Signals

BJAN

155 in-universe funds with a nonzero position in BJAN within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#2800
Score / z0.000 / -0.02
Consensus43.24 over 81 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
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)
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
Brookstone Capital Management CIK 0001599584 0.472 1305 52.0 0.5% 5 +0.1 pp +0.5 pp +0.5 pp +0.2 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 23.2 4.0% 2 -1.2 pp +4.0 pp +4.0 pp +4.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 16.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 16.0 3.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 10.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 9.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 6.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 5.0 1.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 4.9 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 3.8 1.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 3.1 0.5% 5 -0.1 pp +0.2 pp +0.4 pp +0.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 2.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp -0.1 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 2.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp -0.1 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 2.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 2.2 1.0% 5 -0.3 pp -0.5 pp -0.6 pp -0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 1.9 1.0% 1 +1.0 pp -0.2 pp -0.1 pp -0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 1.5 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 1.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.0 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.8 0.7% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Chris Bulman Inc CIK 0002032404 0.343 165 0.8 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Firestone Capital Management CIK 0001799964 0.602 168 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.6 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ballast Rock Private Wealth LLC CIK 0002106928 0.168 192 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.6 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.5 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.2 0.1% 1 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Global Trust Wealth Management LLC CIK 0002065265 0.224 75 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 -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 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.172 321 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 4 +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
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 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% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +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
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.1 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
Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 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 -0.1 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -1.1 pp -1.4 pp -1.6 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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 BJAN). Qtrs Held counts distinct quarters this fund has actually held BJAN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BJAN position size. Δ columns are the percentage-point change in BJAN'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