Signals

← Signals

☆DXJ

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

Flow ranking

Rank#24535
Score / z-0.137 / -0.18
Consensus157.82 over 292 funds
Momentum0.04 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-3%
Short interest+5% / 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 ▾
☆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 385.4 0.0% 7 -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 261.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 110.1 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 104.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 93.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 83.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 82.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 77.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 76.7 0.5% 3 -0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 75.8 0.0% 5 -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 72.6 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 71.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 64.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinhood Asset Management, LLC CIK 0002067588 0.593 83 55.0 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 53.9 0.8% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 34.1 4.1% 5 -0.0 pp +0.6 pp +2.2 pp +2.2 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 34.0 4.2% 5 +0.2 pp +1.2 pp +1.4 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 27.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 27.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 27.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 25.0 0.5% 4 +0.1 pp -0.2 pp +0.0 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 21.8 2.2% 5 +1.8 pp -3.3 pp -3.3 pp -5.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 20.5 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 19.5 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 19.1 0.0% 5 +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 17.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 17.0 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.0 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 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 13.2 2.2% 5 -0.0 pp +0.5 pp +0.9 pp +1.3 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 13.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.2 pp
☆JBGlobal.com LLC CIK 0002051348 0.702 32 12.9 11.3% 5 -0.7 pp -2.8 pp +0.8 pp +1.4 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 12.0 1.5% 5 -0.5 pp -0.4 pp -0.1 pp +0.0 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 11.6 1.6% 5 -0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 11.4 2.4% 5 +0.3 pp +0.3 pp +0.2 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 11.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 10.6 5.6% 1 +5.6 pp -0.2 pp +1.2 pp +5.6 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 10.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 10.0 5.5% 5 +0.1 pp +2.3 pp +2.8 pp +4.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 8.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.3 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Berkeley, Inc CIK 0002051965 0.447 86 7.8 2.5% 5 +0.1 pp +0.6 pp +1.1 pp +1.5 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 7.7 2.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 6.7 4.2% 2 +0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 6.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 6.2 1.2% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 6.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warner Group LLC CIK 0002073617 0.415 129 5.9 1.5% 3 +0.3 pp +0.9 pp +1.5 pp +1.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.6 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 5.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 5.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 5.4 2.6% 5 -0.4 pp +0.2 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 4.8 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 3.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 3.8 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 3.6 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆S&CO INC CIK 0001082461 0.523 222 3.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.5 0.4% 5 -0.1 pp -0.1 pp -0.5 pp -0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Karnit Road Accident Victims Compensation Fund CIK 0002110887 0.885 17 3.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 3.1 0.6% 5 -0.1 pp +0.1 pp +0.1 pp -0.2 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 3.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 3.1 1.8% 6 +0.1 pp +0.9 pp +1.1 pp +1.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.9 0.0% 3 +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 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 2.6 1.7% 1 +1.7 pp +1.7 pp +0.0 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 2.5 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 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.4 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 2.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 2.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 2.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 2.1 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dala Group, LLC CIK 2129058 0.300 68 1.9 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 1.9 0.9% 4 +0.5 pp +0.5 pp +0.4 pp +0.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.7 0.2% 4 -0.0 pp -1.8 pp -0.0 pp +0.2 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.7 0.8% 5 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 1.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxinas Partners, LLC CIK 0001759320 0.300 149 1.6 0.6% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 1.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆NVWM, LLC CIK 0001697274 0.201 780 1.5 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 1.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 1.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.2 0.4% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -2.4 pp -2.3 pp -2.0 pp -1.9 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp -0.6 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
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.4 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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 -0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.6 pp -0.4 pp +0.0 pp +0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -6.3 pp -5.9 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -1.5 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 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
☆Navigoe, LLC CIK 0002056100 0.632 1224 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 DXJ). Qtrs Held counts distinct quarters this fund has actually held DXJ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DXJ position size. Δ columns are the percentage-point change in DXJ'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