Signals

← Signals

☆CUSIP:084670108

1611 in-universe funds with a nonzero position in CUSIP:084670108 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25038
Score / z-6.890 / -8.31
Consensus674.09 over 1210 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 ▾
☆Xcel Wealth Management, LLC CIK 0001791002 0.303 139 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.3% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Eschler Asset Management LLP CIK 0001910874 0.000 33 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Davis Asset Management, L.P. CIK 0001945894 0.885 85 0.0 9.2% 5 -0.7 pp +6.0 pp +6.0 pp +5.8 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MASTERINVEST Kapitalanlage GmbH CIK 0002075029 0.420 300 0.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 0.0 3.5% 2 +0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.0 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 0.0 1.7% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
☆Courant Investment Management LLC CIK 0001695426 0.812 7 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Clare Market Investments LLC CIK 0002054098 0.512 173 0.0 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.0 0.1% 5 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Group, Ltd. CIK 0002013988 0.302 106 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 0.0 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 0.0 2.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 0.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.3% 5 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆RBO & CO LLC CIK 0001162827 0.582 56 0.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 1.2% 5 -0.1 pp +0.8 pp +0.5 pp +0.8 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 0.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 0.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Bank & Trust CIK 0001692632 0.535 270 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.0 0.7% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 0.0 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.4 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆IAT REINSURANCE CO LTD. CIK 0001633625 0.039 77 0.0 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Rubicon Global Capital Ltd CIK 0002055276 0.820 12 0.0 3.6% 5 -0.4 pp +1.0 pp +1.4 pp +2.1 pp
☆Wallace Capital Management Inc. CIK 0001459754 0.837 77 0.0 0.3% 5 -0.8 pp -0.9 pp -1.0 pp -1.1 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 0.0 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 0.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.8 pp -0.8 pp -0.9 pp -0.9 pp
☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 1.5% 5 -0.2 pp -0.3 pp -1.0 pp -1.3 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Iowa State Bank CIK 0001546967 0.467 118 0.0 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 0.0 0.9% 6 -0.2 pp -0.9 pp -0.3 pp -0.4 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆AVENIR CORP CIK 0001033475 0.849 79 0.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steamboat Capital Partners, LLC CIK 0001635663 0.148 59 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.0 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 1.2% 5 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Orca Wealth Management, LLC CIK 0002043765 0.246 83 0.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. CIK 0001282197 0.836 13 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
☆Nitor Capital Management LLC CIK 0002019017 0.653 24 0.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.8% 5 +0.1 pp +0.1 pp -0.3 pp -0.9 pp
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 0.0 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 0.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 0.0 2.6% 5 +0.1 pp -0.0 pp +1.7 pp +0.1 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.8% 5 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆BNP PARIBAS CIK 872786 0.647 329 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆X-Square Capital, LLC CIK 0001729300 0.158 176 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.0 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. CIK 0002110760 0.710 44 0.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 0.0 0.4% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Van Diest Capital, LLC CIK 0002111825 0.022 176 0.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 0.0 1.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.0 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 6.0% 5 -1.0 pp -1.3 pp -2.1 pp -2.3 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.0 2.9% 2 -0.1 pp +2.9 pp -0.8 pp -0.8 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 1.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 0.0 0.3% 5 -0.1 pp -0.5 pp -0.5 pp -0.5 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 0.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.0 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trigran Investments, Inc. CIK 0001336800 0.721 17 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 1.3% 5 -0.3 pp -0.1 pp -0.2 pp +0.1 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 0.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
☆EDGAR LOMAX CO/VA CIK 0001013538 0.596 58 0.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DURANTE & WATERS, LLC CIK 0001666582 0.762 31 0.0 3.4% 5 -0.2 pp -0.3 pp -0.4 pp -0.6 pp
☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 0.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 0.0 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 0.0 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Broyhill Asset Management, LLC CIK 0001966057 0.176 77 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp -2.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Terra Nova Asset Management LLC CIK 0001658652 0.114 93 0.0 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 51.6% 2 -2.2 pp +51.6 pp +51.6 pp -3.7 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.0 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bulldog Investors, LLP CIK 0001504304 0.136 225 0.0 1.6% 3 +0.0 pp +1.1 pp +1.6 pp +1.6 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 0.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.0 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 5 -0.0 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 -0.9 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 0.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RWWM, Inc. CIK 0001507683 0.886 40 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.0 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 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
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.0 0.2% 5 -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 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 (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