Signals

← Signals

☆BTC

576 in-universe funds with a nonzero position in BTC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22506
Score / z-0.177 / -0.26
Consensus186.53 over 357 funds
Momentumno 12m return

Price & positioning

226 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

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 ▾
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 122.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 116.1 1.6% 3 -0.3 pp -0.2 pp +1.6 pp +1.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 57.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 55.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 50.2 0.3% 3 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EMORY UNIVERSITY CIK 0001377635 0.288 6 39.6 25.2% 1 +25.2 pp +25.2 pp +25.2 pp +25.2 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 31.3 3.8% 3 +0.1 pp -0.6 pp +3.8 pp +3.8 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 25.9 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 23.2 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆ParaFi Capital LP CIK 0001919332 0.562 21 20.1 5.6% 3 -0.1 pp +1.1 pp +5.6 pp +5.6 pp
☆KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 17.7 6.8% 3 -1.1 pp -2.8 pp +6.8 pp +6.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 12.0 1.6% 3 +0.0 pp +0.3 pp +1.6 pp +1.6 pp
☆EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 11.7 1.7% 3 -0.4 pp +0.1 pp +1.7 pp +1.7 pp
☆Multicoin Capital Management, LLC CIK 0002017172 0.469 2 10.2 8.9% 3 +4.1 pp -1.2 pp +8.9 pp +8.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 7.6 1.2% 3 -0.7 pp +0.4 pp +1.2 pp +1.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Wealth Planning CIK 0001823393 0.861 54 6.4 2.0% 3 -0.8 pp -1.1 pp +2.0 pp +2.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 6.2 3.4% 3 -0.8 pp -0.5 pp +3.4 pp +3.4 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 5.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Apriem Advisors CIK 0001425165 0.679 182 5.6 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 5.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 4.7 1.2% 3 -0.3 pp -0.4 pp +1.2 pp +1.2 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 4.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 3.8 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 3.8 0.7% 3 -0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 3.8 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 3.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAD RIVER INVESTORS CIK 0001384484 0.798 29 3.0 1.4% 3 -0.4 pp -0.3 pp +1.4 pp +1.4 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 3.0 1.5% 2 -0.9 pp +1.5 pp +1.5 pp +1.5 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 2.4 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.3 0.8% 3 -0.3 pp +0.2 pp +0.8 pp +0.8 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Spahn Wealth & Retirement LLC CIK 0001949033 0.000 38 2.1 1.3% 3 -0.6 pp -0.7 pp +1.3 pp +1.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 2.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 2.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 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 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 1.8 0.5% 3 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 1.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 1.5 0.3% 3 -1.3 pp -0.0 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 1.4 0.8% 3 -0.3 pp -0.2 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 1.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 1.2 0.6% 3 -0.3 pp -0.4 pp +0.6 pp +0.6 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 1.2 0.8% 3 -0.1 pp -0.4 pp +0.8 pp +0.8 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.0 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KIDS CAPITAL MANAGEMENT, L.P. CIK 0001909180 0.566 11 1.0 0.7% 3 -0.3 pp -0.3 pp +0.7 pp +0.7 pp
☆Addison Capital Co CIK 0001581465 0.464 184 1.0 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.0 0.1% 3 -0.0 pp -0.0 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 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.9 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 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 0.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 0.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Once Capital Management, LLC CIK 0001712892 0.768 22 0.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 0.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.7 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 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 0.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.0 0.0% 0 -0.1 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
☆Ovata Capital Management Ltd CIK 0001724517 0.000 43 0.0 0.0% 0 +0.0 pp -5.9 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK INVESTMENTS L P CIK 0001011443 0.226 197 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆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
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.9 pp -0.6 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -1.2 pp -0.5 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 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 +0.0 pp -0.2 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
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPO LLC CIK 0001885066 0.000 17 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 -2.8 pp -2.8 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Adalta Capital Management LLC CIK 0001698926 0.403 103 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 -0.9 pp -0.6 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Ribbit Management Company, LLC CIK 0001836733 0.864 15 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆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
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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
☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 +0.0 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Metavasi Capital LP CIK 0001864835 0.092 22 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -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
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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