Signals

← Signals

☆FJUL

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

Flow ranking

Rank#16014
Score / z0.000 / -0.02
Consensus38.12 over 78 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.
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 ▾
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 7.7 1.5% 4 -0.1 pp -0.2 pp +0.1 pp +1.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 6.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 5.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 5.4 1.6% 4 -0.2 pp -0.8 pp -0.6 pp +1.6 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 5.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.2 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.6 0.8% 1 +0.8 pp -0.1 pp -0.2 pp +0.8 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 3.1 0.7% 4 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.7 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 1.8 1.3% 2 -0.1 pp +1.3 pp +0.0 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 1.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 1.5 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.4 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 1.4 0.9% 6 -0.1 pp -0.2 pp +0.2 pp -0.2 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.4 0.7% 4 -0.1 pp -0.0 pp +0.1 pp +0.7 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.9 0.7% 5 -0.4 pp -1.1 pp -1.3 pp -1.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.8 0.1% 2 -0.0 pp +0.1 pp -0.4 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.7 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 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 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.6 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.5 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Griffith & Werner, Inc. CIK 0002057200 0.308 71 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.4 0.1% 4 -0.4 pp -0.4 pp -0.4 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.4 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.3 0.1% 4 -0.3 pp -7.0 pp -6.8 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 0.3 0.0% 6 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 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
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 4 -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% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Bravera Wealth CIK 0002126773 0.454 352 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 3 -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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 3 +0.0 pp -0.4 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 -0.1 pp -0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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
☆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
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -1.2 pp -1.4 pp -1.5 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -3.5 pp -3.5 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 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
☆VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆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
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 -3.2 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 -0.1 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 -0.6 pp -0.7 pp -0.8 pp +0.0 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 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
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 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 FJUL). Qtrs Held counts distinct quarters this fund has actually held FJUL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FJUL position size. Δ columns are the percentage-point change in FJUL'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