Signals

← Signals

☆JAVA

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

Flow ranking

Rank#583
Score / z0.285 / 0.35
Consensus81.17 over 153 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 908.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 325.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 201.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 195.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 160.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 101.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 78.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 78.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 75.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 69.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 67.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 50.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 48.0 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 45.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 43.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 41.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 35.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 35.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 32.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 30.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 28.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 28.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 26.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 25.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 22.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 21.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 21.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 15.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 14.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 13.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 13.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 12.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 11.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 10.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 9.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 9.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 8.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 8.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 7.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 7.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 6.5 5.3% 3 +0.2 pp +0.3 pp +5.3 pp +5.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 5.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 2.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.1 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 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.6 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Independence Asset Advisors, LLC CIK 0002010929 0.677 25 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 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 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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 JAVA). Qtrs Held counts distinct quarters this fund has actually held JAVA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JAVA position size. Δ columns are the percentage-point change in JAVA'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