Signals

☆CUSIP:084670108

1459 in-universe funds with a nonzero position in CUSIP:084670108 within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22994
Score / z-5.015 / -7.14
Consensus653.81 over 1170 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 ▾
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 0.0 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELKHORN PARTNERS LIMITED PARTNERSHIP CIK 0000928400 0.301 50 0.0 23.8% 3 -1.8 pp -2.7 pp +23.8 pp +23.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 0.0 0.5% 3 -0.2 pp -0.4 pp +0.5 pp +0.5 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 0.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pullen Investment Management, LLC CIK 0002011668 0.100 98 0.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.0 1.8% 3 -0.4 pp -0.4 pp +1.8 pp +1.8 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Granite FO LLC CIK 0002034090 0.642 171 0.0 13.3% 3 -1.1 pp -1.2 pp +13.3 pp +13.3 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 0.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.1% 2 -0.0 pp +0.1 pp -0.3 pp +0.1 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.0 1.4% 5 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 0.0 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lagoda Investment Management, L.P. CIK 0001632108 0.362 25 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.0 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆East Coast Asset Management, LLC. CIK 0001579254 0.762 67 0.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆River Street Advisors LLC CIK 0001964897 0.315 177 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 0.0 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.0 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MASTERINVEST Kapitalanlage GmbH CIK 0002075029 0.420 300 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Boothe Investment Group, Inc. CIK 0001749798 0.579 38 0.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.0 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 1.3% 3 +0.4 pp +0.4 pp +1.3 pp +1.3 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.0 1.0% 3 -0.3 pp -0.3 pp +1.0 pp +1.0 pp
☆Lincoln Capital LLC CIK 0001633862 0.657 137 0.0 7.2% 3 -0.2 pp -0.2 pp +7.2 pp +7.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆SEMPER AUGUSTUS INVESTMENTS GROUP LLC CIK 0001115373 0.751 50 0.0 10.1% 3 -0.9 pp -1.8 pp +10.1 pp +10.1 pp
☆HUTNER CAPITAL MANAGEMENT INC CIK 0000944733 0.566 43 0.0 12.9% 3 -0.2 pp -1.0 pp +12.9 pp +12.9 pp
☆ENGLISH CAPITAL MANAGEMENT LLC CIK 0002010442 0.196 35 0.0 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 0.0 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Chronos Wealth Management, LLC CIK 0001801792 0.581 38 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆BOURNE LENT ASSET MANAGEMENT INC CIK 0001128286 0.673 65 0.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 0.0 0.4% 1 +0.4 pp -0.0 pp +0.4 pp +0.4 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 0.0 1.4% 3 -0.2 pp -0.2 pp +1.4 pp +1.4 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 0.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.5% 3 -0.2 pp -0.0 pp +0.5 pp +0.5 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 3 -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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS CIK 872786 0.647 329 0.0 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 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.0 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Xcel Wealth Management, LLC CIK 0001791002 0.304 139 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 0.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 0.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Councilmark Asset Management, LLC CIK 0002022076 0.457 84 0.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ALLEN HOLDING INC /NY CIK 0000919489 0.947 10 0.0 22.8% 3 -0.7 pp -0.8 pp +22.8 pp +22.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 0.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 0.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆SAYBROOK CAPITAL /NC CIK 0001044924 0.765 42 0.0 4.1% 3 -0.2 pp -0.4 pp +4.1 pp +4.1 pp
☆CapWealth Advisors, LLC CIK 0001531809 0.480 118 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 0.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.9% 3 +0.4 pp +0.1 pp +0.9 pp +0.9 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 0.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Busey Bank CIK 0001427202 0.741 388 0.0 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 0.0 2.6% 3 -0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 6.3% 3 -0.2 pp -0.8 pp +6.3 pp +6.3 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 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
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.0 2.7% 5 -0.0 pp -0.1 pp -0.6 pp +0.8 pp
☆AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 0.0 2.8% 3 -0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orca Wealth Management, LLC CIK 0002043765 0.246 83 0.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkfeld Wealth Strategies, L.L.C. CIK 0001789382 0.542 119 0.0 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -1.8 pp -2.7 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 1.7% 3 -0.1 pp -0.8 pp +1.7 pp +1.7 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.0 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 2.3% 3 -0.1 pp +0.7 pp +2.3 pp +2.3 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 0.0 0.4% 3 -0.0 pp -0.0 pp +0.4 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 (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