Signals

BTI

1090 in-universe funds with a nonzero position in BTI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24605
Score / z-0.146 / -0.19
Consensus308.80 over 613 funds
Momentum-0.04 =

Price & positioning

226 cached closes, trailing year
Drawdown-7%
Short interest+9% / 1.2d

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)
Fund Positions
Quarters Held

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 3,039.1 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 2,727.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 1,873.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
GQG Partners LLC CIK 0001697233 0.860 102 1,517.2 2.8% 5 +0.3 pp +0.2 pp +0.5 pp +1.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,245.2 0.0% 5 -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 650.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 601.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 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 476.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 456.1 1.6% 5 -0.3 pp -0.6 pp -0.6 pp -1.8 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 301.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 270.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 270.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 257.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 240.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 227.5 3.5% 4 +0.3 pp +0.0 pp -0.2 pp +3.5 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 202.0 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 189.6 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 188.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 186.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 156.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 153.5 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 149.1 0.3% 4 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 146.1 0.3% 4 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 146.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 134.4 1.3% 5 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
Maple Rock Capital Partners Inc. CIK 0001658363 0.428 51 133.8 2.6% 5 -0.4 pp -0.5 pp +0.1 pp -0.6 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 118.9 4.2% 5 +0.4 pp -0.2 pp -0.5 pp +2.1 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 106.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 97.5 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 96.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 87.0 0.4% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 74.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 66.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Avenue Partners, LP CIK 0001801265 0.565 25 64.4 2.8% 4 -0.1 pp -0.2 pp -1.1 pp +2.8 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 62.3 4.1% 5 -0.3 pp +1.0 pp +1.3 pp +1.5 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 57.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Prescott General Partners LLC CIK 0001538653 0.967 10 56.8 2.9% 5 -1.0 pp +2.0 pp +2.1 pp +2.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 54.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 53.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 50.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 50.3 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 47.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 46.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 46.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 45.2 4.9% 5 +1.8 pp +0.0 pp +0.8 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 43.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 41.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 39.7 4.5% 5 +1.0 pp +0.7 pp +0.5 pp +0.4 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 35.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 35.4 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 34.3 4.2% 5 -0.0 pp +0.2 pp +0.5 pp +0.8 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 33.8 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 32.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 31.3 0.1% 5 -0.1 pp -0.5 pp -0.6 pp -0.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 30.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 29.9 0.1% 5 -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 29.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 28.6 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 28.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 27.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 26.9 2.1% 1 +2.1 pp +2.1 pp +1.0 pp -0.9 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 24.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 24.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 23.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 23.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 22.0 0.0% 5 +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 21.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 21.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 21.2 2.4% 5 +0.2 pp -0.2 pp +0.0 pp +0.2 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 20.7 0.8% 5 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 20.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 19.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 19.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 18.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPACRIA CAPITAL PARTNERS, LLC CIK 0001927623 0.606 24 17.9 13.8% 5 +0.7 pp -0.3 pp +0.3 pp +1.4 pp
Creative Planning CIK 0001540235 0.979 4196 17.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 17.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 16.8 4.3% 5 -2.9 pp -2.9 pp -4.8 pp -5.1 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 16.5 0.7% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 16.1 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 15.9 2.0% 5 -0.6 pp +0.1 pp +0.6 pp -1.1 pp
OPAL CAPITAL LLC CIK 0002100122 0.079 136 15.9 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 14.2 0.3% 5 +0.3 pp +0.3 pp +0.0 pp +0.0 pp
VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 14.2 1.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 13.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 13.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 13.6 1.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 13.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 13.0 0.1% 5 -0.3 pp -0.4 pp -0.2 pp -0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 12.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 11.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 11.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH THOMAS W CIK 0000926688 0.684 5 11.2 9.9% 2 -13.0 pp +9.9 pp +9.9 pp +9.9 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 11.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.9 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 10.8 2.0% 5 +0.1 pp +0.0 pp +0.1 pp -0.1 pp
Dupree Financial Group, LLC CIK 0001989251 0.159 81 10.4 3.9% 5 +0.0 pp -2.1 pp -2.0 pp -2.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 10.2 2.6% 5 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
Savoir Faire Capital Management, L.P. CIK 0001710593 0.239 43 10.0 6.2% 5 +1.8 pp +2.0 pp +1.5 pp +1.5 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 9.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST SABREPOINT CAPITAL MANAGEMENT LP CIK 0001731530 0.281 20 9.9 4.2% 5 +0.6 pp +0.7 pp -2.4 pp -2.9 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 9.7 0.4% 1 +0.4 pp +0.0 pp +0.1 pp +0.1 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 9.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 9.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 8.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 8.6 0.9% 4 -0.1 pp +0.0 pp +0.5 pp +0.9 pp
Kennon-Green & Company, LLC CIK 0001963352 0.437 41 8.5 6.6% 5 -0.0 pp +0.3 pp +0.2 pp +0.8 pp
&PARTNERS CIK 0000107136 0.806 2509 8.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 8.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 8.0 0.7% 4 -0.0 pp +0.0 pp +0.2 pp +0.7 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 7.9 0.9% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 7.8 1.9% 5 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
Boston Partners CIK 0001386060 0.833 802 7.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KIZE CAPITAL LP CIK 0001798860 0.648 5 7.8 10.0% 5 -0.3 pp +0.6 pp +0.0 pp +1.7 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 7.4 1.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 7.3 0.4% 5 -0.1 pp +0.1 pp -0.0 pp -0.0 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 7.0 1.7% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 6.4 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 6.0 0.1% 1 +0.1 pp -0.8 pp +0.1 pp -1.0 pp
SALT Holding Corp. CIK 1996109 0.657 25 5.9 3.1% 3 -0.3 pp -1.1 pp +3.1 pp +3.1 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 5.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 5.1 0.0% 5 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.4 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.6 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp +0.0 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
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 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
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp -0.9 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp -0.0 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
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Contrarius Group Holdings Ltd CIK 0002054801 0.000 34 0.0 0.0% 0 -9.3 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
683 Capital Management, LLC CIK 0001404574 0.253 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.5 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 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
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +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% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 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
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth High Governance Asset Management Ltda. CIK 2111728 0.000 50 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.6 pp
Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kassira Wealth Management LLC CIK 0002095972 0.365 63 0.0 0.0% 0 +0.0 pp -3.2 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Timelo Investment Management Inc. CIK 0001851296 0.009 47 0.0 0.0% 0 -2.4 pp -3.9 pp +0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WT Asset Management Ltd CIK 0001780365 0.253 29 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Providence Wealth Advisors, LLC CIK 0001744955 0.262 84 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
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 (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