Signals

← Signals

☆JBND

377 in-universe funds with a nonzero position in JBND within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#890
Score / z0.116 / 0.12
Consensus125.00 over 243 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 1,115.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 486.9 2.1% 3 +0.7 pp +0.7 pp +2.1 pp +2.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 420.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 325.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 285.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 272.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 238.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 208.4 1.0% 5 +0.1 pp +0.3 pp +0.4 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 148.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 145.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 93.8 1.0% 4 -0.1 pp -0.1 pp -0.0 pp +1.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 90.6 4.9% 4 -0.2 pp +0.6 pp +1.2 pp +4.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 89.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 84.7 6.1% 5 -2.6 pp -2.5 pp -2.5 pp -2.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 80.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 80.1 0.8% 3 -0.1 pp -0.3 pp +0.8 pp +0.7 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 78.7 5.1% 5 -0.6 pp +0.1 pp +0.2 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 77.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 76.6 3.9% 5 -0.4 pp -0.3 pp -0.3 pp -0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 70.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 59.6 5.9% 5 -0.8 pp -1.6 pp -1.8 pp -1.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 55.3 2.2% 5 -0.1 pp -0.0 pp +1.7 pp +1.5 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 51.6 5.2% 5 -0.7 pp -0.4 pp -0.5 pp -0.7 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 49.8 5.9% 5 -0.5 pp -0.5 pp +3.6 pp +4.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 46.7 1.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 42.7 6.5% 5 +0.1 pp +0.6 pp +2.3 pp +6.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 40.4 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 39.7 3.8% 7 -0.4 pp -0.5 pp -0.5 pp -1.3 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 38.5 4.9% 3 -0.5 pp +1.0 pp +4.9 pp +4.9 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 37.4 8.8% 5 -0.8 pp -0.5 pp -1.5 pp -1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 36.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 35.8 1.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 33.9 1.0% 5 -0.2 pp +0.5 pp +0.5 pp +1.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 31.9 0.4% 5 -0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 30.4 0.3% 5 -0.1 pp +0.0 pp -0.1 pp -0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 29.7 6.7% 5 -1.7 pp +0.2 pp +0.1 pp -1.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 29.6 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 28.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 27.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 25.3 1.9% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 21.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 20.9 0.3% 1 +0.3 pp +0.1 pp +0.1 pp +0.3 pp
☆KWB Wealth CIK 0001822236 0.452 169 20.8 1.8% 5 +0.3 pp +0.4 pp +0.9 pp +1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 19.4 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 19.3 7.3% 4 -0.5 pp -0.2 pp +3.9 pp +7.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 19.2 0.9% 5 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 19.0 1.2% 5 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 19.0 5.9% 5 +0.1 pp +2.9 pp +2.9 pp +2.6 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 18.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 18.7 0.3% 5 -0.1 pp -0.3 pp -0.3 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 18.3 2.5% 4 -0.1 pp -0.4 pp +0.2 pp +2.5 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 18.2 6.4% 2 -0.5 pp +6.4 pp +6.4 pp +6.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 17.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 17.2 3.4% 5 -0.1 pp +0.2 pp +0.8 pp +1.2 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 16.2 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 15.6 7.9% 3 -0.4 pp +2.8 pp +7.9 pp +7.9 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 15.5 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 15.3 9.5% 5 -0.9 pp -0.4 pp -0.2 pp -1.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 15.2 1.0% 5 +0.0 pp +0.3 pp +0.5 pp +0.6 pp
☆Independence Asset Advisors, LLC CIK 0002010929 0.677 25 14.9 3.9% 3 -1.5 pp -4.5 pp +3.9 pp +3.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.4 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 13.7 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 12.6 1.5% 4 -0.2 pp +0.2 pp +1.4 pp +1.5 pp
☆Argo Wealth Advisory, LLC CIK 0002104895 0.394 50 12.4 6.8% 2 -0.4 pp +6.8 pp +6.8 pp +6.8 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 12.3 5.1% 5 +0.8 pp +1.0 pp +0.9 pp -0.4 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 12.0 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 11.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 11.4 4.1% 5 -0.4 pp -0.3 pp -0.6 pp -0.8 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 11.1 1.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.0 0.2% 5 -0.2 pp +0.1 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 10.4 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 9.6 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 9.5 6.0% 6 -0.6 pp +1.2 pp +1.4 pp +0.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 9.3 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 9.2 2.2% 5 -0.2 pp +0.2 pp +0.5 pp +1.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 8.8 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 8.4 4.9% 5 -0.9 pp -1.3 pp -1.3 pp -0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.1 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.0 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 7.8 1.9% 5 -0.3 pp -0.1 pp -0.4 pp -0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 7.4 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 7.3 0.7% 5 -0.4 pp -0.5 pp -0.5 pp -0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.8 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 6.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.0 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.9 1.0% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 5.8 1.9% 1 +1.9 pp +1.9 pp -0.2 pp +1.9 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 5.8 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 5.8 1.8% 3 -0.9 pp -1.2 pp +1.8 pp +1.8 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 5.7 3.2% 5 +0.6 pp +0.7 pp +0.9 pp +0.6 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 5.7 2.0% 5 -0.6 pp -3.1 pp -0.3 pp -0.5 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.6 2.2% 3 -0.3 pp -0.1 pp +2.2 pp +2.2 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 5.5 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 5.4 0.0% 4 -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 5.3 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 5.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 5.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 5.1 2.7% 5 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 4.8 2.3% 5 +0.9 pp -1.5 pp -0.6 pp +0.4 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 4.8 2.0% 2 -0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Sherman Wealth Management LLC CIK 0002096110 0.392 84 4.6 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 4.6 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆New Capital Management LP CIK 0001696731 0.833 60 4.4 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 4.4 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 4.1 1.9% 5 -0.1 pp +0.1 pp +0.1 pp -0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 4.0 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆CLEAR WAVE WEALTH MANAGEMENT LLC CIK 0002113615 0.492 182 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 3.6 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 3.4 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 3.3 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 3.2 2.2% 2 -0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 3.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 3.1 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.9 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 2.8 1.1% 3 -0.3 pp -0.3 pp +1.1 pp +1.1 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 2.6 0.6% 3 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 2.4 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 2.2 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 2.2 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +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% 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +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 +0.0 pp +0.0 pp -0.6 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
☆Kure Advisory, LLC CIK 0001986795 0.729 62 0.0 0.0% 0 +0.0 pp -0.1 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
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -3.4 pp -1.7 pp -1.7 pp -1.6 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -1.2 pp +0.0 pp -2.9 pp -3.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -2.7 pp -2.7 pp -2.8 pp -2.8 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp +0.0 pp -3.3 pp -3.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.2 pp +0.0 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 +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.6 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
☆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
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -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 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -2.4 pp -2.6 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -2.3 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
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 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 -0.2 pp +0.0 pp -0.3 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 -0.1 pp +0.0 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
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.0 0.0% 0 -6.2 pp -6.8 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
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -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% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 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 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp -2.4 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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