Signals

← Signals

☆JAAA

739 in-universe funds with a nonzero position in JAAA within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#51
Score / z3.417 / 4.36
Consensus235.72 over 500 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 1,745.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 1,071.4 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 0 949.6 41.1% 1 +41.1 pp +41.1 pp +41.1 pp +41.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 578.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 507.3 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 397.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 383.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 364.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 342.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 325.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 220.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 217.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 216.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 205.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 200.0 68.2% 1 +68.2 pp +68.2 pp +68.2 pp +68.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 199.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 199.2 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 184.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 180.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 176.0 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 163.7 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 157.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 157.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 130.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 125.9 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 115.4 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 114.4 0.8% 1 +0.8 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 110.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 105.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 103.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 97.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 94.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 87.6 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 87.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 84.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 83.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 80.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 80.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 76.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 75.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 75.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 75.1 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Apollo Management Holdings, L.P. CIK 0001449434 0.790 83 72.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 63.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 61.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 58.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 54.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 53.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 53.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 49.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 48.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 47.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 44.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 44.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 44.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 43.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 43.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 43.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 43.0 30.3% 1 +30.3 pp +30.3 pp +30.3 pp +30.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 42.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 40.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 38.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 38.5 5.3% 3 -0.6 pp -1.0 pp +5.3 pp +5.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 34.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 34.4 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 34.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 34.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 33.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 32.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 32.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 31.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 31.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 30.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 30.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Endurance Services Ltd CIK 0002011025 0.942 8 30.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 27.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 27.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 27.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 27.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 27.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Bensler, LLC CIK 0001965941 0.354 198 25.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 25.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 25.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 25.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 25.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 25.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 25.3 29.2% 1 +29.2 pp +29.2 pp +29.2 pp +29.2 pp
☆Knott David M Jr CIK 0001892770 0.419 84 25.1 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 25.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 25.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 24.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 24.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 24.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 24.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 23.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 23.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 22.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 22.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 21.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 20.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 20.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 20.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 19.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 19.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 19.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 19.2 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 18.4 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 18.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 18.3 2.9% 3 +0.3 pp +0.8 pp +2.9 pp +2.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 18.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 17.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 17.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 17.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 17.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 17.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 17.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 17.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 16.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 16.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 16.4 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 16.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 15.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 15.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 14.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 14.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 14.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 14.3 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 14.2 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 14.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 13.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 13.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 13.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 13.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 13.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 12.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 12.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 12.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 12.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 12.3 4.7% 2 +0.4 pp +4.7 pp +4.7 pp +4.7 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 12.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 11.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 11.8 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 11.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 11.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 11.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 11.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 11.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 11.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 11.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 11.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 11.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 10.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 10.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 10.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 10.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 10.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 10.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 10.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 10.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 10.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PFG Advisors CIK 0001694435 0.248 791 10.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 9.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 9.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 9.2 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 9.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 9.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 9.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 9.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Madison Asset Management, LLC CIK 0001299351 0.631 347 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 8.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 8.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 8.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
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☆QVT Financial LP CIK 0001290162 0.874 72 7.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Haverford Financial Services, Inc. CIK 0001347683 0.408 49 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEARLE & CO. CIK 0000710127 0.281 194 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cove Street Capital, LLC CIK 0001531612 0.084 96 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.0 0.0% 0 -0.6 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.7 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
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.7 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 -0.2 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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