Signals

← Signals

☆BSVO

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

Flow ranking

Rank#1140
Score / z0.064 / 0.04
Consensus50.08 over 77 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 945.2 1.1% 5 +0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 510.7 5.1% 4 -0.5 pp +1.2 pp +0.4 pp +5.1 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 46.1 18.0% 4 +1.0 pp +0.8 pp +2.1 pp +18.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 43.3 12.0% 4 +1.1 pp +1.2 pp +1.6 pp +12.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 41.0 7.9% 4 +0.2 pp -0.4 pp -0.5 pp +7.9 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 32.4 18.6% 4 +3.5 pp +3.1 pp +3.5 pp +18.6 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 31.0 9.3% 4 +0.6 pp +0.9 pp +0.9 pp +9.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 20.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 19.8 3.4% 4 +0.4 pp +0.6 pp +0.8 pp +3.4 pp
☆Friday Financial CIK 0002048792 0.653 108 19.6 6.7% 4 +0.9 pp +1.3 pp +1.6 pp +6.7 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 18.2 12.7% 4 +0.7 pp +0.4 pp +0.9 pp +12.7 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 16.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 15.8 2.9% 4 +0.3 pp +0.4 pp +0.5 pp +2.9 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 15.7 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 14.6 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 13.6 6.4% 4 +0.1 pp +0.8 pp +1.5 pp +6.4 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 13.3 10.5% 4 +0.6 pp +0.5 pp +0.8 pp +10.5 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 10.1 4.1% 4 +0.3 pp +0.2 pp +0.1 pp +4.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 9.5 6.4% 4 +0.3 pp +0.4 pp +0.9 pp +6.4 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 8.5 4.1% 4 +0.3 pp +0.3 pp +0.3 pp +4.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 6.8 2.6% 4 +0.5 pp +0.2 pp +0.5 pp +2.6 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 6.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 6.2 4.9% 4 +0.4 pp -0.0 pp +0.1 pp +4.9 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 5.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 5.6 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 5.5 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 5.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 4.8 3.2% 4 +0.4 pp +0.7 pp +1.0 pp +3.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 4.7 1.2% 4 -0.1 pp -0.3 pp -0.2 pp +1.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 4.6 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 4.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 3.7 1.5% 4 +0.1 pp +0.1 pp +0.2 pp +1.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 2.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 2.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.1 0.1% 4 -0.1 pp -0.3 pp -0.3 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 2.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.8 0.7% 4 +0.1 pp -0.0 pp +0.0 pp +0.7 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 1.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 1.1 0.8% 4 +0.3 pp +0.4 pp +0.5 pp +0.8 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.1 0.3% 3 -0.1 pp -0.5 pp +0.3 pp +0.3 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 1.0 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.4 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 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 0.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 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 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 3 +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
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.1 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
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 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
☆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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 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
☆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
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 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 BSVO). Qtrs Held counts distinct quarters this fund has actually held BSVO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSVO position size. Δ columns are the percentage-point change in BSVO'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