Signals

FJAN

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

Flow ranking

Rank#17350
Score / z0.000 / -0.02
Consensus44.99 over 91 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
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 32.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 16.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 16.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 16.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First International Bank of Israel Ltd. CIK 0002081196 0.462 69 10.5 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 8.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 7.7 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 6.5 1.1% 5 -0.1 pp +0.4 pp +0.3 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.4 0.1% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 5.2 0.6% 3 -0.0 pp -0.4 pp +0.6 pp -2.4 pp
SMART Wealth LLC CIK 0002044723 0.032 222 4.8 1.0% 5 -0.6 pp -0.7 pp -1.3 pp -1.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 4.4 2.8% 2 -0.7 pp +2.8 pp +2.8 pp +2.8 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 4.4 1.8% 6 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.8 0.1% 5 -0.0 pp +0.1 pp +0.0 pp -0.1 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 3.6 1.7% 5 +0.0 pp +0.6 pp +0.7 pp +0.6 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1776 Wealth LLC CIK 0001803140 0.442 152 3.2 1.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.9 0.5% 2 -0.0 pp +0.5 pp -0.1 pp -0.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.5 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Maia Wealth LLC CIK 0002010858 0.212 354 2.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 2.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.7 0.9% 7 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.6 0.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 1.5 0.5% 5 -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 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -1.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 1.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.0 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 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 1.0 0.5% 2 +0.0 pp +0.5 pp +0.1 pp +0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Midwest Financial Network, LLC CIK 2137280 0.120 105 0.8 0.5% 6 -0.2 pp -0.6 pp -1.2 pp -1.5 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chris Bulman Inc CIK 0002032404 0.343 165 0.7 0.3% 4 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.7 0.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 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 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.5 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.3 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 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
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 3 +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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.3 0.1% 2 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 2 -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 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 4 -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
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 -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
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +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% 5 -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
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 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
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
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 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
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.9 pp -1.1 pp -1.1 pp -1.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +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 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 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
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
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 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
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 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
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 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 FJAN). Qtrs Held counts distinct quarters this fund has actually held FJAN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FJAN position size. Δ columns are the percentage-point change in FJAN'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