Signals

← Signals

☆JAAA

834 in-universe funds with a nonzero position in JAAA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#90
Score / z1.779 / 2.66
Consensus264.84 over 546 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-3% / 1.0d

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 ▾
☆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 1,761.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 1,316.4 49.2% 2 +8.1 pp +49.2 pp +49.2 pp +49.2 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 1,143.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 653.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 601.9 0.2% 2 +0.1 pp +0.2 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 412.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 397.0 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 373.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 345.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 329.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 304.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 234.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 231.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 221.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 208.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 208.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 200.2 68.1% 2 -0.1 pp +68.1 pp +68.1 pp +68.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 189.9 10.9% 2 -2.1 pp +10.9 pp +10.9 pp +10.9 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 184.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 170.9 9.1% 2 -0.6 pp +9.1 pp +9.1 pp +9.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 164.8 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 148.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 146.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 144.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 135.8 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 132.2 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 131.4 8.9% 2 +1.1 pp +8.9 pp +8.9 pp +8.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 129.5 2.6% 3 -0.3 pp -0.5 pp +2.6 pp +2.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 122.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 117.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 112.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 110.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 107.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 103.5 5.2% 2 -1.7 pp +5.2 pp +5.2 pp +5.2 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 101.0 14.1% 2 +4.2 pp +14.1 pp +14.1 pp +14.1 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 89.5 15.7% 2 -0.8 pp +15.7 pp +15.7 pp +15.7 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 88.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 87.0 3.9% 2 +0.4 pp +3.9 pp +3.9 pp +3.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 86.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 85.6 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 83.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 77.3 3.4% 2 -4.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 75.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 75.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 70.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 69.0 1.9% 2 -0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 67.9 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 62.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 59.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 59.0 5.1% 2 +0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 56.8 7.5% 2 +0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 55.5 2.4% 2 +2.1 pp +2.4 pp +2.4 pp +2.4 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 54.0 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 48.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 47.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 46.8 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 46.4 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 46.4 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 43.0 24.2% 2 -6.1 pp +24.2 pp +24.2 pp +24.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 41.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 40.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 40.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 38.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 36.5 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 35.1 2.8% 2 -3.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 33.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 33.7 7.8% 2 -0.9 pp +7.8 pp +7.8 pp +7.8 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 33.3 4.4% 2 -0.6 pp +4.4 pp +4.4 pp +4.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 33.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 33.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CX Institutional CIK 0001737089 0.437 1568 32.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 31.4 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 31.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Endurance Services Ltd CIK 0002011025 0.942 8 30.5 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 30.2 4.2% 2 +0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 29.4 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 29.3 6.1% 2 +0.0 pp +6.1 pp +6.1 pp +6.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 29.2 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 29.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 28.0 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 27.9 4.9% 2 -0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 27.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 27.1 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 27.0 20.6% 2 -3.4 pp +20.6 pp +20.6 pp +20.6 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 26.9 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 26.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 26.5 2.5% 2 -0.8 pp +2.5 pp +2.5 pp +2.5 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 26.5 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 26.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 26.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 26.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 25.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 25.3 29.1% 2 -0.1 pp +29.1 pp +29.1 pp +29.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 25.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 24.9 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 24.7 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 23.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 23.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 23.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 22.8 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 22.8 6.1% 2 -1.5 pp +6.1 pp +6.1 pp +6.1 pp
☆Knott David M Jr CIK 0001892770 0.419 84 22.2 9.3% 2 -2.1 pp +9.3 pp +9.3 pp +9.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 22.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 22.0 3.9% 2 +1.7 pp +3.9 pp +3.9 pp +3.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 21.5 0.5% 4 -0.0 pp +0.0 pp +0.2 pp +0.5 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 21.4 10.2% 2 +0.5 pp +10.2 pp +10.2 pp +10.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 19.9 1.3% 2 -1.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 19.5 3.0% 4 +0.1 pp +0.4 pp +1.0 pp +3.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 19.4 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 19.1 4.9% 2 +0.6 pp +4.9 pp +4.9 pp +4.9 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 19.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 18.8 1.1% 2 -0.7 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 18.8 5.5% 2 +0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 18.7 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 18.4 5.0% 2 -0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 18.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 18.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 18.2 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 18.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 17.6 6.2% 2 +1.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 17.4 3.5% 2 +0.8 pp +3.5 pp +3.5 pp +3.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 17.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 16.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 16.6 5.9% 2 -1.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 16.5 9.1% 2 -0.6 pp +9.1 pp +9.1 pp +9.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 16.3 6.4% 2 -0.6 pp +6.4 pp +6.4 pp +6.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 15.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 15.7 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 15.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 15.2 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 15.0 7.9% 2 -0.3 pp +7.9 pp +7.9 pp +7.9 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 14.8 6.1% 2 +0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 14.8 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 14.7 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 14.5 9.6% 2 -0.7 pp +9.6 pp +9.6 pp +9.6 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 14.2 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 14.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 14.0 5.0% 3 +0.2 pp +0.6 pp +5.0 pp +5.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 13.8 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 13.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 13.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 13.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 10.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Accel Wealth Management CIK 0001838226 0.241 305 4.5 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 4.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 4.2 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
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☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.9 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 3.9 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.8 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 3.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Trajan Wealth LLC CIK 0001934415 0.705 152 3.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 3.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
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☆RDA Financial Network CIK 0001774086 0.257 284 3.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 3.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 3.5 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
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☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -5.3 pp -5.9 pp -6.3 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 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 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 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
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.733 524 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 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
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -9.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollo Management Holdings, L.P. CIK 0001449434 0.789 83 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -2.4 pp -2.4 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 0.0 0.0% 0 -6.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -1.1 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
☆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
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 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 JAAA). Qtrs Held counts distinct quarters this fund has actually held JAAA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JAAA position size. Δ columns are the percentage-point change in JAAA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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