Signals

← Signals

☆J

1138 in-universe funds with a nonzero position in J within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#18821
Score / z0.000 / -0.02
Consensus271.34 over 490 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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,372.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 972.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 931.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 598.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 575.3 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 425.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 418.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 400.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 357.3 0.8% 5 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 339.8 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 218.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 208.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 205.2 0.3% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 198.2 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 171.9 0.2% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 170.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 162.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 159.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 156.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 145.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 140.4 0.2% 5 -0.0 pp -0.1 pp -0.4 pp -0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 124.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 120.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 118.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 115.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 114.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 111.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 111.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 103.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 102.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 88.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆L1 Capital International Pty Ltd CIK 0002009023 0.808 21 87.2 5.1% 5 -0.3 pp +0.2 pp +0.2 pp -0.5 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 83.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 83.5 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 80.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 78.1 0.0% 6 -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 76.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 73.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 63.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 59.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 58.3 0.9% 5 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 50.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 50.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 50.0 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 49.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 49.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 46.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 43.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 41.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 39.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 39.1 0.7% 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 38.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robeco Schweiz AG CIK 0001418427 0.613 126 38.2 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 38.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 37.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 37.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 36.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 35.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 34.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 34.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 34.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 33.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 32.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 32.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 31.6 1.0% 4 -0.1 pp -0.3 pp -0.5 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 29.9 1.5% 5 -0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 29.4 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 28.6 1.4% 5 -0.6 pp -1.5 pp -1.5 pp -1.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 27.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 27.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 27.4 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 27.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 26.9 3.2% 4 -0.1 pp +0.2 pp -0.1 pp +3.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 22.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.5 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 21.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 20.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 19.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 19.3 1.4% 5 -0.2 pp -0.2 pp -0.4 pp -0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 18.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 17.9 3.1% 5 -0.2 pp -0.1 pp -0.6 pp -0.4 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 17.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 16.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 16.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 16.1 2.9% 5 -0.1 pp -0.2 pp -0.6 pp -0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 15.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 15.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 15.7 0.5% 5 -0.2 pp -0.0 pp +0.0 pp +0.2 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 15.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 15.3 0.0% 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 15.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 15.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 15.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.7 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.478 222 14.6 1.3% 5 -0.2 pp -0.3 pp -0.5 pp -0.4 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 14.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 14.3 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Ninety One SA (PTY) Ltd CIK 0001491998 0.712 110 14.2 0.8% 2 +0.2 pp +0.8 pp -0.4 pp -0.4 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 14.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 13.7 0.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 13.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 13.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 13.5 0.1% 5 -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 13.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 13.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Running Oak Capital LLC CIK 0001803994 0.162 59 10.8 1.8% 5 +0.0 pp +0.1 pp -0.1 pp +0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 10.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 10.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 10.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆North Growth Management Ltd. CIK 0001745796 0.569 48 10.3 1.3% 5 -0.3 pp -0.7 pp -0.9 pp -0.9 pp
☆Man Group plc CIK 0001637460 0.631 2032 9.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 9.7 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Two Point Capital Management, Inc. CIK 0001962382 0.492 30 9.6 3.9% 4 -0.4 pp -0.3 pp -0.8 pp +3.9 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 9.5 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 9.5 0.5% 5 -0.2 pp +0.1 pp +0.0 pp +0.1 pp
☆FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFE Investment Counsel CIK 0001317784 0.355 149 9.5 1.3% 5 -0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 9.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 9.1 0.9% 5 +0.2 pp +0.3 pp +0.2 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 9.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 8.6 0.8% 5 -0.1 pp -0.2 pp -0.6 pp -0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 8.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 8.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 7.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 7.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 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
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 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
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 0.0 0.0% 0 -0.1 pp -0.1 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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 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
☆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
☆Trust Point Inc. CIK 0001635633 0.568 463 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 +0.0 pp +0.0 pp -0.1 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New England Research & Management, Inc. CIK 0001596077 0.109 134 0.0 0.0% 0 -0.1 pp -0.7 pp +0.0 pp -0.3 pp
☆HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Oak Thistle LLC CIK 0001755987 0.000 466 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Taikang Asset Management (Hong Kong) Co Ltd CIK 0001755911 0.303 77 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 pp
☆FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.1 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 -0.1 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (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