Signals

← Signals

☆JAVA

311 in-universe funds with a nonzero position in JAVA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#454
Score / z0.453 / 0.39
Consensus96.83 over 183 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+307% / 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 ▾
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 588.2 5.1% 4 +1.8 pp +1.7 pp +1.8 pp +5.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 479.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 341.9 6.2% 4 +1.5 pp +1.8 pp +1.9 pp +6.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 196.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 167.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 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 134.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 128.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 127.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 86.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 86.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 78.8 0.9% 4 +0.3 pp +0.1 pp -0.2 pp +0.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 70.2 2.0% 4 -0.3 pp -0.4 pp -0.4 pp +2.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 69.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 65.6 18.7% 4 +1.7 pp +2.9 pp +3.1 pp +18.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 62.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 60.9 10.2% 4 +0.4 pp +1.0 pp +1.4 pp +10.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 60.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 56.7 1.0% 4 -0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 44.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 39.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 37.7 4.8% 4 +0.2 pp +0.4 pp +0.3 pp +4.8 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 35.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 34.6 4.7% 4 +0.2 pp +0.3 pp +0.2 pp +4.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 33.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 31.5 0.9% 4 +0.0 pp -1.1 pp -0.9 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 31.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 31.0 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 28.6 4.0% 4 +1.1 pp +1.5 pp +1.8 pp +4.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 28.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 27.3 0.7% 4 -0.4 pp -0.4 pp -0.5 pp +0.7 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 26.4 3.8% 4 +0.0 pp +0.2 pp +0.2 pp +3.8 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 25.3 2.7% 4 -1.1 pp -1.0 pp -1.0 pp +2.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 23.4 1.3% 4 +0.5 pp +0.7 pp +1.2 pp +1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 20.8 7.5% 4 +1.7 pp +3.6 pp +3.4 pp +7.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 18.9 0.2% 4 +0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 17.8 4.0% 4 +0.4 pp +0.3 pp +0.2 pp +4.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 17.6 4.7% 4 -0.2 pp +0.2 pp +0.6 pp +4.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 16.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 15.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 15.0 3.8% 4 -0.1 pp +0.9 pp +1.0 pp +3.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 12.9 3.7% 4 +0.0 pp +0.6 pp +1.0 pp +3.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 11.0 2.0% 4 -0.9 pp -0.8 pp -1.4 pp +2.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 10.4 4.6% 4 +0.3 pp -1.3 pp -1.3 pp +4.6 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 10.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 10.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 9.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 9.2 2.1% 4 -0.1 pp -0.2 pp -0.5 pp +2.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.1 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.9 0.2% 4 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 8.8 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 8.6 4.2% 4 -0.3 pp -0.4 pp -0.4 pp +4.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 8.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 8.0 3.5% 4 +0.1 pp +0.3 pp -2.6 pp +3.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 6.8 5.2% 6 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 6.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 6.0 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 5.3 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.0 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 4.8 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 4.7 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 4.4 1.7% 4 -0.0 pp +0.2 pp +0.3 pp +1.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 4.0 1.4% 4 -0.5 pp -0.3 pp -0.4 pp +1.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.6 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 3.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 2.7 0.4% 2 -0.1 pp +0.4 pp +0.3 pp +0.4 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 2.6 1.1% 3 -0.6 pp -1.1 pp +1.1 pp +1.1 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 2.4 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.0 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.8 0.9% 4 +0.4 pp +0.3 pp +0.4 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 1.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independence Asset Advisors, LLC CIK 0002010929 0.677 25 1.6 0.6% 4 +0.2 pp +0.4 pp +0.2 pp +0.6 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 1.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 1.6 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.5 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.5 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 1.5 1.0% 4 +0.3 pp +0.3 pp +0.3 pp +1.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.4 1.0% 5 -0.1 pp -0.2 pp -0.4 pp -0.7 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.4 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 1.3 0.8% 4 -0.1 pp -0.1 pp -0.6 pp +0.8 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 1.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 1.2 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.2 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.0 0.4% 4 +0.1 pp +0.4 pp +0.2 pp +0.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.9 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.8 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
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☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.6 pp -0.3 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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