Signals

JANW

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

Flow ranking

Rank#23844
Score / z-0.769 / -1.00
Consensus18.25 over 40 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+122% / 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
AE Wealth Management LLC CIK 0001697723 0.686 2663 118.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 40.1 37.0% 1 +37.0 pp +37.0 pp +37.0 pp +37.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 14.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellment Financial CIK 0001940000 0.000 37 12.0 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 10.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 7.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 3.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SMART Wealth LLC CIK 0002044723 0.032 222 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Gradient Investments LLC CIK 0001542265 0.563 448 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Midwest Financial Network, LLC CIK 2137280 0.120 105 1.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaye Capital Management CIK 0001111797 0.596 41 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 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 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 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 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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 JANW). Qtrs Held counts distinct quarters this fund has actually held JANW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JANW position size. Δ columns are the percentage-point change in JANW'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