Signals

← Signals

☆J

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

Flow ranking

Rank#17377
Score / z0.000 / -0.01
Consensus298.86 over 549 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1,809.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,274.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 975.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 599.5 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 447.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 424.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 418.1 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 350.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 325.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 323.1 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 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 258.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 230.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 225.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 196.0 0.3% 3 -0.3 pp -0.2 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 177.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 170.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 152.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 141.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 114.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 113.0 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 107.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 106.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 102.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 99.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 99.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 99.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆L1 Capital International Pty Ltd CIK 0002009023 0.808 21 95.8 5.0% 3 +0.1 pp -0.6 pp +5.0 pp +5.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 95.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 90.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 83.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 76.5 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 76.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 75.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 70.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 62.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 62.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 62.1 0.0% 5 -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 57.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 55.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 54.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 47.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 47.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 44.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tredje AP-fonden CIK 0001650290 0.789 424 43.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 43.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 43.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 41.1 2.9% 3 +0.1 pp +0.3 pp +2.9 pp +2.9 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 40.5 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 36.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 36.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 36.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robeco Schweiz AG CIK 0001418427 0.613 126 35.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 35.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 34.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 33.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 0.529 99 33.7 2.5% 3 -0.3 pp -0.1 pp +2.5 pp +2.5 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 33.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 33.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 33.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 30.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 30.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 30.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 30.0 1.5% 3 -0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 29.1 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 27.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 27.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 26.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 24.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 24.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 23.5 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 22.2 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 21.4 1.6% 3 -0.2 pp -0.1 pp +1.6 pp +1.6 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 20.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 19.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 18.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 18.6 3.2% 3 -0.5 pp -0.2 pp +3.2 pp +3.2 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 18.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 18.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 17.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 17.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 17.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 16.7 3.0% 3 -0.5 pp -0.2 pp +3.0 pp +3.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 16.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 16.1 0.0% 3 -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 15.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 15.6 1.6% 3 -0.3 pp -0.1 pp +1.6 pp +1.6 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 15.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 15.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 15.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 15.0 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 14.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 14.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 14.3 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 14.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 14.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 13.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 13.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Running Oak Capital LLC CIK 0001803994 0.162 59 13.8 1.7% 3 -0.2 pp -0.1 pp +1.7 pp +1.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 13.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 13.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆North Growth Management Ltd. CIK 0001745796 0.569 48 12.6 2.0% 3 -0.2 pp -0.3 pp +2.0 pp +2.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 11.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.609 244 11.2 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 10.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Incline Global Management LLC CIK 0001567195 0.000 20 10.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 10.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Two Point Capital Management, Inc. CIK 0001962382 0.492 30 10.2 4.1% 2 -0.5 pp +4.1 pp +4.1 pp +4.1 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 10.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 10.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 10.1 0.9% 3 -0.4 pp -0.3 pp +0.9 pp +0.9 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 10.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 10.0 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 10.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 9.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 8.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 8.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 8.6 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 8.5 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAHN CAPITAL MANAGEMENT LLC CIK 0001171592 0.359 31 8.3 4.5% 3 -0.3 pp +0.2 pp +4.5 pp +4.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 8.2 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 8.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 7.9 0.5% 3 -0.6 pp -0.3 pp +0.5 pp +0.5 pp
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☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPE ANN SAVINGS BANK CIK 0000936938 0.420 113 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 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
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 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 -0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -0.5 pp -0.2 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 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 -0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 0.0 0.0% 0 -0.1 pp -0.1 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
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 -0.3 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 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Third Point LLC CIK 0001040273 0.205 42 0.0 0.0% 0 -1.6 pp -2.2 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.4 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 J). Qtrs Held counts distinct quarters this fund has actually held J (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its J position size. Δ columns are the percentage-point change in J'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