Signals

← Signals

☆BSJR

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

Flow ranking

Rank#933
Score / z0.100 / 0.10
Consensus60.88 over 108 funds
Momentum-0.27 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest+157% / 1.0d ⚡

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 ▾
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 53.5 6.6% 4 -0.6 pp -0.0 pp +2.2 pp +6.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 47.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.1 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 31.9 0.0% 6 -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 27.8 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 25.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 17.2 0.4% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 15.9 0.4% 5 -0.3 pp -0.3 pp -0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 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 12.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 10.6 1.0% 4 +0.3 pp +0.7 pp +1.0 pp +1.0 pp
☆Altium Investment Strategies LLC CIK 0002131949 0.300 20 10.6 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 10.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 10.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 8.2 1.7% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 8.1 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 8.0 1.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 8.0 1.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆BANTA ASSET MANAGEMENT LP CIK 0001426960 0.736 20 7.4 6.6% 2 -0.8 pp +6.6 pp +6.6 pp +6.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 7.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 6.9 0.7% 6 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 6.7 0.9% 3 +0.0 pp +0.8 pp +0.9 pp +0.9 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 5.3 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 4.7 1.7% 5 -0.0 pp +0.0 pp +0.5 pp +0.6 pp
☆Ark Wealth Advisors LLC CIK 0002110109 0.107 87 4.6 4.1% 2 -1.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 4.4 3.0% 5 -0.3 pp +0.1 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Street Advisors LLC CIK 0001964897 0.315 177 3.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 3.6 2.1% 5 +0.3 pp +0.6 pp +1.1 pp +1.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sidoxia Capital Management, LLC CIK 0002132534 0.195 88 3.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.2 1.0% 5 -0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.0 0.0% 5 -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 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 2.0 0.5% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 2.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 1.7 0.4% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Collaborative Fund Advisors, LLC CIK 0002132074 0.006 182 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 1.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 1.4 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 1.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 1.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.7 0.5% 4 -1.2 pp -1.3 pp -1.4 pp +0.5 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.7 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.7 1.0% 4 +0.1 pp +0.2 pp +0.5 pp +1.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 0.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.6 0.3% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.6 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 0.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.5 0.3% 5 -0.2 pp -0.0 pp +0.0 pp -0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 0.3 0.1% 5 -0.0 pp -0.0 pp -1.0 pp -1.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 0.2 0.1% 5 -0.0 pp -0.0 pp -1.0 pp -1.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.2 0.0% 5 +0.0 pp -0.0 pp -0.2 pp -0.4 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
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 4 -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
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 5 -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
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 5 -0.0 pp -0.0 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 -2.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 0 -1.8 pp -1.8 pp -1.3 pp -0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp -2.0 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 BSJR). Qtrs Held counts distinct quarters this fund has actually held BSJR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BSJR position size. Δ columns are the percentage-point change in BSJR'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