Signals

← Signals

☆IJH

2640 in-universe funds with a nonzero position in IJH within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#34
Score / z4.678 / 6.64
Consensus774.60 over 1508 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-22% / 1.0d

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 ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 4,560.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3,864.0 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,456.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 3,149.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 2,441.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,364.4 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2,257.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,922.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,770.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,761.6 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 1,665.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,548.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,525.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,069.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1,034.2 7.2% 3 -0.1 pp -1.0 pp +7.2 pp +7.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,030.4 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 992.8 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 739.1 8.6% 3 -0.8 pp -1.2 pp +8.6 pp +8.6 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 658.1 4.2% 3 +0.2 pp +0.3 pp +4.2 pp +4.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 611.7 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 597.8 2.1% 3 +0.0 pp +0.1 pp +2.1 pp +2.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 587.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 542.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 520.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 514.3 10.6% 3 +0.2 pp +0.1 pp +10.6 pp +10.6 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 514.3 12.3% 3 +0.0 pp -0.3 pp +12.3 pp +12.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 504.4 4.0% 3 -1.1 pp -1.2 pp +4.0 pp +4.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 463.0 2.4% 3 -0.3 pp -0.2 pp +2.4 pp +2.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 462.5 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 450.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 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 435.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 397.0 5.0% 3 +1.3 pp +1.2 pp +5.0 pp +5.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 358.3 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 354.6 9.2% 3 -0.3 pp -0.5 pp +9.2 pp +9.2 pp
☆Starboard Value LP CIK 0001517137 0.869 21 346.5 6.6% 3 +0.1 pp +0.9 pp +6.6 pp +6.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 341.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 336.8 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 335.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 314.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 308.9 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 304.6 4.7% 3 -0.7 pp -1.1 pp +4.7 pp +4.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 298.6 0.4% 3 +0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 298.5 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 239.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 235.6 4.1% 3 +0.4 pp +0.4 pp +4.1 pp +4.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 228.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 218.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 214.0 4.8% 3 -0.7 pp -0.7 pp +4.8 pp +4.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 209.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 203.2 1.1% 3 +0.0 pp +0.5 pp +1.1 pp +1.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 200.2 2.7% 3 -0.1 pp -0.4 pp +2.7 pp +2.7 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 192.8 3.9% 3 +0.1 pp +0.1 pp +3.9 pp +3.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 190.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 188.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 183.2 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 175.5 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 170.6 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 164.4 6.9% 3 +0.3 pp +0.5 pp +6.9 pp +6.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 163.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 161.6 3.0% 3 -0.0 pp -0.5 pp +3.0 pp +3.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 159.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 153.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 153.0 0.6% 3 -0.7 pp -0.7 pp +0.6 pp +0.6 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 150.7 5.3% 3 +0.1 pp +0.0 pp +5.3 pp +5.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 149.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 146.6 11.1% 3 +0.1 pp -0.5 pp +11.1 pp +11.1 pp
☆Members Trust Co CIK 0001677560 0.939 170 142.9 4.7% 3 +0.0 pp -0.0 pp +4.7 pp +4.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 139.3 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 134.3 6.8% 3 -0.1 pp -0.2 pp +6.8 pp +6.8 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 129.2 9.0% 3 +0.2 pp +0.3 pp +9.0 pp +9.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 125.2 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆SWF LLC CIK 0002065728 0.943 14 123.3 12.5% 2 -0.0 pp +12.5 pp +11.9 pp +12.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 122.2 2.1% 3 +1.6 pp +1.6 pp +2.1 pp +2.1 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 121.5 5.3% 3 -0.2 pp -1.0 pp +5.3 pp +5.3 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 120.9 3.3% 3 +0.1 pp +0.2 pp +3.3 pp +3.3 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 120.2 1.6% 3 -0.2 pp -0.6 pp +1.6 pp +1.6 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 119.8 6.0% 1 +6.0 pp -0.1 pp +6.0 pp +6.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 119.1 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 118.0 2.2% 3 -0.2 pp -0.2 pp +2.2 pp +2.2 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 113.9 5.1% 3 -0.2 pp -0.2 pp +5.1 pp +5.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 113.7 0.9% 3 -0.0 pp -0.4 pp +0.9 pp +0.9 pp
