Signals

← Signals

☆IJJ

789 in-universe funds with a nonzero position in IJJ within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#18755
Score / z0.000 / -0.02
Consensus248.78 over 470 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 528.5 0.0% 3 -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 456.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 438.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 295.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 252.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 233.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 160.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 118.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 104.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 103.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 102.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 98.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 89.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 85.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 77.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 74.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.6 0.0% 1 +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 59.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 58.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 56.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 55.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 52.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 49.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 41.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 41.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 39.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BOKF, NA CIK 0000009634 0.752 1160 39.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 33.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 32.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 29.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 28.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 27.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 26.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 26.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 23.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 20.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 18.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 17.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 15.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 14.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 14.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 14.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 13.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 13.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 13.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 13.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.3 0.1% 1 +0.1 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 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 12.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 12.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 11.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 11.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 11.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 10.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 8.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 8.6 0.0% 1 +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 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 8.3 4.3% 2 -0.5 pp +4.3 pp +4.3 pp +4.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆InvesTrust CIK 0002050848 0.267 95 7.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 7.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 7.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 6.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 6.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 6.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 5.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 5.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 5.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆DDFG, Inc CIK 0001967640 0.535 91 5.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 5.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 5.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 5.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 5.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 4.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 4.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 4.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 3.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 3.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.6 1.8% 2 +1.7 pp +1.8 pp +1.8 pp +1.8 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 3.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANB BANK CIK 0002067126 0.446 127 3.4 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Campion Asset Management CIK 0001843492 0.531 83 3.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Members Trust Co CIK 0001677560 0.939 170 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Future Fund LLC CIK 0001911970 0.079 118 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 2.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Columbia Bank CIK 0002017259 0.353 165 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Operose Advisors LLC CIK 0001909750 0.647 522 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Opes Wealth Management LLC CIK 0001766918 0.574 141 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.0 0.0% 0 -0.2 pp -0.2 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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