Signals

← Signals

☆BTI

680 in-universe funds with a nonzero position in BTI within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1174
Score / z0.048 / 0.04
Consensus258.14 over 523 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

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 ▾
☆Capital International Investors CIK 0001562230 0.968 446 2,941.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 1,120.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,018.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orbis Allan Gray Ltd CIK 0001663865 0.815 97 686.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 580.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 561.8 0.0% 1 +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 253.5 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 248.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 188.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 183.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 179.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 164.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 161.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 158.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 156.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 132.2 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 130.5 0.0% 2 +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 130.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 129.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 119.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 117.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 108.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 100.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 84.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 66.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 66.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Maple Rock Capital Partners Inc. CIK 0001658363 0.428 51 63.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 53.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 50.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empyrean Capital Partners, LP CIK 0001317195 0.150 118 45.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 43.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 43.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 41.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 40.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 40.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 37.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 36.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 35.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 32.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 31.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 31.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 31.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 28.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 27.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 26.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 25.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 25.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 25.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 24.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 24.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 23.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 18.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 18.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 18.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST SABREPOINT CAPITAL MANAGEMENT LP CIK 0001731530 0.281 20 16.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 15.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆EPACRIA CAPITAL PARTNERS, LLC CIK 0001927623 0.606 24 14.9 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Dupree Financial Group, LLC CIK 0001989251 0.159 81 14.9 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 14.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 14.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 13.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 13.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prescott General Partners LLC CIK 0001538653 0.967 10 10.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 10.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savoir Faire Capital Management, L.P. CIK 0001710593 0.239 43 9.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 9.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆KIZE CAPITAL LP CIK 0001798860 0.648 5 9.2 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 8.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 7.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 7.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennon-Green & Company, LLC CIK 0001963352 0.437 41 7.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Inlet Private Wealth, LLC CIK 0001759751 0.306 133 7.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 6.5 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 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 6.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 6.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Poehling Capital Management, INC. CIK 0001730815 0.228 166 5.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 5.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MYDA Advisors LLC CIK 0001589689 0.023 143 5.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bard Financial Services, Inc. CIK 0001850858 0.569 212 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆683 Capital Management, LLC CIK 0001404574 0.253 128 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arlington Partners LLC CIK 0001389848 0.487 64 4.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Night Squared LP CIK 0002058786 0.000 69 3.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 3.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital World Investors CIK 0001422849 0.974 637 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 3.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 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
☆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
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 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 BTI). Qtrs Held counts distinct quarters this fund has actually held BTI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BTI position size. Δ columns are the percentage-point change in BTI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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