Signals

← Signals

☆IJS

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

Flow ranking

Rank#22458
Score / z-0.144 / -0.22
Consensus267.31 over 486 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-36% / 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 ▾
☆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 368.8 0.0% 4 -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 352.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 150.4 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 143.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 101.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 89.2 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 84.1 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 80.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 63.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 58.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 57.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 56.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 43.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 38.3 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 36.4 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 35.8 0.0% 4 -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 34.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 34.2 0.7% 3 -0.2 pp +0.6 pp +0.7 pp +0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 33.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 32.3 12.5% 3 +0.3 pp +0.8 pp +12.5 pp +12.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 32.2 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 30.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 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 28.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.8 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 27.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 27.7 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 25.6 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 24.9 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 22.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 22.4 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 22.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 21.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 20.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 20.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 19.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 19.7 3.2% 4 +0.0 pp +0.1 pp -0.1 pp +3.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 18.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 17.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 16.1 2.8% 3 -0.0 pp -0.0 pp +2.8 pp +2.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 16.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 15.1 0.7% 3 -1.2 pp -1.1 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 14.4 2.0% 3 -0.0 pp +0.1 pp +2.0 pp +2.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 12.9 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 12.5 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 12.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 12.1 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 11.5 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 10.9 0.3% 3 -0.8 pp -0.8 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 10.1 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 10.0 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 9.7 2.5% 3 +0.0 pp +0.1 pp +2.5 pp +2.5 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 9.4 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 9.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 9.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 9.0 2.7% 3 -0.1 pp +0.0 pp +2.7 pp +2.7 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 8.9 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 8.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 8.8 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 8.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 8.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 8.1 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 8.0 3.8% 4 +0.0 pp +0.2 pp +0.0 pp +3.8 pp
☆One Day In July LLC CIK 0001823172 0.854 167 7.9 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 7.6 1.9% 3 +0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 7.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 7.1 5.3% 3 +0.1 pp +0.4 pp +5.3 pp +5.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 7.1 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 6.6 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 6.6 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 6.5 1.9% 3 -0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 6.3 2.9% 3 +0.0 pp +0.2 pp +2.9 pp +2.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.3 0.0% 3 -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 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 6.1 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 6.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 6.0 2.1% 5 +0.2 pp +0.2 pp -0.0 pp -0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 5.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆First County Bank /CT/ CIK 0001983616 0.228 169 5.9 3.1% 3 +0.2 pp +0.4 pp +3.1 pp +3.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 5.5 2.0% 3 +0.2 pp +0.0 pp +2.0 pp +2.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 5.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 5.3 1.9% 3 -0.0 pp +0.1 pp +1.9 pp +1.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 5.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 5.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 5.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 4.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 4.8 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 4.7 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 4.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 4.6 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 4.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 4.5 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 4.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 4.4 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 4.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 4.4 2.2% 3 -0.8 pp -2.2 pp +2.2 pp +2.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 4.1 3.2% 3 -0.0 pp +0.0 pp +3.2 pp +3.2 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 4.1 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 3.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 3.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 3.7 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
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☆InvesTrust CIK 0002050848 0.267 95 3.4 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
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☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 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 -0.5 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 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
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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 -1.0 pp +0.0 pp +0.0 pp
☆Polianta Ltd CIK 0001695214 0.724 86 0.0 0.0% 0 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆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
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 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
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 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
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 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 -0.2 pp -0.2 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
☆Benchmark Investment Advisors LLC CIK 0001910971 0.285 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -2.1 pp -2.1 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 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
☆Financial Advisory Corp CIK 0001813369 0.897 58 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 -0.1 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.0 0.0% 0 -0.2 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
☆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
☆CFC Planning Co LLC CIK 0001854428 0.192 70 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp -0.0 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
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 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
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 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
☆SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 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 -0.1 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 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
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 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
☆Columbus Macro, LLC CIK 0001727269 0.259 207 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 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -1.8 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 IJS). Qtrs Held counts distinct quarters this fund has actually held IJS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJS position size. Δ columns are the percentage-point change in IJS'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