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☆CUSIP:09257WAE0

78 in-universe funds with a nonzero position in CUSIP:09257WAE0 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#5681
Score / z0.000 / -0.02
Consensus31.94 over 52 funds
Momentumnot computed

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.
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 ▾
☆DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 0.0 1.0% 5 +0.1 pp +0.0 pp -0.1 pp -0.4 pp
☆PIPER SANDLER & CO. CIK 0000724683 0.035 19 0.0 6.6% 1 +6.6 pp +5.7 pp +6.6 pp +6.6 pp
☆Kohlberg Kravis Roberts & Co. L.P. CIK 0001399770 0.972 99 0.0 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.8% 1 +0.8 pp +0.1 pp +0.2 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
☆CORBYN INVESTMENT MANAGEMENT INC/MD CIK 0000919538 0.345 66 0.0 4.2% 5 -0.6 pp -0.3 pp -0.3 pp -0.9 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ares Systematic Credit Ltd CIK 0002135379 0.004 242 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Ayrshire Capital Management LLC CIK 0001801563 0.148 50 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 5 +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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Asset Management Company, LLC CIK 0001138897 0.000 10 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 0.171 219 0.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp -0.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 0.0 0.0% 1 +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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.0 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 5 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆Clare Market Investments LLC CIK 0002054098 0.513 173 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.1% 5 -0.1 pp -0.6 pp -0.6 pp -0.5 pp
☆Eagle Point Credit Management LLC CIK 0001607203 0.633 13 0.0 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 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
☆Benefit Street Partners LLC CIK 0001543160 0.286 21 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZAZOVE ASSOCIATES LLC CIK 0001009012 0.043 139 0.0 0.0% 4 -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
☆Left Brain Wealth Management, LLC CIK 0001957370 0.063 99 0.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.0 0.0% 3 -0.0 pp -0.0 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
☆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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.0 0.3% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 0.0 0.0% 4 -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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 0.556 138 0.0 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 3 -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:09257WAE0). Qtrs Held counts distinct quarters this fund has actually held CUSIP:09257WAE0 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:09257WAE0 position size. Δ columns are the percentage-point change in CUSIP:09257WAE0'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