Signals

← Signals

☆JBND

214 in-universe funds with a nonzero position in JBND within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#737
Score / z0.150 / 0.22
Consensus89.07 over 173 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 461.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 226.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 120.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 107.7 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 98.4 8.7% 2 +0.4 pp +8.7 pp +8.7 pp +8.7 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 76.0 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 72.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 70.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 69.6 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 65.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 63.9 7.7% 2 +0.6 pp +7.7 pp +7.7 pp +7.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 62.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 59.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 57.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 53.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 50.2 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +5.7 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 36.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 36.5 4.3% 4 -0.8 pp -1.3 pp -1.3 pp +4.3 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 34.5 10.3% 2 +0.2 pp +10.3 pp +10.3 pp +10.3 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 33.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 31.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 29.6 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 29.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 25.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 24.0 6.6% 2 -1.4 pp +6.6 pp +6.6 pp +6.6 pp
☆Essex LLC CIK 0001889147 0.576 180 22.9 4.2% 2 +3.8 pp +4.2 pp +4.2 pp +4.2 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 21.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 19.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 18.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 17.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 16.1 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 15.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 15.2 2.3% 2 +0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 14.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 14.4 9.7% 2 -0.9 pp +9.7 pp +9.7 pp +9.7 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 12.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 12.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 12.5 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 11.7 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 11.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 11.3 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 9.8 2.2% 2 -0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 9.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 9.2 4.2% 2 -1.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 8.9 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 8.2 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 7.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 7.5 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 7.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 7.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 7.2 6.2% 2 +0.9 pp +6.2 pp +6.2 pp +6.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 6.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 6.3 4.6% 3 -0.6 pp -1.2 pp +4.6 pp +4.6 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 6.2 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 5.9 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 5.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 5.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 5.1 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 5.0 2.9% 2 +1.0 pp +2.9 pp +2.9 pp +2.9 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 4.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 4.0 3.3% 2 +0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 3.2 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 3.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 2.9 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 2.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 2.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 2.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 2.3 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 2.0 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 2.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 1.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 1.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.9 0.1% 2 -0.0 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 0.9 0.0% 2 +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 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.6 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 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.3 0.2% 2 -1.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.2 0.1% 2 -0.6 pp +0.1 pp +0.1 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 +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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 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 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.9 pp +0.0 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
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -2.4 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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