Signals

IJJ

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

Flow ranking

Rank#17136
Score / z0.000 / -0.02
Consensus294.97 over 536 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)
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
FMR LLC CIK 0000315066 0.989 5571 542.6 0.0% 4 +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 535.4 0.0% 6 +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 455.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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 318.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 296.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 290.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 178.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 144.6 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 122.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 109.4 1.2% 4 +0.0 pp -0.0 pp -0.0 pp +1.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 102.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 89.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 82.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 79.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 74.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 54.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 53.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 50.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 45.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 44.4 2.5% 4 -0.0 pp -0.1 pp -0.9 pp +2.5 pp
MAI Capital Management CIK 0001040197 0.725 1889 43.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 38.0 2.0% 4 -0.1 pp -0.4 pp -2.1 pp +2.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 37.6 0.9% 4 -0.0 pp +0.2 pp +0.2 pp +0.9 pp
BOKF, NA CIK 0000009634 0.752 1160 35.6 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 35.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 35.2 0.6% 4 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 33.4 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 31.1 1.8% 4 -0.2 pp -0.9 pp -2.1 pp +1.8 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 29.7 1.7% 4 -0.1 pp -0.1 pp -0.1 pp +1.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 26.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 23.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 23.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 23.1 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 21.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 21.5 0.5% 4 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 20.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 20.4 6.0% 4 -0.0 pp -0.0 pp +0.0 pp +6.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 19.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 19.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 18.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 17.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 15.7 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 14.7 1.7% 4 -0.0 pp +0.0 pp -0.1 pp +1.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 14.4 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.1 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 13.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 13.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 13.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 13.6 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 13.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 12.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 12.9 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 12.6 1.6% 4 -0.1 pp -0.1 pp -0.2 pp +1.6 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 12.4 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 12.1 4.0% 4 +0.1 pp +0.2 pp +0.3 pp +4.0 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 11.9 1.9% 4 +0.0 pp +0.0 pp -0.0 pp +1.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 11.3 2.0% 4 -0.0 pp -0.1 pp -0.2 pp +2.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 11.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
PW Nova Financial Services LLC CIK 0002127408 0.354 208 11.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 10.8 3.4% 3 -1.9 pp -4.7 pp +3.4 pp +3.4 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 10.7 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 10.6 0.2% 4 -0.0 pp -0.3 pp -0.3 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 10.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 10.1 1.3% 4 +0.0 pp -0.4 pp -0.3 pp +1.3 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 9.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 9.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 8.3 1.5% 4 -0.0 pp +0.1 pp +0.0 pp +1.5 pp
InvesTrust CIK 0002050848 0.267 95 7.9 3.3% 4 +0.3 pp +0.5 pp +0.5 pp +3.3 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 7.9 1.0% 4 -0.0 pp -0.7 pp -1.5 pp +1.0 pp
Causey Wealth LLC CIK 0002132639 0.489 83 7.8 3.3% 5 -0.9 pp -0.8 pp -0.9 pp -1.5 pp
DDFG, Inc CIK 0001967640 0.535 91 7.8 1.7% 4 +0.0 pp -0.0 pp +0.3 pp +1.7 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 7.5 1.5% 4 +0.1 pp +0.2 pp +0.2 pp +1.5 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 7.5 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 7.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 7.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 7.1 4.8% 4 +0.6 pp +0.7 pp +0.6 pp +4.8 pp
MidFirst Bank CIK 0002077076 0.526 943 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 6.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 6.7 3.2% 4 -0.2 pp -0.1 pp -0.3 pp +3.2 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 6.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 6.4 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 6.3 1.6% 4 +0.2 pp +0.1 pp +0.1 pp +1.6 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 6.3 1.5% 3 +0.0 pp +1.4 pp +1.5 pp +1.5 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.2 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.1 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 5.9 4.0% 4 +0.1 pp +0.1 pp +0.1 pp +4.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 5.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 5.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 5.7 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 5.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 5.6 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 5.5 2.0% 4 +0.0 pp +0.0 pp +0.0 pp +2.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 5.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 5.3 1.3% 1 +1.3 pp -0.1 pp +1.3 pp +1.3 pp
Idaho Trust Co CIK 0001568069 0.536 98 5.3 1.7% 4 +0.4 pp +0.1 pp -0.1 pp +1.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 5.2 1.4% 4 +0.0 pp +0.1 pp +0.0 pp +1.4 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 5.1 1.4% 4 -0.0 pp +0.0 pp -0.0 pp +1.4 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 4.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 4.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 4.6 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 4.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 4.5 0.9% 4 +0.0 pp +0.8 pp +0.0 pp +0.9 pp
King Wealth Management Group CIK 0001568235 0.741 176 4.4 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 4.3 1.9% 4 +0.0 pp +0.0 pp -0.0 pp +1.9 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 4.3 2.8% 4 -0.1 pp -0.1 pp -0.4 pp +2.8 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 4.3 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 4.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 4.2 2.6% 4 +0.2 pp -0.0 pp -0.3 pp +2.6 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 4.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 4.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.8 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 3.8 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 3.8 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
LTG Capital LLC CIK 0001936987 0.796 24 3.7 2.8% 4 -0.1 pp -0.1 pp -0.2 pp +2.8 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 3.7 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.7 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 3.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 3.6 4.6% 4 +1.4 pp +1.5 pp +1.5 pp +4.6 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 3.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ANB BANK CIK 0002067126 0.446 127 3.4 1.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.4 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 3.4 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 3.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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Sierra Capital LLC CIK 0001787274 0.509 228 2.5 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
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SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 2.1 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
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Sageworth Trust Co CIK 0001482688 0.943 127 2.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Cornerstone Advisory, LLC CIK 0001668189 0.651 273 1.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
C2C Wealth Management, LLC CIK 0001868903 0.341 95 1.9 1.6% 4 +0.0 pp +0.0 pp +0.0 pp +1.6 pp
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Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 1.8 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
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American Trust CIK 0001905128 0.729 334 1.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
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WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 1.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 0.0 0.0% 0 -1.4 pp -1.5 pp -1.8 pp -0.1 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 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
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 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
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 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
Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.2 pp -0.2 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
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 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 +0.0 pp -0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 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 -0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 0 -0.0 pp +0.0 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
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 -3.1 pp -3.4 pp -1.2 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -1.7 pp -1.7 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 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 +0.0 pp -0.1 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Advisory Team LLC CIK 0002039196 0.609 39 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -1.1 pp -1.1 pp -2.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NUANCE INVESTMENTS, LLC CIK 0001473182 0.195 52 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
Allied Investment Advisors, LLC CIK 0001729869 0.376 110 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 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 +0.0 pp -0.9 pp -1.1 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -2.5 pp -2.4 pp -2.4 pp +0.0 pp
Clarity Financial LLC CIK 0001862145 0.368 127 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 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 IJJ). Qtrs Held counts distinct quarters this fund has actually held IJJ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJJ position size. Δ columns are the percentage-point change in IJJ'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