Signals

← Signals

☆JAAA

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

Flow ranking

Rank#107
Score / z1.863 / 2.64
Consensus250.06 over 532 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+22% / 2.6d ⚡

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 1,526.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 1,333.3 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 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 1,042.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 671.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 416.2 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 377.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 349.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 347.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 331.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 303.5 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 253.8 13.5% 3 +2.6 pp +0.5 pp +13.5 pp +13.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 241.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 237.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 227.8 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 209.4 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 208.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 199.4 68.2% 3 +0.1 pp +0.0 pp +68.2 pp +68.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 187.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 172.5 9.0% 3 -0.2 pp -0.7 pp +9.0 pp +9.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 168.6 2.6% 3 -0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 159.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 142.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 136.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 132.5 2.4% 4 -0.1 pp -0.5 pp -0.7 pp +2.4 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 131.8 2.2% 3 -0.1 pp -0.4 pp +2.2 pp +2.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 128.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 123.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 123.4 7.9% 3 -1.0 pp +0.1 pp +7.9 pp +7.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 116.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 110.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 107.0 5.2% 3 +0.0 pp -1.7 pp +5.2 pp +5.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 94.5 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 93.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 92.2 16.8% 3 +1.1 pp +0.3 pp +16.8 pp +16.8 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 90.9 0.8% 3 +0.0 pp +0.4 pp +0.8 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 79.8 0.6% 3 -0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 76.4 1.9% 3 +0.0 pp -0.7 pp +1.9 pp +1.9 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 76.3 3.5% 3 +0.3 pp +0.3 pp +3.5 pp +3.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 76.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 70.0 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 68.8 8.4% 3 -5.7 pp -1.5 pp +8.4 pp +8.4 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 65.9 2.9% 3 -1.1 pp -0.6 pp +2.9 pp +2.9 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 63.6 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 59.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 59.2 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 59.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 57.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 57.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 56.8 4.6% 3 -0.5 pp -0.2 pp +4.6 pp +4.6 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 56.1 7.0% 3 -0.5 pp -0.3 pp +7.0 pp +7.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 56.0 3.2% 3 +0.0 pp -0.2 pp +3.2 pp +3.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 56.0 0.1% 4 -0.1 pp -0.3 pp -0.3 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 53.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 50.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 50.1 1.9% 3 +0.6 pp -0.4 pp +1.9 pp +1.9 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 47.9 2.9% 3 +0.0 pp -0.0 pp +2.9 pp +2.9 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 46.6 1.0% 3 -0.1 pp -0.4 pp +1.0 pp +1.0 pp
☆DELPHI FINANCIAL GROUP, INC. CIK 0000859139 0.292 26 42.8 21.4% 3 -2.8 pp -8.9 pp +21.4 pp +21.4 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 42.5 1.8% 3 -1.6 pp -5.6 pp +1.8 pp +1.8 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 41.5 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 40.6 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 40.3 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 39.0 2.9% 3 +0.1 pp -3.1 pp +2.9 pp +2.9 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 37.9 3.1% 3 -0.0 pp -0.1 pp +3.1 pp +3.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 37.9 4.7% 2 -0.4 pp +4.7 pp +4.7 pp +4.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 36.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 36.0 4.1% 3 -1.6 pp -1.8 pp +4.1 pp +4.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 35.9 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 35.2 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆CX Institutional CIK 0001737089 0.437 1568 32.9 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 32.4 2.0% 3 -2.4 pp -3.0 pp +2.0 pp +2.0 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 32.2 6.4% 3 +0.3 pp +0.3 pp +6.4 pp +6.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 31.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 31.2 1.8% 3 -1.1 pp -1.0 pp +1.8 pp +1.8 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 30.6 4.3% 3 +0.1 pp +0.2 pp +4.3 pp +4.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 30.2 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 30.1 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 30.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Endurance Services Ltd CIK 0002011025 0.942 8 30.0 5.3% 3 +0.2 pp +0.0 pp +5.3 pp +5.3 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 29.9 2.7% 3 -0.2 pp -0.5 pp +2.7 pp +2.7 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 28.6 4.6% 3 -0.2 pp -0.7 pp +4.6 pp +4.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.3 0.3% 3 -0.7 pp -0.8 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 28.1 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 28.1 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 27.9 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 27.6 12.4% 2 -0.0 pp +12.4 pp +12.4 pp +12.4 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 27.5 2.2% 3 -0.3 pp -1.1 pp +2.2 pp +2.2 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 27.4 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 27.2 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 26.4 7.4% 3 +1.3 pp -0.2 pp +7.4 pp +7.4 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 26.1 20.8% 3 +0.1 pp -3.3 pp +20.8 pp +20.8 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 25.4 5.4% 3 +1.4 pp +1.4 pp +5.4 pp +5.4 pp
