Signals

IJJ

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

Flow ranking

Rank#17128
Score / z0.000 / -0.01
Consensus273.70 over 503 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
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 526.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 501.4 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 464.0 0.1% 3 -0.0 pp -0.0 pp +0.1 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 312.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 281.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 245.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 176.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 138.6 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 109.4 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 105.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 104.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 92.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 88.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 87.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.8 0.0% 3 -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 57.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 55.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 54.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 45.5 2.6% 3 -0.0 pp -0.9 pp +2.6 pp +2.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 45.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 43.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 40.5 2.1% 3 -0.2 pp -2.0 pp +2.1 pp +2.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 39.0 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 38.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 35.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
World Investment Advisors CIK 0001652594 0.670 1523 33.6 0.6% 3 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 32.3 2.0% 3 -0.7 pp -2.0 pp +2.0 pp +2.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 32.1 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 31.5 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 30.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 28.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 23.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 23.8 1.1% 3 -1.8 pp -1.8 pp +1.1 pp +1.1 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 23.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 22.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 21.8 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 21.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 20.1 6.1% 3 +0.0 pp +0.0 pp +6.1 pp +6.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 18.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 18.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 17.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 16.4 5.3% 2 -2.8 pp +5.3 pp +5.3 pp +5.3 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 15.8 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 14.8 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 14.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 14.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 13.8 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 13.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 13.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 13.6 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 13.1 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 13.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 12.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 11.8 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 11.7 3.9% 3 +0.1 pp +0.2 pp +3.9 pp +3.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 11.4 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 10.8 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Dakota Wealth Management CIK 0001631353 0.544 771 10.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 10.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 9.8 1.3% 3 -0.4 pp -0.4 pp +1.3 pp +1.3 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 9.5 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 9.5 0.0% 3 +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 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 8.8 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
Causey Wealth LLC CIK 0002132639 0.489 83 8.7 4.2% 4 +0.1 pp -0.0 pp -0.5 pp +4.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 8.3 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 8.2 1.5% 3 +0.1 pp +0.0 pp +1.5 pp +1.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 8.0 1.0% 3 -0.7 pp -1.5 pp +1.0 pp +1.0 pp
InvesTrust CIK 0002050848 0.267 95 7.8 3.0% 3 +0.2 pp +0.2 pp +3.0 pp +3.0 pp
DDFG, Inc CIK 0001967640 0.535 91 7.5 1.6% 3 -0.0 pp +0.3 pp +1.6 pp +1.6 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 7.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 7.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 6.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 6.7 3.3% 3 +0.0 pp -0.1 pp +3.3 pp +3.3 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 6.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 6.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 6.5 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 6.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 6.3 4.1% 3 +0.1 pp -0.0 pp +4.1 pp +4.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 6.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 6.0 1.5% 2 +1.3 pp +1.5 pp +1.5 pp +1.5 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 5.9 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 5.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 5.8 3.9% 3 +0.0 pp +0.0 pp +3.9 pp +3.9 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 5.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 5.6 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 5.6 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 5.5 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.5 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 5.3 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 5.3 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 5.2 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 5.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 5.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 4.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 4.6 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 4.5 0.9% 3 +0.8 pp +0.0 pp +0.9 pp +0.9 pp
King Wealth Management Group CIK 0001568235 0.741 176 4.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 4.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 4.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 4.3 2.9% 3 -0.0 pp -0.2 pp +2.9 pp +2.9 pp
Sierra Capital LLC CIK 0001787274 0.509 228 4.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 4.3 1.8% 3 +0.0 pp -0.0 pp +1.8 pp +1.8 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 4.2 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 4.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 4.1 1.4% 3 -0.2 pp -0.5 pp +1.4 pp +1.4 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 4.0 2.4% 3 -0.3 pp -0.5 pp +2.4 pp +2.4 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 3.9 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
Midwest Trust Co CIK 0002077080 0.757 606 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 3.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
LTG Capital LLC CIK 0001936987 0.796 24 3.8 2.9% 3 -0.0 pp -0.2 pp +2.9 pp +2.9 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.6 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 3.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 3.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
ANB BANK CIK 0002067126 0.446 127 3.4 1.4% 4 -0.0 pp -0.2 pp -0.5 pp +1.4 pp
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JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 2.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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UMB Bank, n.a. CIK 0000933429 0.805 2303 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Axis Wealth Partners, LLC CIK 0002052531 0.189 183 2.6 1.4% 3 +0.2 pp +0.5 pp +1.4 pp +1.4 pp
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Factorial Partners, LLC CIK 0001732687 0.000 1 2.5 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
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Oxler Private Wealth LLC CIK 0001846002 0.649 93 2.4 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
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Opes Wealth Management LLC CIK 0001766918 0.574 141 2.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
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Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Cornerstone Advisory, LLC CIK 0001668189 0.651 273 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.7 0.0% 1 +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% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
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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 -0.1 pp -0.1 pp +0.0 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
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
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
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -2.3 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 0 -0.1 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
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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 -0.1 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 -0.0 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 -1.7 pp -1.7 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 -0.1 pp +0.0 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
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 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
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 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
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 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 -0.3 pp +0.0 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 0.726 172 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 0.455 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
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
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
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 -0.1 pp -0.1 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
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
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
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
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
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
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 -0.9 pp -1.1 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -0.6 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 (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