Signals

JBTM

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

Flow ranking

Rank#23298
Score / z-7.002 / -6.38
Consensus141.71 over 246 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 980.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 255.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 214.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) CIK 2139779 0.914 1 204.0 100.0% 4 +0.0 pp +0.0 pp +0.0 pp +100.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 164.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 137.1 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 136.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gildi - lifeyrissjodur CIK 0002108148 0.804 2 132.9 67.4% 1 +67.4 pp +67.4 pp +67.4 pp +67.4 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 101.0 1.0% 4 -0.0 pp +0.1 pp +0.1 pp +1.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 93.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 87.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 85.0 0.9% 4 +0.1 pp +0.2 pp +0.1 pp +0.9 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 84.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 71.3 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 70.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 70.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 70.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 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 60.0 0.0% 6 -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 59.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 57.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 55.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 53.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 49.2 2.4% 4 +0.0 pp +0.1 pp +0.2 pp +2.4 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 45.0 0.8% 4 -0.3 pp -0.2 pp +0.2 pp +0.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 44.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 44.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 44.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 43.9 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 43.3 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 43.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
140 Summer Partners LP CIK 0001820788 0.432 20 40.3 3.6% 3 +0.0 pp -0.8 pp +3.6 pp +3.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 38.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 34.1 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 33.5 0.9% 4 -0.1 pp -0.2 pp +0.0 pp +0.9 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 32.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 32.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
P2 Capital Partners, LLC CIK 0001406313 0.772 12 28.8 13.7% 4 -3.6 pp +0.7 pp +0.5 pp +13.7 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 28.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 28.0 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 27.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 27.3 0.9% 4 -0.1 pp -0.0 pp +0.1 pp +0.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 26.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 25.0 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
MIROVA CIK 0001767843 0.367 185 24.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 24.9 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 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 23.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 23.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 23.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 22.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 21.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 20.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 20.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 19.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 19.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 19.4 0.2% 4 -0.2 pp -0.5 pp -0.3 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 18.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 18.0 2.2% 4 -0.3 pp -0.2 pp -0.3 pp +2.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 16.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 15.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 14.3 19.6% 3 -2.3 pp -5.5 pp +19.6 pp +19.6 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 13.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 12.7 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 11.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 9.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 9.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 9.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 8.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bastion Asset Management Inc. CIK 0001977794 0.007 54 8.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 8.1 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 7.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 7.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 7.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 6.0 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 5.9 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 5.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SMA Capital LLC CIK 0002075338 0.000 121 4.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 4.7 2.1% 4 -0.3 pp -0.1 pp +0.5 pp +2.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 4.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 2.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 2.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roubaix Capital, LLC CIK 0001769700 0.005 50 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 2.3 0.1% 4 -0.2 pp -0.1 pp -0.0 pp +0.1 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 2.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Regents Gate Capital LLP CIK 0002020935 0.000 37 2.1 0.5% 3 -0.5 pp -3.3 pp +0.5 pp +0.5 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 2.1 0.5% 4 -1.1 pp -1.2 pp -0.1 pp +0.5 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.7 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONIMUS CAPITAL MANAGEMENT, LP CIK 0001848831 0.146 55 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PineStone Asset Management Inc. CIK 0001904893 0.920 44 1.7 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Appian Way Asset Management LP CIK 0001795816 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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 JBTM). Qtrs Held counts distinct quarters this fund has actually held JBTM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JBTM position size. Δ columns are the percentage-point change in JBTM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status