☆DJUN
Flow ranking
Rank#17265
Score / z0.000 / -0.00
Consensus31.37 over 57 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 10.6 | 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 | 5.5 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 4.4 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆1ST SOURCE BANK CIK 0000356264 | 0.857 | 289 | 4.2 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆REAP Financial Group, LLC CIK 0002048581 | 0.669 | 542 | 3.7 | 0.8% | 2 | -0.2 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 | 0.757 | 602 | 3.5 | 0.6% | 1 | +0.6 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 3.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 2.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Concurrent Investment Advisors, LLC CIK 0002001015 | 0.548 | 2027 | 2.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 2.8 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wood Tarver Financial Group, LLC CIK 0002059344 | 0.506 | 165 | 2.5 | 0.7% | 3 | +0.0 pp | -0.0 pp | +0.7 pp | +0.7 pp |
| ☆Tanglewood Legacy Advisors, LLC CIK 0001965616 | 0.666 | 280 | 1.8 | 0.7% | 2 | -0.0 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Arkadios Wealth Advisors CIK 0001800798 | 0.458 | 1680 | 1.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ignite Planners, LLC CIK 0001849348 | 0.326 | 422 | 1.8 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Santori & Peters, Inc. CIK 0001730959 | 0.837 | 83 | 1.7 | 0.6% | 2 | +0.0 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 1.7 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Nova Wealth Management, Inc. CIK 0002051980 | 0.124 | 570 | 1.4 | 1.0% | 3 | -0.2 pp | -0.2 pp | +1.0 pp | +1.0 pp |
| ☆Integrity Financial Corp /WA CIK 0001917704 | 0.275 | 291 | 1.3 | 0.6% | 2 | +0.0 pp | +0.6 pp | +0.6 pp | +0.6 pp |
| ☆Rockefeller Capital Management L.P. CIK 0001739439 | 0.891 | 4732 | 1.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Kovack Advisors, Inc. CIK 0001728321 | 0.312 | 1070 | 1.1 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆AlphaStar Capital Management, LLC CIK 0001633857 | 0.639 | 279 | 0.9 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 | 0.913 | 2888 | 0.9 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆StoneX Group Inc. (SNEX) CIK 0000913760 | 0.325 | 1464 | 0.9 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ameritas Advisory Services, LLC CIK 0001901275 | 0.232 | 1942 | 0.9 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 | 0.981 | 6818 | 0.9 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Apollon Wealth Management, LLC CIK 0001764387 | 0.594 | 1577 | 0.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Diversify Advisory Services, LLC CIK 0002021232 | 0.000 | 1244 | 0.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Strategic Blueprint, LLC CIK 0001767821 | 0.399 | 689 | 0.8 | 0.0% | 2 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Buck Wealth Strategies, LLC CIK 0001973259 | 0.427 | 1170 | 0.7 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Grantvest Financial Group LLC CIK 0002055216 | 0.231 | 189 | 0.7 | 0.5% | 2 | -0.1 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆Stratos Wealth Partners, LTD. CIK 0001612865 | 0.643 | 1690 | 0.7 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 | 0.185 | 935 | 0.6 | 0.7% | 1 | +0.7 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 0.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mariner, LLC CIK 0001373442 | 0.925 | 3517 | 0.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 0.6 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mutual Advisors, LLC CIK 0001694080 | 0.625 | 1377 | 0.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Brookstone Capital Management CIK 0001599584 | 0.472 | 1305 | 0.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SOA Wealth Advisors, LLC. CIK 0001849444 | 0.542 | 892 | 0.5 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 | 0.481 | 2749 | 0.5 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆First Heartland Consultants, Inc. CIK 0001428793 | 0.402 | 589 | 0.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Sunbelt Securities, Inc. CIK 0001632932 | 0.452 | 2954 | 0.5 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 | 0.246 | 152 | 0.5 | 0.3% | 2 | -0.0 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Private Advisor Group, LLC CIK 0001567755 | 0.603 | 2512 | 0.4 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 | 0.491 | 1546 | 0.4 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Sequent Planning LLC CIK 0002009724 | 0.204 | 269 | 0.4 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 | 0.425 | 246 | 0.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Lunt Capital Management, Inc. CIK 0001608034 | 0.429 | 90 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Clear Creek Financial Management, LLC CIK 0001784235 | 0.237 | 642 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 | 0.340 | 789 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 0.3 | 0.0% | 4 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 | 0.585 | 715 | 0.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Avior Wealth Management, LLC CIK 0001599868 | 0.477 | 787 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Signal Advisors Wealth, LLC CIK 0002010926 | 0.396 | 626 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Focus Financial Network, Inc. CIK 0002010942 | 0.631 | 764 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 | 0.846 | 1609 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NewEdge Wealth, LLC CIK 0001861796 | 0.721 | 1215 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 | 0.100 | 87 | 0.3 | 0.2% | 2 | +0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆NewEdge Advisors, LLC CIK 0001633516 | 0.773 | 4198 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Rehmann Capital Advisory Group CIK 0001633037 | 0.641 | 702 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LVZ, Inc. CIK 0001574408 | 0.889 | 177 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.3 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 | 0.245 | 875 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Echo Wealth Management, LLC CIK 0001846994 | 0.757 | 47 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Per Stirling Capital Management, LLC. CIK 0001689933 | 0.295 | 332 | 0.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LifeWealth Investments, LLC CIK 0002033794 | 0.416 | 136 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Sage Capital Advisors,llc CIK 0001714107 | 0.286 | 136 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Chris Bulman Inc CIK 0002032404 | 0.343 | 165 | 0.2 | 0.1% | 2 | -0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Core Wealth Partners LLC CIK 0001965078 | 0.199 | 189 | 0.2 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 | 0.956 | 4648 | 0.2 | 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% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CENTAURUS FINANCIAL, INC. CIK 0000891943 | 0.361 | 1111 | 0.1 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Spire Wealth Management CIK 0001858740 | 0.515 | 2226 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Glen Eagle Advisors, LLC CIK 0002029317 | 0.516 | 1087 | 0.1 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.1 | 0.0% | 2 | -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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆UBS Group AG (UBS) CIK 0001610520 | 0.954 | 9044 | 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% | 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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Topsail Wealth Management, LLC CIK 0002056627 | 0.821 | 297 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Anfield Capital Management, LLC CIK 0001602020 | 0.265 | 715 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Capital Investment Advisory Services, LLC CIK 0001659203 | 0.320 | 1301 | 0.0 | 0.0% | 2 | +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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 | 0.432 | 430 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 0.0 | 0.0% | 2 | -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 |
| ☆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 |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WINNACLE WEALTH LLC CIK 0002079687 | 0.197 | 137 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆OneAscent Financial Services LLC CIK 0001780985 | 0.651 | 605 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 | 0.308 | 91 | 0.0 | 0.0% | 0 | -2.8 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WT Wealth Management CIK 0001780507 | 0.246 | 138 | 0.0 | 0.0% | 0 | -0.1 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BlueChip Wealth Advisors LLC CIK 0002015578 | 0.220 | 172 | 0.0 | 0.0% | 0 | -0.2 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% | 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 | -0.5 pp | +0.0 pp | +0.0 pp |
| ☆Bison Wealth, LLC CIK 0001845251 | 0.528 | 477 | 0.0 | 0.0% | 0 | -0.3 pp | +0.0 pp | +0.0 pp | +0.0 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 |
| ☆Abound Wealth Management CIK 0001950323 | 0.745 | 1359 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆EP Wealth Advisors, LLC CIK 0001540569 | 0.877 | 1713 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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