Signals

← Signals

☆JBND

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

Flow ranking

Rank#1015
Score / z0.080 / 0.09
Consensus64.15 over 130 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 383.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 91.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 87.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 78.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 72.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 67.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 53.1 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 53.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 49.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 35.2 5.1% 3 -0.5 pp -0.5 pp +5.1 pp +5.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 32.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 30.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 30.3 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 27.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 23.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 22.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 20.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 19.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 19.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 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 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 16.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 16.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 14.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 13.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 12.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 12.7 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 12.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 11.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 10.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 10.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 10.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 9.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 9.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 8.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 8.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 7.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 6.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 6.4 5.2% 2 -0.6 pp +5.2 pp +5.2 pp +5.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 5.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KWB Wealth CIK 0001822236 0.452 169 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 5.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 5.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 5.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 5.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Martin Worley Group CIK 0002049542 0.360 91 4.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 3.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 2.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Essex LLC CIK 0001889147 0.576 180 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.2 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 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
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 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
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +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 JBND). Qtrs Held counts distinct quarters this fund has actually held JBND (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JBND position size. Δ columns are the percentage-point change in JBND'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