TLWM CIK 0001732537 0.888 73 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 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 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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
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
Heritage Trust Co CIK 0001706028 0.448 313 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invariant Investment Management CIK 0001850871 0.577 68 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.4 0.1% 3 -0.1 pp -0.0 pp +0.1 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
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
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 3 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FF Advisors,LLC CIK 0002011904 0.517 123 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
River Street Advisors LLC CIK 0001964897 0.315 177 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +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
CGN Advisors LLC CIK 0001841506 0.595 322 0.2 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
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
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 0.2 0.0% 1 +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
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
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
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthAvenue LLC CIK 0002123735 0.695 314 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -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 0.1 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
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
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 1 +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
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 4 +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
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
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
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
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 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
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
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
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
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
FMR LLC CIK 0000315066 0.989 5571 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 -1.5 pp -0.7 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 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
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 BSMT). Qtrs Held counts distinct quarters this fund has actually held BSMT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSMT position size. Δ columns are the percentage-point change in BSMT'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