Signals

← Signals

☆BSVO

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

Flow ranking

Rank#412
Score / z0.501 / 0.59
Consensus61.56 over 91 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 1,075.5 1.1% 6 +0.1 pp +0.1 pp -0.2 pp -0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 616.0 5.2% 5 +0.1 pp -0.4 pp +1.3 pp +0.4 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 50.1 12.1% 5 +0.0 pp +1.1 pp +1.2 pp +1.6 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 46.8 7.6% 5 -0.3 pp -0.1 pp -0.7 pp -0.8 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 40.5 19.2% 5 +0.6 pp +4.1 pp +3.7 pp +4.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 35.4 9.2% 5 -0.0 pp +0.6 pp +0.8 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 33.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 28.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 28.4 10.4% 5 -7.6 pp -6.6 pp -6.8 pp -5.6 pp
☆Friday Financial CIK 0002048792 0.653 108 23.3 6.2% 5 -0.5 pp +0.4 pp +0.8 pp +1.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 22.8 3.4% 5 +0.1 pp +0.5 pp +0.6 pp +0.9 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 20.8 9.6% 5 -3.1 pp -2.4 pp -2.6 pp -2.2 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 19.2 3.1% 5 +0.2 pp +0.5 pp +0.6 pp +0.7 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 18.9 7.3% 5 +0.9 pp +1.1 pp +1.8 pp +2.4 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 18.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 18.1 13.0% 2 -0.7 pp +13.0 pp +13.0 pp +13.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 17.6 15.2% 2 +0.6 pp +15.2 pp +15.2 pp +15.2 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 15.0 11.1% 5 +0.6 pp +1.2 pp +1.1 pp +1.4 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 11.6 4.2% 5 +0.2 pp +0.5 pp +0.3 pp +0.3 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 10.2 6.2% 5 -0.2 pp +0.1 pp +0.2 pp +0.7 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 9.6 4.1% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 8.0 2.7% 5 +0.1 pp +0.6 pp +0.4 pp +0.6 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 7.4 7.1% 2 +0.3 pp +7.1 pp +7.1 pp +7.1 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 7.2 5.4% 5 +0.5 pp +0.8 pp +0.4 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 6.4 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 6.0 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 5.9 6.3% 2 +0.3 pp +6.3 pp +6.3 pp +6.3 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 5.7 3.3% 5 +0.1 pp +0.4 pp +0.7 pp +1.1 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 5.7 1.1% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 5.0 0.8% 5 -0.4 pp -0.5 pp -0.7 pp -0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 4.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 4.2 1.5% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 3.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 3.1 0.4% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 2.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.3 0.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.1 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 1.6 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 1.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.2 0.3% 4 +0.0 pp -0.1 pp -0.5 pp +0.3 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 1.2 0.8% 5 -0.0 pp +0.3 pp +0.4 pp +0.5 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 1.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 1.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 0.6 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.4 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 4 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 1 +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 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 1 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intentional Wealth Strategies, LLC CIK 0002119881 0.154 68 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.3 0.0% 1 +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
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.3 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +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% 3 -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% 3 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.3 0.0% 4 -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 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 0.3 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% 2 +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 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.2 0.0% 3 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 -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% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +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% 1 +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% 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% 5 -0.0 pp +0.0 pp -0.0 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.6 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆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
☆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
☆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
☆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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 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
☆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
☆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
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 (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