Signals

← Signals

☆IJK

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

Flow ranking

Rank#23330
Score / z-0.063 / -0.10
Consensus281.89 over 535 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 668.4 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 557.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 374.9 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 345.5 0.0% 2 +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 196.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 186.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 178.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 167.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 159.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 142.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 126.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 110.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 99.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 99.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 94.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 79.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 78.8 0.0% 1 +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 78.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 66.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 62.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 53.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 52.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 51.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 48.3 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 47.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 46.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BOKF, NA CIK 0000009634 0.752 1160 45.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 44.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 42.5 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 42.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 39.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 38.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 38.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 34.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 32.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 30.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 29.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 27.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 25.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 24.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 23.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 20.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 20.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 19.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.1 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 19.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 18.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 17.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 16.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 16.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 15.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 15.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 14.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 14.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 13.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 13.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 13.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 13.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 13.0 0.5% 1 +0.5 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 12.4 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 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 9.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 9.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 9.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 8.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 8.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 8.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 7.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 7.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 7.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 7.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Trust Co CIK 0001706028 0.449 313 6.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 6.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 6.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 6.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 6.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 5.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 5.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆InvesTrust CIK 0002050848 0.267 95 5.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 5.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 4.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 4.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 4.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 4.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 4.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ANB BANK CIK 0002067126 0.446 127 3.6 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 3.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 3.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 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
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 3.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 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
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +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
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 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
☆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
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 IJK). Qtrs Held counts distinct quarters this fund has actually held IJK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJK position size. Δ columns are the percentage-point change in IJK'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