Signals

IJJ

1026 in-universe funds with a nonzero position in IJJ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#18539
Score / z0.000 / -0.02
Consensus294.04 over 550 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 603.9 0.0% 5 -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 589.6 0.0% 7 -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 519.6 0.1% 5 -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 352.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 330.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 286.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 205.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 167.3 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 128.2 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 113.5 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 113.5 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 99.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 93.9 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 90.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 89.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 80.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 61.3 0.0% 5 -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 59.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 49.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 49.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 48.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 48.7 2.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.9 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 41.1 1.9% 5 -0.0 pp -0.2 pp -0.4 pp -2.2 pp
BOKF, NA CIK 0000009634 0.752 1160 39.8 0.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 39.0 0.9% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 38.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 38.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 37.0 1.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 35.2 0.6% 5 +0.0 pp -0.1 pp +0.0 pp +0.6 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 34.3 1.9% 5 +0.1 pp -0.1 pp -0.8 pp -2.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 33.7 1.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 31.9 0.0% 5 -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 31.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 26.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 25.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 25.3 0.0% 5 -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 24.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 23.3 0.4% 5 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 23.1 6.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 22.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 20.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 18.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 17.5 1.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 16.4 1.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 16.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 15.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 15.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 15.0 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 14.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 14.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 13.9 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 13.8 1.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 13.7 4.2% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 13.5 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 13.1 1.9% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.1 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
PW Nova Financial Services LLC CIK 0002127408 0.354 208 12.7 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 12.5 1.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 11.8 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 11.8 0.2% 5 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 11.4 1.4% 5 +0.0 pp +0.1 pp -0.3 pp -0.3 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 10.7 2.9% 4 -0.5 pp -2.4 pp -5.2 pp +2.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.6 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 10.5 0.1% 5 -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 9.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 9.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OFS Enterprise LLC CIK 0002107566 0.725 106 9.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
LMG Wealth Partners, LLC CIK 0001965772 0.381 166 9.0 1.4% 5 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DDFG, Inc CIK 0001967640 0.535 91 8.6 1.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
Causey Wealth LLC CIK 0002132639 0.489 83 8.6 3.3% 6 +0.0 pp -0.9 pp -0.8 pp -0.9 pp
InvesTrust CIK 0002050848 0.267 95 8.4 3.2% 5 -0.1 pp +0.2 pp +0.4 pp +0.4 pp
Foundation Wealth Management, LLC CIK 0001966351 0.683 51 8.4 5.0% 5 +0.2 pp +0.8 pp +0.9 pp +0.8 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 8.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 8.1 1.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 8.1 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.0 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MidFirst Bank CIK 0002077076 0.526 943 7.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 7.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 7.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 7.4 3.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 7.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 7.1 1.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 7.0 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 6.9 1.5% 4 -0.0 pp +0.0 pp +1.3 pp +1.5 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 6.6 0.4% 5 -0.1 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 6.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 6.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 6.5 4.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 6.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 6.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 6.3 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 6.3 1.8% 5 +0.1 pp +0.5 pp +0.3 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.0 0.0% 5 -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 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 5.8 2.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 5.7 1.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 5.6 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 5.5 1.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 5.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 5.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 5.0 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 4.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
King Wealth Management Group CIK 0001568235 0.741 176 4.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 4.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 4.8 3.0% 5 +0.2 pp +0.1 pp +0.1 pp -0.2 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 4.8 1.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 4.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 4.7 2.6% 5 -0.0 pp +0.2 pp -0.1 pp -0.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.7 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 4.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 4.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 4.3 1.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 4.3 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 4.2 4.6% 5 +0.1 pp +1.5 pp +1.6 pp +1.6 pp
&PARTNERS CIK 0000107136 0.806 2509 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Bank CIK 0002017259 0.353 165 4.1 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 4.1 0.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LTG Capital LLC CIK 0001936987 0.796 24 4.1 2.8% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 4.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.0 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.9 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 3.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 3.8 2.5% 5 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 3.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ANB BANK CIK 0002067126 0.446 127 3.8 1.4% 6 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
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Campion Asset Management CIK 0001843492 0.531 83 3.6 2.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 3.6 0.2% 4 +0.1 pp -0.2 pp -0.2 pp +0.2 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Members Trust Co CIK 0001677560 0.939 170 3.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 3.4 1.7% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.3 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cooke Wealth Management, LLC CIK 0002093659 0.633 39 3.1 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 3.0 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.614 2019 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 2.9 1.2% 5 +0.8 pp +0.3 pp +0.4 pp +0.9 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.9 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 2.8 1.4% 5 +0.0 pp -0.0 pp +0.2 pp +0.4 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 2.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allegheny Financial Group CIK 0001844148 0.552 305 2.8 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 2.8 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 2.7 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 2.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.7 0.2% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.6 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 2.6 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 2.5 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
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Sierra Capital LLC CIK 0001787274 0.509 228 2.5 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 2.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Oxler Private Wealth LLC CIK 0001846002 0.649 93 2.4 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 2.4 0.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Breakwater Capital Group CIK 0001964309 0.408 374 2.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 2.4 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Sageworth Trust Co CIK 0001482688 0.943 127 2.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 2.3 0.9% 6 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.3 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Care LLC CIK 0002120450 0.479 73 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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Caldwell Trust Co CIK 0002080218 0.488 811 2.1 0.2% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Alliance Private Wealth, LLC CIK 0002109849 0.483 82 2.0 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Cornerstone Advisory, LLC CIK 0001668189 0.651 273 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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American Trust CIK 0001905128 0.729 334 2.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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C2C Wealth Management, LLC CIK 0001868903 0.341 95 1.9 1.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANCE WEALTH, LLC CIK 0001910854 0.464 137 1.9 0.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 1.8 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
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FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 1.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Berman McAleer LLC CIK 0002094332 0.753 175 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 1.6 0.3% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
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Stenger Family Office, LLC CIK 0002056106 0.507 123 1.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Keel Point, LLC CIK 0001386935 0.645 514 1.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Busey Bank CIK 0001427202 0.741 388 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Bonfire Financial CIK 0001762539 0.560 60 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Renasant Bank CIK 0001656167 0.136 141 0.4 0.2% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
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Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Community Bank & Trust, Waco, Texas CIK 0001654847 0.394 168 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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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
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 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 +0.0 pp -0.1 pp -0.1 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
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
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
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 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 +0.0 pp -0.2 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
Factorial Partners, LLC CIK 0001732687 0.000 1 0.0 0.0% 0 -1.8 pp -1.6 pp -1.7 pp -1.7 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
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
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
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
Independent Family Office, LLC CIK 0001756485 0.549 85 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.7 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
FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 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
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp -0.5 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
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
Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.1 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
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
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 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
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
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
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 0 +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% 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
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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 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
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.6 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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