Signals

← Signals

☆CUSIP:084670108

1571 in-universe funds with a nonzero position in CUSIP:084670108 within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23304
Score / z-10.794 / -9.82
Consensus701.58 over 1244 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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

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 ▾
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆STEGINSKY CAPITAL LLC CIK 0001120048 0.935 8 0.0 0.1% 4 -0.3 pp -0.3 pp -0.3 pp +0.1 pp
☆Hyperion Capital Advisors LP CIK 0001794499 0.314 67 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆HFR Wealth Management, LLC CIK 0001877822 0.482 53 0.0 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.0 2.3% 4 -0.2 pp -0.3 pp -0.5 pp +2.3 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 0.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Titiun Yejiel CIK 0002118914 0.166 39 0.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Piedmont Capital Management, LLC/NC CIK 0002108281 0.381 123 0.0 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆DODGE & COX CIK 0000200217 0.944 222 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 1.2% 4 +0.9 pp +0.6 pp +0.9 pp +1.2 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 1.2% 4 -0.1 pp -0.2 pp -0.3 pp +1.2 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Legal Advantage Investments, Inc. CIK 0001841769 0.130 77 0.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.0 0.7% 4 +0.3 pp +0.6 pp +0.6 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.0 16.1% 4 -0.6 pp -1.4 pp +1.1 pp +16.1 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 0.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.7% 4 +0.0 pp -0.3 pp -0.1 pp +0.7 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 0.0 2.4% 4 -0.1 pp -0.4 pp -0.6 pp +2.4 pp
☆Accuvest Global Advisors CIK 0001497637 0.060 78 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SP Asset Management LLC CIK 0001962086 0.688 137 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.0 0.4% 4 +0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.0 1.1% 5 -0.6 pp -0.1 pp -0.2 pp -0.5 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 0.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Maple Capital Management, Inc. CIK 0001313893 0.737 127 0.0 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 2.1% 4 -0.2 pp -0.3 pp +0.5 pp +2.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆DF DENT & CO INC CIK 0000934999 0.597 271 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.0 6.1% 4 -0.3 pp -0.3 pp -0.5 pp +6.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 0.0 1.7% 4 +0.0 pp +0.0 pp -0.0 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Trust Walden Corp CIK 0001534866 0.673 396 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Trigran Investments, Inc. CIK 0001336800 0.722 17 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆I.G.Y. Ltd CIK 0001811472 0.887 3 0.0 19.8% 4 -1.0 pp -0.7 pp -1.8 pp +19.8 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 1.6% 4 -0.6 pp -0.6 pp -0.8 pp +1.6 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 0.931 64 0.0 20.1% 4 +0.5 pp +0.7 pp +0.4 pp +20.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.0 4.5% 4 +0.1 pp -0.4 pp -0.7 pp +4.5 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 0.0 0.6% 4 -0.3 pp -0.6 pp -0.6 pp +0.6 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 0.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.0 2.6% 4 +0.1 pp +0.0 pp -0.1 pp +2.6 pp
☆Van Diest Capital, LLC CIK 0002111825 0.022 176 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PUZO MICHAEL J CIK 0001053914 0.425 66 0.0 1.9% 4 +0.0 pp -0.2 pp -0.4 pp +1.9 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Nordwand Advisors, LLC CIK 0001962713 0.363 146 0.0 0.0% 0 +0.0 pp -8.3 pp +0.0 pp +0.0 pp
☆Stephenson & Company, Inc. CIK 0002001544 0.800 50 0.0 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 1.9% 4 +0.3 pp +0.2 pp -0.0 pp +1.9 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 3.4% 4 -0.3 pp -0.6 pp -1.9 pp +3.4 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.0 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.7% 4 -0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aquamarine Zurich AG CIK 0001953324 0.870 7 0.0 15.9% 4 +0.6 pp +8.8 pp +8.9 pp +15.9 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 1.2% 5 -0.1 pp -0.2 pp -1.1 pp -1.5 pp
☆FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.0 2.7% 4 -2.0 pp -2.1 pp -2.4 pp +2.7 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Shepherd Street Advisors LLC CIK 0002110060 0.223 86 0.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nitor Capital Management LLC CIK 0002019017 0.654 24 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 2.5% 4 +0.0 pp +0.2 pp +0.2 pp +2.5 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Eschler Asset Management LLP CIK 0001910874 0.000 33 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 0.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆KP Management LLC CIK 0002036769 0.167 65 0.0 1.2% 4 -0.2 pp -0.4 pp +0.3 pp +1.2 pp
☆Graham Holdings Co Master Retirement Trust CIK 0001912699 0.957 2 0.0 84.3% 4 +0.9 pp -0.7 pp +0.4 pp +84.3 pp
☆44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.0 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
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☆RBF Capital, LLC CIK 0001134621 0.512 506 0.0 2.9% 4 +0.3 pp +0.2 pp +0.1 pp +2.9 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 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 CUSIP:084670108). Qtrs Held counts distinct quarters this fund has actually held CUSIP:084670108 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:084670108 position size. Δ columns are the percentage-point change in CUSIP:084670108'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