Signals

IJAN

99 in-universe funds with a nonzero position in IJAN within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#18982
Score / z0.000 / -0.00
Consensus24.50 over 49 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
Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 14.5 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 8.5 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 6.5 1.8% 2 -3.7 pp +1.8 pp +1.8 pp +1.8 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 4.4 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
WPWealth LLP CIK 0001950118 0.866 103 3.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 3.4 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 2.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 2.2 0.5% 4 -0.0 pp +0.4 pp +0.4 pp +0.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.6 0.0% 2 +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 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 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 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.6 0.1% 2 -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 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
Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -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
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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +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% 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
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 -0.1 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
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.1 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 IJAN). Qtrs Held counts distinct quarters this fund has actually held IJAN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJAN position size. Δ columns are the percentage-point change in IJAN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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