☆Apollo Management Holdings, L.P. CIK 0001449434 0.789 83 25.3 0.3% 1 +0.3 pp -0.9 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 25.1 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 24.7 5.4% 3 -2.4 pp -3.3 pp +5.4 pp +5.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 24.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 24.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 23.1 8.6% 3 +2.2 pp +1.6 pp +8.6 pp +8.6 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 22.3 10.2% 3 +0.1 pp +0.5 pp +10.2 pp +10.2 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 22.3 5.5% 3 +0.6 pp +1.3 pp +5.5 pp +5.5 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 21.7 7.3% 3 +1.2 pp +2.3 pp +7.3 pp +7.3 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 21.2 2.0% 3 -0.4 pp -0.7 pp +2.0 pp +2.0 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 21.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 20.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 20.0 3.4% 3 -0.6 pp +1.1 pp +3.4 pp +3.4 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 19.7 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 19.5 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 18.9 5.4% 3 -0.1 pp -0.1 pp +5.4 pp +5.4 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 18.7 10.9% 2 -0.4 pp +10.9 pp +10.9 pp +10.9 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 18.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 18.2 3.4% 3 -0.1 pp +0.7 pp +3.4 pp +3.4 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 18.1 3.4% 3 -0.4 pp -0.4 pp +3.4 pp +3.4 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 17.9 0.8% 1 +0.8 pp -0.5 pp +0.8 pp +0.8 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 17.9 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 17.5 14.9% 2 +14.4 pp +14.9 pp +14.9 pp +14.9 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 17.2 0.9% 3 -0.3 pp -0.4 pp +0.9 pp +0.9 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 16.9 9.3% 3 +0.2 pp -0.4 pp +9.3 pp +9.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 16.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 16.6 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 16.6 4.3% 3 +1.9 pp +3.0 pp +4.3 pp +4.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 16.3 5.5% 4 +0.5 pp +0.7 pp +1.1 pp +5.5 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 15.9 2.1% 3 +0.0 pp +0.4 pp +2.1 pp +2.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 15.9 1.3% 3 +0.3 pp +0.9 pp +1.3 pp +1.3 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 15.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 15.9 1.5% 3 +0.0 pp +0.5 pp +1.5 pp +1.5 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 15.7 7.8% 3 -0.1 pp -0.4 pp +7.8 pp +7.8 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 15.6 1.5% 3 -0.6 pp -1.6 pp +1.5 pp +1.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 15.5 5.5% 3 -0.6 pp -0.4 pp +5.5 pp +5.5 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 15.4 2.5% 3 +0.9 pp +1.2 pp +2.5 pp +2.5 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 14.7 1.7% 3 -0.2 pp -0.3 pp +1.7 pp +1.7 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 14.5 9.4% 3 -0.2 pp -0.8 pp +9.4 pp +9.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 14.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 14.3 3.7% 3 -0.0 pp -0.2 pp +3.7 pp +3.7 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 14.2 6.2% 3 -0.4 pp -1.0 pp +6.2 pp +6.2 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 14.2 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 13.5 1.2% 3 +0.1 pp +0.4 pp +1.2 pp +1.2 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 13.4 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 13.3 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 13.2 3.7% 3 +1.0 pp +2.0 pp +3.7 pp +3.7 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 13.0 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 13.0 3.2% 3 -1.8 pp -1.8 pp +3.2 pp +3.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.9 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 12.8 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 12.6 4.2% 3 +0.5 pp +3.1 pp +4.2 pp +4.2 pp
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☆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
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -1.4 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 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
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -3.6 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Radcliffe Capital Management, L.P. CIK 0001218275 0.128 450 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -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% 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 -5.9 pp -7.8 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
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 0 -0.2 pp -0.1 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
☆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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 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
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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
☆Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 0.0 0.0% 0 -1.3 pp -1.2 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -2.2 pp -2.3 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Bolthouse Investments, LLC CIK 0001567013 0.332 86 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -0.2 pp -0.2 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
☆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
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -4.3 pp -4.6 pp +0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 0 -3.8 pp -4.4 pp +0.0 pp +0.0 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 -49.2 pp -41.1 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 0.0 0.0% 0 -29.1 pp -29.2 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SEARLE & CO. CIK 0000710127 0.281 194 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.1 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
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 -0.3 pp -0.2 pp -0.8 pp +0.0 pp
☆STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.200 93 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 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 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -1.5 pp -1.6 pp -1.7 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 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
☆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
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.6 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 +0.0 pp -0.2 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
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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
☆Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -2.4 pp -2.4 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆North Ground Capital CIK 0002055446 0.078 33 0.0 0.0% 0 -3.9 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
☆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
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.0 0.0% 0 -0.8 pp -1.1 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Pacific Wealth Management CIK 0001852338 0.868 19 0.0 0.0% 0 +0.0 pp -6.5 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.0 0.0% 0 -0.3 pp -0.5 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 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
☆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
☆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
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 +0.0 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
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 0 -0.0 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
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -5.3 pp -5.9 pp -6.3 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -3.1 pp -3.4 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 (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