Signals

← Signals

☆IJT

893 in-universe funds with a nonzero position in IJT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#17138
Score / z0.000 / -0.02
Consensus265.22 over 487 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 461.7 0.0% 6 +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 296.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 271.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 156.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 151.3 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 149.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 149.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 125.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 77.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 69.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 53.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 50.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 49.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 47.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 39.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 37.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 36.1 2.5% 4 +0.2 pp +0.3 pp +0.2 pp +2.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 35.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 33.7 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 30.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 27.5 2.4% 4 +0.1 pp +0.1 pp +0.1 pp +2.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 27.3 0.6% 4 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 26.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 25.8 1.8% 4 -0.2 pp -0.3 pp -0.3 pp +1.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 25.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 23.7 2.6% 4 +0.1 pp -0.0 pp -0.4 pp +2.6 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 22.8 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 21.2 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 18.8 5.6% 4 +0.1 pp +0.0 pp +0.1 pp +5.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 18.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 18.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 18.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 17.5 0.5% 1 +0.5 pp +0.5 pp -0.4 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 16.2 2.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 14.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 14.8 2.3% 4 +0.0 pp +0.1 pp +0.2 pp +2.3 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 14.3 5.6% 4 +0.2 pp +0.2 pp +0.1 pp +5.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 14.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 13.7 1.7% 4 -0.0 pp -0.1 pp -0.0 pp +1.7 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 13.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 13.6 0.0% 4 +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 12.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 10.2 0.1% 4 -0.0 pp +0.0 pp +0.0 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 10.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 10.0 1.0% 4 +0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 9.9 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 9.9 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 9.2 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 9.1 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.6 0.0% 4 -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% 4 +0.0 pp -0.0 pp +0.0 pp +1.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 8.1 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.0 0.0% 4 +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 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 7.7 5.7% 4 +0.3 pp +0.6 pp +0.7 pp +5.7 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 7.6 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 7.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PW Nova Financial Services LLC CIK 0002127408 0.354 208 7.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 6.9 3.5% 4 +0.2 pp -1.1 pp -3.5 pp +3.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 6.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆StoryOne LLC CIK 0002079652 0.567 79 6.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 6.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 6.2 2.7% 4 +0.0 pp -0.0 pp -0.4 pp +2.7 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 6.1 1.1% 4 +0.1 pp +0.0 pp -0.1 pp +1.1 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 6.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BOKF, NA CIK 0000009634 0.752 1160 5.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 5.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 5.8 1.9% 4 +0.1 pp +0.1 pp +0.0 pp +1.9 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 5.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 5.5 1.6% 4 -0.0 pp -0.1 pp -0.1 pp +1.6 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 5.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.2 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 5.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 4.9 1.2% 4 +0.0 pp +0.0 pp -0.0 pp +1.2 pp
☆Taylor Financial Group, Inc. CIK 0002012516 0.439 103 4.8 2.9% 4 +1.5 pp +1.5 pp +1.5 pp +2.9 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 4.8 1.7% 4 +0.2 pp +0.3 pp +0.1 pp +1.7 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 4.8 2.3% 4 -0.1 pp -0.1 pp -0.2 pp +2.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.8 0.2% 4 -0.0 pp -0.3 pp -0.2 pp +0.2 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 4.7 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 4.4 1.3% 4 +0.2 pp +0.1 pp -0.1 pp +1.3 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.4 2.1% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 4.4 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.2 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.1 pp +1.2 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 4.2 3.2% 4 +0.0 pp -0.1 pp -0.2 pp +3.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 4.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 4.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 3.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Stone Wealth Partners CIK 0001813454 0.281 63 3.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 3.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 3.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 3.4 1.2% 4 +0.1 pp +0.1 pp +0.0 pp +1.2 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 3.3 2.0% 4 +0.1 pp +0.0 pp +0.1 pp +2.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.3 1.5% 3 +0.2 pp +0.0 pp +1.5 pp +1.5 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 3.3 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 3.2 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 3.1 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 3.1 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 3.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 3.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 2.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 2.8 1.9% 4 +0.1 pp +0.0 pp -0.0 pp +1.9 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 2.7 2.5% 4 -0.0 pp +0.0 pp -0.4 pp +2.5 pp
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☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 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
☆CHEMUNG CANAL TRUST CO CIK 0000790354 0.455 111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 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 +0.0 pp -0.3 pp -0.2 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
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 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
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 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 +0.0 pp -0.2 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 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
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 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
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.1 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
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 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
☆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
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 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 +0.0 pp -0.4 pp -0.4 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
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -2.2 pp -2.2 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Capital, Inc. CIK 0000819535 0.576 120 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 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
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.0 pp +0.0 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 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
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.0 0.0% 0 -0.2 pp -0.2 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 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 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 -0.0 pp -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 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
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp +0.0 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
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 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
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 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 -0.2 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 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 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 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
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 -2.9 pp -3.2 pp -3.8 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
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 -1.1 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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