Signals

← Signals

☆JBND

273 in-universe funds with a nonzero position in JBND within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#754
Score / z0.148 / 0.20
Consensus114.93 over 222 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 709.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 324.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 250.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 205.6 0.0% 2 +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 168.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 162.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 155.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 143.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 142.2 0.7% 3 +0.1 pp +0.5 pp +0.7 pp +0.7 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 103.9 8.6% 3 -0.0 pp +0.3 pp +8.6 pp +8.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 80.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 78.8 5.0% 3 +0.1 pp +0.1 pp +5.0 pp +5.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 76.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 75.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 74.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 73.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 72.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 72.0 4.2% 3 +0.0 pp -0.2 pp +4.2 pp +4.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 67.3 4.4% 2 +0.7 pp +4.4 pp +4.4 pp +4.4 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 64.9 7.5% 3 -0.2 pp +0.5 pp +7.5 pp +7.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 52.0 2.3% 3 +1.7 pp +1.6 pp +2.3 pp +2.3 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 50.7 5.7% 3 -0.0 pp -0.2 pp +5.7 pp +5.7 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 47.5 6.3% 3 +4.1 pp +4.8 pp +6.3 pp +6.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 45.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 38.6 4.2% 5 -0.0 pp -0.8 pp -1.3 pp -1.3 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 37.0 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 35.2 9.4% 3 -0.9 pp -0.7 pp +9.4 pp +9.4 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 33.6 2.9% 2 +0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆Essex LLC CIK 0001889147 0.576 180 33.2 5.9% 3 +1.7 pp +5.5 pp +5.9 pp +5.9 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 32.9 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 29.7 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 27.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 27.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 27.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 26.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 26.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 25.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 24.3 6.5% 3 -0.1 pp -1.5 pp +6.5 pp +6.5 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 23.0 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 21.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 19.4 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 19.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 17.8 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 17.6 7.4% 2 +4.1 pp +7.4 pp +7.4 pp +7.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 15.7 0.5% 3 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 15.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 15.2 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Independence Asset Advisors, LLC CIK 0002010929 0.677 25 15.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 15.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆KWB Wealth CIK 0001822236 0.452 169 14.8 1.4% 3 +0.5 pp +0.7 pp +1.4 pp +1.4 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 14.6 9.8% 3 +0.1 pp -0.8 pp +9.8 pp +9.8 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 14.4 3.2% 3 +0.5 pp +0.9 pp +3.2 pp +3.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 11.9 5.1% 3 +2.8 pp +2.5 pp +5.1 pp +5.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 11.4 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 11.3 1.9% 3 -0.0 pp -0.2 pp +1.9 pp +1.9 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 11.2 4.4% 3 -0.3 pp -0.5 pp +4.4 pp +4.4 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 10.6 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 10.0 1.7% 3 -0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 9.9 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 9.6 1.3% 2 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 9.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 9.2 4.1% 3 -0.1 pp -1.4 pp +4.1 pp +4.1 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 9.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 9.1 3.0% 3 -0.0 pp -0.3 pp +3.0 pp +3.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 8.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 8.8 6.2% 3 -0.0 pp +0.9 pp +6.2 pp +6.2 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 8.8 1.9% 3 -0.3 pp -0.9 pp +1.9 pp +1.9 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 8.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 8.5 2.0% 3 +0.3 pp +0.9 pp +2.0 pp +2.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.4 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 7.0 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 7.0 3.8% 3 +0.9 pp +1.9 pp +3.8 pp +3.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 6.9 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 6.6 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 6.6 2.5% 3 +0.2 pp -0.1 pp +2.5 pp +2.5 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 6.4 4.8% 4 +0.2 pp -0.5 pp -1.1 pp +4.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 5.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 4.9 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 4.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 3.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.2 0.1% 3 +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% 3 -0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 3.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 3.0 1.8% 3 +0.0 pp -0.4 pp +1.8 pp +1.8 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 2.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.7 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.2 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 2.2 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 2.2 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.9 0.9% 3 +0.0 pp -0.3 pp +0.9 pp +0.9 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.8 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 1.6 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 1.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 1.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 1.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.0% 2 -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% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.8 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.7 0.4% 3 +0.3 pp -1.1 pp +0.4 pp +0.4 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.6 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 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 2 +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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.5 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% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.2 0.1% 1 +0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 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 0.1 0.0% 3 -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% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 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 0.1 0.0% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆William B. Walkup & Associates, Inc. CIK 0002034054 0.201 257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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% 2 +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 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -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 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 -0.1 pp -0.6 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
☆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
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -2.9 pp -3.1 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 -3.3 pp -3.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 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
☆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
☆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
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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