☆BOKF, NA CIK 0000009634 0.752 1160 110.7 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 108.5 1.0% 3 -0.3 pp -0.3 pp +1.0 pp +1.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 106.5 4.5% 3 +0.0 pp -0.1 pp +4.5 pp +4.5 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 105.8 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 105.6 2.3% 3 -0.5 pp -1.8 pp +2.3 pp +2.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 104.2 7.1% 3 +0.1 pp +0.1 pp +7.1 pp +7.1 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 100.2 5.4% 3 -0.0 pp -0.1 pp +5.4 pp +5.4 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 99.8 4.8% 3 +0.1 pp +0.0 pp +4.8 pp +4.8 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 97.4 15.4% 3 +0.3 pp +0.4 pp +15.4 pp +15.4 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 93.7 2.9% 3 -1.7 pp -3.2 pp +2.9 pp +2.9 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 93.6 6.5% 3 +0.0 pp -0.0 pp +6.5 pp +6.5 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 93.2 6.2% 3 +0.1 pp +0.1 pp +6.2 pp +6.2 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 93.2 5.0% 3 -1.1 pp -2.5 pp +5.0 pp +5.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 92.1 12.4% 3 +1.3 pp +0.9 pp +12.4 pp +12.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 90.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 89.1 5.1% 3 -0.2 pp -0.2 pp +5.1 pp +5.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 88.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 87.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 84.0 10.6% 3 -0.0 pp -0.3 pp +10.6 pp +10.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 82.8 1.7% 3 -0.2 pp -0.2 pp +1.7 pp +1.7 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 81.7 5.0% 3 -0.2 pp -0.4 pp +5.0 pp +5.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 81.6 6.7% 3 -0.2 pp -0.1 pp +6.7 pp +6.7 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 80.0 1.7% 3 +0.0 pp +0.2 pp +1.7 pp +1.7 pp
☆FIL Ltd CIK 0000318989 0.878 1140 79.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 78.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 77.6 9.9% 3 +0.1 pp -0.6 pp +9.9 pp +9.9 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 77.4 1.0% 3 +0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 77.4 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 75.3 13.6% 3 -0.4 pp -0.8 pp +13.6 pp +13.6 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 74.9 6.0% 3 -1.9 pp -1.8 pp +6.0 pp +6.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 74.0 3.4% 3 -0.4 pp -0.6 pp +3.4 pp +3.4 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 73.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pine Ridge Advisers LLC CIK 0001845915 0.909 40 71.8 5.0% 3 +0.9 pp +1.4 pp +5.0 pp +5.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 70.6 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 70.5 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 68.9 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 68.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 67.0 3.7% 3 -0.3 pp -0.4 pp +3.7 pp +3.7 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 66.0 10.6% 3 +0.2 pp -0.0 pp +10.6 pp +10.6 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 65.5 3.0% 3 -0.2 pp -0.3 pp +3.0 pp +3.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 64.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 64.8 9.3% 3 -0.6 pp -1.5 pp +9.3 pp +9.3 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 64.4 5.9% 3 +0.0 pp +0.0 pp +5.9 pp +5.9 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 63.7 5.1% 3 -0.2 pp -0.3 pp +5.1 pp +5.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 63.6 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 62.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 62.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 62.1 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 61.4 5.4% 3 -0.2 pp -2.3 pp +5.4 pp +5.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 60.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 60.0 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 59.8 6.5% 3 +0.0 pp +0.3 pp +6.5 pp +6.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 59.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 59.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 58.5 30.2% 2 -0.3 pp +30.2 pp +30.2 pp +30.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 58.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 57.2 4.6% 4 -0.2 pp -0.3 pp +0.0 pp +4.6 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 56.7 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 55.9 10.8% 3 -0.3 pp -0.5 pp +10.8 pp +10.8 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 55.7 4.6% 3 +0.4 pp +0.6 pp +4.6 pp +4.6 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 55.7 6.1% 3 -0.4 pp -0.7 pp +6.1 pp +6.1 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 54.8 5.5% 3 -0.3 pp -0.2 pp +5.5 pp +5.5 pp
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☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.9 pp -0.4 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sather Financial Group Inc CIK 0001568540 0.765 121 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -1.1 pp -1.2 pp -1.2 pp -1.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -2.7 pp -2.6 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 +0.0 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 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 -0.4 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -7.6 pp +0.0 pp +0.0 pp
☆MCDANIEL TERRY & CO CIK 0001104366 0.709 81 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -4.6 pp -4.6 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp -7.2 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 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 IJH). Qtrs Held counts distinct quarters this fund has actually held IJH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJH position size. Δ columns are the percentage-point change in IJH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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