Signals

← Signals

☆IJT

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

Flow ranking

Rank#17132
Score / z0.000 / -0.01
Consensus264.67 over 481 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)
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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 437.0 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 286.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 240.0 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 153.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 148.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 135.1 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 124.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 118.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 66.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 59.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 52.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 49.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 47.7 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 46.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 39.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 34.7 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 32.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 30.6 0.0% 3 -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
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 25.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 25.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 24.7 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 23.7 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 22.5 2.5% 3 -0.1 pp -0.5 pp +2.5 pp +2.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 22.3 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 18.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 18.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 18.2 5.5% 3 -0.1 pp -0.0 pp +5.5 pp +5.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 15.5 2.5% 4 -0.0 pp +0.0 pp +0.0 pp +2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 14.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 14.1 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 13.9 5.4% 3 -0.0 pp -0.1 pp +5.4 pp +5.4 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 13.8 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 13.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 13.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 13.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 11.9 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 11.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 11.2 1.9% 2 +1.8 pp +1.9 pp +1.9 pp +1.9 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 10.5 0.0% 3 +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 10.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 9.9 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 9.9 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 9.7 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 9.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Future Fund LLC CIK 0001911970 0.079 118 9.1 2.9% 3 -0.3 pp -0.9 pp +2.9 pp +2.9 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 9.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 8.5 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.4 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 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 8.0 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Lee Financial Co CIK 0001391166 0.828 162 7.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 7.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 7.5 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 7.2 5.3% 3 +0.3 pp +0.4 pp +5.3 pp +5.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 7.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 6.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 6.5 3.3% 3 -1.3 pp -3.7 pp +3.3 pp +3.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 6.2 2.6% 3 -0.1 pp -0.5 pp +2.6 pp +2.6 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 6.2 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 5.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 5.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 5.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.8 0.2% 3 -0.3 pp -0.2 pp +0.2 pp +0.2 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 5.8 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 5.3 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 5.1 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 4.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 4.9 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 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 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 4.7 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.6 2.2% 4 -0.1 pp -0.2 pp -0.3 pp +2.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 4.3 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 4.3 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 4.2 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 4.2 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.2 1.5% 3 +0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 4.1 3.2% 3 -0.1 pp -0.2 pp +3.2 pp +3.2 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 3.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 3.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 3.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 3.3 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 3.2 2.0% 3 -0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 3.2 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 3.0 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 3.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 2.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 2.8 1.5% 3 +0.6 pp +0.9 pp +1.5 pp +1.5 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 2.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆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
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.6 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mechanics Bank Trust Department CIK 0001439743 0.430 211 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 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
☆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
☆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
☆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
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -2.2 pp -2.2 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
☆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
☆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
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 IJT). Qtrs Held counts distinct quarters this fund has actually held IJT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IJT position size. Δ columns are the percentage-point change in IJT'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