Signals

← Signals

☆BTC

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-07-02 8-K Item(s) 5.02
2026-03-16 8-K Item(s) 8.01
2026-02-06 8-K Item(s) 1.01, 8.01, 9.01
2025-12-03 8-K Item(s) 8.01
2025-10-24 8-K Item(s) 8.01
2025-10-14 8-K Item(s) 5.02
2025-10-09 8-K Item(s) 1.01, 1.02, 9.01 -- negative
2025-09-26 8-K Item(s) 1.01, 9.01
2025-08-04 8-K Item(s) 5.02, 9.01
2025-06-25 8-K Item(s) 8.01

Flow ranking

Rank#1374
Score / z0.014 / 0.02
Consensus203.23 over 395 funds
Momentumnot computed

Price & positioning

224 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

Negative / total0 / 1
FiledFormItems
2026-07-02 8-K 5.02
2026-03-16 8-K 8.01
2026-02-06 8-K 1.01, 8.01, 9.01
2025-12-03 8-K 8.01
2025-10-24 8-K 8.01
2025-10-14 8-K 5.02
2025-10-09 8-K 1.01, 1.02, 9.01
2025-09-26 8-K 1.01, 9.01
2025-08-04 8-K 5.02, 9.01
2025-06-25 8-K 8.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 151.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 126.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 54.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 34.2 3.6% 2 -0.7 pp +3.6 pp +3.6 pp +3.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 30.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 27.5 7.9% 2 -1.7 pp +7.9 pp +7.9 pp +7.9 pp
☆ParaFi Capital LP CIK 0001919332 0.562 21 26.3 5.7% 2 +1.2 pp +5.7 pp +5.7 pp +5.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 15.0 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆Multicoin Capital Management, LLC CIK 0002017172 0.469 2 13.4 4.9% 2 -5.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 12.1 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 11.5 1.9% 2 +1.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 11.2 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 9.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 8.6 2.8% 2 -0.4 pp +2.8 pp +2.8 pp +2.8 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 7.7 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 7.7 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 7.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 7.3 1.7% 2 +1.3 pp +1.7 pp +1.7 pp +1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 6.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 6.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 4.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAD RIVER INVESTORS CIK 0001384484 0.798 29 4.2 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 4.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 3.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.6 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 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 3.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spahn Wealth & Retirement LLC CIK 0001949033 0.000 38 3.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 3.2 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 3.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apriem Advisors CIK 0001425165 0.679 182 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RPO LLC CIK 0001885066 0.000 17 2.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 2.2 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 2.0 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 1.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 1.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 1.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 1.3 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KIDS CAPITAL MANAGEMENT, L.P. CIK 0001909180 0.566 11 1.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 1.1 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 1.1 0.7% 3 -0.2 pp -0.0 pp +0.7 pp +0.7 pp
☆Once Capital Management, LLC CIK 0001712892 0.768 22 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gainplan LLC CIK 0001697857 0.087 60 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Metavasi Capital LP CIK 0001864835 0.092 22 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 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 BTC). Qtrs Held counts distinct quarters this fund has actually held BTC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BTC position size. Δ columns are the percentage-point change in BTC'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