Signals

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☆BUXX

87 in-universe funds with a nonzero position in BUXX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1067
Score / z0.079 / 0.05
Consensus24.59 over 47 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆Rockport Wealth LLC CIK 0002022866 0.430 110 74.6 13.6% 4 +7.7 pp +8.7 pp +13.5 pp +13.6 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 36.9 2.7% 4 -0.7 pp -1.1 pp -1.5 pp +2.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 21.3 4.2% 4 +0.4 pp -0.7 pp -1.5 pp +4.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 9.6 6.6% 5 +0.9 pp +1.2 pp +1.0 pp +1.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 4.8 3.1% 4 +0.0 pp -0.2 pp -0.6 pp +3.1 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 4.7 2.3% 4 -0.0 pp -0.0 pp -0.7 pp +2.3 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 4.3 1.6% 2 +1.3 pp +1.6 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.3 0.3% 4 -0.2 pp -0.8 pp -1.1 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 3.1 1.3% 4 +1.2 pp +1.2 pp +1.1 pp +1.3 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 2.7 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 2.5 0.3% 4 -0.1 pp -0.2 pp -3.8 pp +0.3 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.8 0.5% 6 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 1.7 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 1.2 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 1.0 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.8 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.7 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CLG LLC CIK 0002059872 0.428 156 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.5 0.5% 2 -0.4 pp +0.5 pp -1.3 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.5 0.4% 4 -0.3 pp -0.2 pp -0.4 pp +0.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Estate Planners Group, LLC CIK 0002118977 0.584 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 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 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.0 0.0% 0 +0.0 pp -0.6 pp -0.8 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 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
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 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 BUXX). Qtrs Held counts distinct quarters this fund has actually held BUXX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BUXX position size. Δ columns are the percentage-point change in BUXX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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