Signals

BXSL

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

Flow ranking

Rank#929
Score / z0.089 / 0.11
Consensus113.38 over 209 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+98% / 2.8d ⚡

Forensics

Clean as of 2026Q2
Accrual ratio-0.040
F-score
M-score
Net issuance-78.1%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-08-12 8-K 1.01, 2.03, 9.01
2026-08-06 8-K 2.02, 9.01
2026-07-24 8-K 5.02
2026-06-18 8-K 5.02
2026-05-21 8-K 8.01, 9.01
2026-05-07 8-K 2.02, 9.01
2026-03-03 8-K 8.01, 9.01
2026-02-25 8-K 2.02, 9.01
2025-11-10 8-K 2.02, 9.01
2025-10-14 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2018-10-26 D Blackstone Secured Lending Fun

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
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 161.0 0.0% 4 +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 156.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 124.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 100.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 84.4 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 78.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 58.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 53.8 1.1% 4 -0.0 pp -0.3 pp -0.5 pp +1.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 49.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 41.8 2.0% 3 +0.1 pp -0.3 pp +2.0 pp +2.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 39.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 37.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.9 0.0% 3 -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 35.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Muzinich & Co., Inc. CIK 0001618824 0.785 38 30.8 9.7% 3 +0.5 pp +0.6 pp +9.7 pp +9.7 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 29.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 28.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 26.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 23.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARES MANAGEMENT LLC CIK 0001259313 0.823 44 21.1 1.2% 3 +0.2 pp -0.1 pp +1.2 pp +1.2 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 20.3 1.1% 3 +0.1 pp -0.2 pp +1.1 pp +1.1 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 20.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 19.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 19.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 19.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 17.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 16.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 15.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 14.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 11.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 11.1 1.1% 3 -0.0 pp -0.4 pp +1.1 pp +1.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 11.0 1.3% 3 -0.1 pp -0.4 pp +1.3 pp +1.3 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 10.6 0.9% 3 -0.4 pp -0.6 pp +0.9 pp +0.9 pp
John & Kathleen Schreiber Foundation CIK 0001910790 0.846 4 10.0 7.8% 3 +4.5 pp +3.5 pp +7.8 pp +7.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 7.9 6.8% 3 +0.7 pp -1.0 pp +6.8 pp +6.8 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 7.8 0.8% 3 +0.7 pp +0.7 pp +0.8 pp +0.8 pp
SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 7.8 1.9% 3 -0.1 pp -1.0 pp +1.9 pp +1.9 pp
M&G Plc CIK 0001802539 0.820 370 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 6.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 6.8 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 6.3 0.7% 3 -0.2 pp -0.4 pp +0.7 pp +0.7 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SFMG, LLC CIK 0001512026 0.796 334 6.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
QVT Financial LP CIK 0001290162 0.874 72 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 5.6 0.6% 3 -0.1 pp -0.4 pp +0.6 pp +0.6 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 5.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 4.9 0.8% 3 -0.1 pp -0.4 pp +0.8 pp +0.8 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 4.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 4.4 2.1% 4 +0.1 pp -0.4 pp -0.8 pp +2.1 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 4.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 4.3 0.9% 4 -0.2 pp -0.5 pp -0.7 pp +0.9 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 4.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 4.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
King Wealth Management Group CIK 0001568235 0.741 176 3.9 0.5% 3 -0.3 pp +0.4 pp +0.5 pp +0.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.7 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.6 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BigSur Wealth Management LLC CIK 0001659171 0.297 169 3.4 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
Parkwood LLC CIK 0001597823 0.291 71 3.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 3.3 0.8% 3 -0.2 pp -1.0 pp +0.8 pp +0.8 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 3.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 3.3 1.4% 3 +0.0 pp -0.4 pp +1.4 pp +1.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 3.0 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 3.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 2.9 1.8% 3 -0.2 pp -0.7 pp +1.8 pp +1.8 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bayview Asset Management, LLC CIK 0001767366 0.028 44 2.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 2.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 2.5 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 2.5 1.1% 3 -0.8 pp -0.5 pp +1.1 pp +1.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 2.2 0.9% 3 +0.0 pp -0.2 pp +0.9 pp +0.9 pp
Embree Financial Group CIK 0002020860 0.466 283 2.2 0.3% 3 -0.0 pp -0.6 pp +0.3 pp +0.3 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 2.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.1 0.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
IMMERSION CORP (IMMR) CIK 0001058811 0.730 7 2.1 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 2.0 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 2.0 0.2% 3 -0.1 pp -0.4 pp +0.2 pp +0.2 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 1.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.9 1.2% 3 +0.3 pp +0.8 pp +1.2 pp +1.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 1.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 1.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 1.7 1.4% 3 +0.0 pp -0.2 pp +1.4 pp +1.4 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Steadtrust LLC CIK 0002097595 0.161 132 1.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 1.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 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 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Hedeker Wealth, LLC CIK 0001633910 0.371 92 1.5 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.4 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 1.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 3 +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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 3 -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
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
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELCO Management Co., LLC CIK 0001690717 0.251 174 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
POTENTIA WEALTH CIK 0002052308 0.453 60 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 -0.1 pp -0.1 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
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
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 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 -0.3 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.1 pp -0.1 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -4.2 pp +0.0 pp +0.0 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 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
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 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
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.0 0.0% 0 -0.7 pp -1.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Sigma Planning Corp CIK 0001449126 0.520 1394 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.2 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
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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
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
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.6 pp -0.8 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
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BARD ASSOCIATES INC CIK 0001105907 0.296 292 0.0 0.0% 0 -0.4 pp -1.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 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
ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 0.0 0.0% 0 -1.4 pp -2.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 BXSL). Qtrs Held counts distinct quarters this fund has actually held BXSL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BXSL position size. Δ columns are the percentage-point change in BXSL'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