Signals

GJUN

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

Flow ranking

Rank#16434
Score / z0.000 / -0.02
Consensus33.32 over 68 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
Cetera Investment Advisers CIK 0001666741 0.909 4863 14.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 10.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 10.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First International Bank of Israel Ltd. CIK 0002081196 0.462 69 7.9 2.3% 3 -1.5 pp -2.1 pp +2.3 pp +2.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 4.3 3.2% 4 +0.2 pp +0.2 pp -1.7 pp +3.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 3.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 3.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.7 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 1.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.4 0.3% 4 -0.8 pp -0.0 pp -0.0 pp +0.3 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 1.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 1.3 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Archer Investment Corp CIK 0001803804 0.301 1254 1.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 1.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Nvest Financial, LLC CIK 0001915315 0.259 150 1.1 0.4% 4 -0.0 pp -0.2 pp -0.1 pp +0.4 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 1.0 0.2% 4 -0.1 pp -0.4 pp -0.4 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 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 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.6 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.6 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Santori & Peters, Inc. CIK 0001730959 0.837 83 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.3 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
1776 Wealth LLC CIK 0001803140 0.442 152 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chris Bulman Inc CIK 0002032404 0.343 165 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 4 +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
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 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 0.2 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.1 0.0% 4 -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% 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 4 -0.4 pp -0.5 pp -0.6 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 1 +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
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 3 -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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 3 -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
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 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
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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
AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 -0.9 pp -0.9 pp -1.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.1 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
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.2 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 -0.2 pp -0.2 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -1.4 pp -1.5 pp -1.7 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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 -0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +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 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
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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 GJUN). Qtrs Held counts distinct quarters this fund has actually held GJUN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GJUN position size. Δ columns are the percentage-point change in GJUN'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