Signals

← Signals

☆IYJ

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

Flow ranking

Rank#17394
Score / z0.000 / -0.02
Consensus133.21 over 235 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 115.1 0.0% 6 -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 66.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 56.9 0.9% 4 +0.2 pp +0.2 pp -0.1 pp +0.9 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 53.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 46.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 34.4 6.7% 4 +0.3 pp +1.1 pp +2.8 pp +6.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 16.3 1.7% 6 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 14.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 12.3 2.2% 4 +0.2 pp +0.1 pp +0.0 pp +2.2 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 9.6 0.1% 4 -0.4 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 9.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 7.8 1.1% 4 +0.0 pp +0.1 pp +0.0 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial Consulting LLC CIK 0002065794 0.400 49 7.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 6.5 3.0% 4 +0.8 pp +0.9 pp +0.8 pp +3.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 5.7 1.5% 4 +0.1 pp +0.1 pp -0.1 pp +1.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.5 0.0% 4 +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 5.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 5.0 1.4% 4 -0.2 pp -0.4 pp -0.5 pp +1.4 pp
☆Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 4.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 4.8 2.3% 4 -0.1 pp -0.1 pp -0.4 pp +2.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.7 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 3.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adirondack Capital Advisors, LLC CIK 0002107623 0.722 45 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 3.0 2.0% 4 -0.2 pp -0.5 pp -0.5 pp +2.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 2.8 1.4% 4 -0.0 pp +0.0 pp -0.0 pp +1.4 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 2.8 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.8 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 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 2.6 0.0% 3 +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 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westwind Capital CIK 0001729269 0.056 77 2.2 0.5% 4 +0.0 pp +0.0 pp +0.3 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.1 1.4% 4 -0.0 pp +0.0 pp +0.1 pp +1.4 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 2.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.1 0.5% 5 -0.2 pp -0.1 pp -0.2 pp +0.3 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 2.0 0.4% 4 +0.0 pp -0.3 pp -0.5 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 1.8 0.7% 4 +0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆Essex LLC CIK 0001889147 0.576 180 1.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 1.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ridge Creek Global, Inc CIK 0002111429 0.266 94 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.3 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.3 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 1.2 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.1 0.3% 4 +0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 1.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.9 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.7 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeshore Capital Group, Inc. CIK 0002057465 0.297 74 0.6 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bradley & Co. Private Wealth Management, LLC CIK 0001861678 0.614 221 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.609 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
☆Concord Wealth Partners CIK 0001814214 0.457 885 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 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
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆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
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 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
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 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
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 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
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 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
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 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
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 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
☆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
☆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
☆Spire Wealth Management CIK 0001858740 0.515 2226 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 +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 IYJ). Qtrs Held counts distinct quarters this fund has actually held IYJ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IYJ position size. Δ columns are the percentage-point change in IYJ'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