Signals

← Signals

☆IJT

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

Flow ranking

Rank#18537
Score / z0.000 / -0.02
Consensus298.41 over 550 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 567.0 0.0% 7 +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 366.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 332.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 200.0 0.3% 5 +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 195.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 188.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 164.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 148.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 136.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 98.7 0.0% 6 +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 89.9 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 86.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 72.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 64.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 62.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 62.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 59.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 55.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 53.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 50.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 45.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 44.6 2.8% 5 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 41.0 0.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 36.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 35.6 0.2% 2 -0.3 pp +0.2 pp +0.2 pp -0.6 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 35.2 2.7% 5 +0.3 pp +0.5 pp +0.4 pp +0.4 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 32.7 2.1% 5 +0.3 pp +0.1 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 32.5 0.6% 5 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 31.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 30.3 2.8% 5 +0.2 pp +0.3 pp +0.2 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 29.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 27.9 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 26.6 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 24.8 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 22.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 22.9 6.2% 5 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 22.2 0.1% 5 +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 22.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 21.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 20.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 19.8 2.8% 6 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 19.6 2.7% 5 +0.4 pp +0.4 pp +0.5 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 18.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 18.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 17.2 6.0% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 17.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 16.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 15.8 1.7% 5 +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 15.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.1 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 14.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.6 0.1% 5 +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 14.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.0 0.0% 5 +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 12.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 12.2 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 12.0 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 11.5 1.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 11.3 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.3 0.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 10.7 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 10.6 2.3% 5 +2.3 pp +2.3 pp +2.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 10.2 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 10.2 0.8% 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 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoryOne LLC CIK 0002079652 0.567 79 9.5 4.5% 2 +0.7 pp +4.5 pp +4.5 pp +4.5 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 9.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PW Nova Financial Services LLC CIK 0002127408 0.354 208 9.3 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 9.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 9.0 2.2% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 8.6 4.7% 5 +1.2 pp +1.4 pp +0.1 pp -2.3 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 8.0 1.0% 5 +0.4 pp +0.6 pp +0.5 pp +0.5 pp
☆BOKF, NA CIK 0000009634 0.752 1160 7.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 7.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 7.7 2.0% 5 +0.7 pp +0.9 pp +0.8 pp +0.6 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 7.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 7.6 2.9% 5 +0.3 pp +0.3 pp +0.2 pp -0.2 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 7.4 1.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 7.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 7.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 7.1 2.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 7.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 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 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 6.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 6.3 1.1% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 6.3 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 6.3 0.9% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor Financial Group, Inc. CIK 0002012516 0.439 103 6.0 3.3% 5 +0.4 pp +1.8 pp +1.9 pp +1.9 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 6.0 1.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 5.9 2.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 5.8 1.9% 5 +0.2 pp +0.4 pp +0.5 pp +0.2 pp
☆Veratis Advisors, Inc. CIK 0002111807 0.253 84 5.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 5.4 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 5.2 3.5% 5 +2.2 pp +2.2 pp +2.2 pp +2.3 pp
☆BFSG, LLC CIK 0001706836 0.376 765 5.2 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 5.2 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 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 5.1 0.2% 5 -0.0 pp -0.0 pp -0.3 pp -0.2 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 5.1 2.1% 6 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 5.1 3.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone Wealth Partners CIK 0001813454 0.281 63 4.8 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 4.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 4.3 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 4.1 2.3% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 4.0 1.7% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 3.9 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.9 1.4% 4 -0.1 pp +0.1 pp -0.1 pp +1.4 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 3.9 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 3.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 3.8 0.5% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 3.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆John A. Wolfe & Associates, Inc. CIK 0002118722 0.624 42 3.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 3.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 3.4 2.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 3.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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 +0.0 pp -0.1 pp -0.4 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 +0.0 pp -0.1 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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 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 -0.2 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
☆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 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 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 +0.0 pp -2.9 pp -3.2 pp -3.8 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 +0.0 pp -1.1 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 (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