Signals

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☆IJAN

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

Flow ranking

Rank#1427
Score / z0.022 / -0.00
Consensus47.98 over 84 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 ▾
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 30.2 8.1% 4 +6.3 pp +6.3 pp +2.6 pp +8.1 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 18.5 8.6% 4 +1.3 pp +1.5 pp +1.3 pp +8.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 5.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 4.1 2.3% 4 +0.1 pp -0.1 pp -0.3 pp +2.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 4.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 3.9 3.2% 4 +0.1 pp +0.3 pp +0.3 pp +3.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 3.2 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 3.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 2.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 2.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 2.1 0.9% 1 +0.9 pp +0.9 pp +0.0 pp +0.9 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.9 0.5% 6 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 1.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 1.4 0.8% 4 +0.0 pp +0.6 pp +0.6 pp +0.8 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.4 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 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.3 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
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.3 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.2 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.9 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.8 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 4 +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 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.6 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.5 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.5 0.3% 2 +0.2 pp +0.3 pp +0.1 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.4 0.0% 1 +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% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.3 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.3 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 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% 4 +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% 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +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% 1 +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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.2 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.9 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
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 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
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 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
☆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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -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
☆CacheTech Inc. CIK 0002013390 0.380 169 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 -0.1 pp -0.2 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 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
☆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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 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 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 (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