Signals

← Signals

☆IJK

1146 in-universe funds with a nonzero position in IJK within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24858
Score / z-0.454 / -0.57
Consensus351.82 over 653 funds
Momentum-0.11 =

Price & positioning

225 cached closes, trailing year
Drawdown0%
Short interest+118% / 1.0d

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 865.5 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 692.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 527.8 0.0% 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 432.1 0.0% 6 +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 251.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 242.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 236.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 224.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 223.1 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 184.7 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 178.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 173.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 147.0 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 137.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 134.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 129.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 116.6 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 115.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 85.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 80.4 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 76.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 69.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 66.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 63.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 58.9 1.7% 5 +0.0 pp +0.1 pp -0.1 pp -0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 56.8 0.8% 5 +0.0 pp +0.1 pp +0.1 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 55.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 53.5 3.0% 5 +0.3 pp +0.1 pp -0.3 pp -1.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 52.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 52.1 0.1% 6 +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 49.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 47.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 46.8 2.2% 5 +0.1 pp -0.1 pp -0.3 pp -2.2 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 46.6 8.4% 5 +1.5 pp +0.8 pp +2.1 pp +2.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 42.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 40.4 0.9% 5 +0.0 pp -0.0 pp +0.2 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 39.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 35.4 0.0% 5 -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 33.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 32.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 30.6 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 30.6 1.5% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 30.3 0.2% 2 -0.3 pp +0.2 pp +0.2 pp -0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 26.8 4.6% 5 +4.3 pp +4.4 pp +4.4 pp +4.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 25.1 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 24.7 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 24.7 0.5% 5 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 24.6 2.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 24.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 23.8 5.8% 5 +0.4 pp +1.1 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 21.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 21.5 5.8% 5 +0.3 pp +0.5 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 20.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 19.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 19.3 2.2% 5 -0.1 pp -0.7 pp -0.9 pp -1.4 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 19.2 1.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 18.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 18.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 18.4 0.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 17.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 17.7 2.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BUFFALO BUSINESS & ESTATE SERVICES LTD CIK 0002103405 0.602 105 16.8 2.1% 2 +1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 16.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 15.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 15.6 3.8% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PW Nova Financial Services LLC CIK 0002127408 0.354 208 14.4 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 13.9 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 13.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 12.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 12.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 12.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DDFG, Inc CIK 0001967640 0.535 91 12.1 2.4% 5 +0.2 pp +0.8 pp +0.7 pp +1.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 12.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 11.9 2.5% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 11.7 1.4% 5 +0.1 pp +0.2 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.6 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 11.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 10.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 10.7 6.5% 5 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 9.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OFS Enterprise LLC CIK 0002107566 0.725 106 9.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 9.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 9.2 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 9.1 0.8% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 8.7 0.8% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 8.5 3.6% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 8.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 8.3 1.0% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 7.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 7.7 2.5% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 7.5 1.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.3 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 7.2 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 7.2 2.0% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 7.1 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 7.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 7.0 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆InvesTrust CIK 0002050848 0.267 95 6.7 2.6% 5 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 6.7 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 6.7 2.6% 6 +0.2 pp +0.0 pp +0.2 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.1 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 6.1 0.1% 5 +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 6.1 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 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 5.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 5.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 5.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 5.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.9 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 5.4 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.019 351 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 5.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 5.2 3.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 5.2 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 5.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 5.2 1.3% 5 -0.7 pp -0.4 pp -0.5 pp -0.8 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 5.1 3.4% 5 +2.1 pp +2.2 pp +2.1 pp +2.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.1 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 5.0 0.6% 6 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 4.9 1.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 4.7 1.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ANB BANK CIK 0002067126 0.446 127 4.5 1.7% 6 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
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☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 4.4 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 4.3 4.8% 5 +0.1 pp +1.6 pp +1.7 pp +1.7 pp
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☆Idaho Trust Co CIK 0001568069 0.536 98 4.3 1.2% 5 -0.0 pp -0.4 pp -0.8 pp -0.4 pp
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☆LTG Capital LLC CIK 0001936987 0.796 24 4.2 2.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
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☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 3.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.8 1.4% 5 -0.2 pp -0.0 pp -0.1 pp -0.4 pp
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☆COMMERCE BANK CIK 0001009076 0.853 1332 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 3.7 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 3.6 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 3.5 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
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☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 3.3 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 3.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Summit Financial Consulting LLC CIK 0002065794 0.400 49 3.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆Somerset Group LLC CIK 0001567912 0.423 58 3.2 2.2% 5 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 3.1 1.2% 5 +0.1 pp -0.5 pp -0.4 pp -0.8 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 3.1 0.5% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
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☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 3.0 1.4% 5 +0.0 pp -0.1 pp -0.6 pp -0.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 2.9 1.7% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 2.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 2.7 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 2.5 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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
☆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
☆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
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp -1.7 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 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
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sather Financial Group Inc CIK 0001568540 0.765 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.0 0.0% 0 +0.0 pp -0.4 pp -0.8 pp -0.9 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
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 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 -0.1 pp -0.1 pp -0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.0 0.0% 0 -0.1 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 (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