Signals

← Signals

☆DJAN

142 in-universe funds with a nonzero position in DJAN within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1712
Score / z0.002 / -0.02
Consensus45.40 over 87 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 51.3 3.1% 4 +1.2 pp +1.2 pp +1.1 pp +3.1 pp
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 28.9 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 9.2 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 6.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 5.3 1.1% 4 -0.6 pp -0.9 pp -1.1 pp +1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 5.0 1.5% 4 -0.2 pp -0.7 pp -0.5 pp +1.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 3.0 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.3 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 2.1 0.6% 5 +0.1 pp -0.0 pp +0.0 pp -1.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 1.9 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 1.6 1.2% 4 -0.1 pp -0.2 pp -0.7 pp +1.2 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 1.6 0.5% 4 +0.4 pp +0.3 pp +0.3 pp +0.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 1.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.8 0.4% 4 +0.2 pp +0.2 pp +0.1 pp +0.4 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.8 0.2% 4 -0.3 pp +0.0 pp -0.0 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.5 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.5 0.2% 4 +0.0 pp +0.0 pp -1.0 pp +0.2 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.4 0.3% 4 +0.0 pp +0.0 pp -0.2 pp +0.3 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.4 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.4 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.3 0.1% 4 -0.0 pp -0.6 pp -0.7 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 0.3 0.1% 1 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.3 0.2% 1 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.3 0.0% 4 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -4.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.2 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 -0.0 pp -0.1 pp -0.1 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% 2 -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
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -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
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -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 DJAN). Qtrs Held counts distinct quarters this fund has actually held DJAN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DJAN position size. Δ columns are the percentage-point change in DJAN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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