Signals

JCI

1401 in-universe funds with a nonzero position in JCI within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24106
Score / z-0.204 / -0.31
Consensus425.36 over 821 funds
Momentumno 12m return

Price & positioning

226 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

Negative / total0 / 1
FiledFormItems
2026-07-29 8-K 2.02, 9.01
2026-06-03 8-K 5.02, 7.01, 9.01
2026-05-13 8-K 5.02
2026-05-07 8-K/A 2.02, 9.01
2026-05-06 8-K 2.02, 9.01
2026-05-04 8-K 5.02
2026-03-06 8-K 5.07
2026-02-04 8-K 2.02, 9.01
2025-11-05 8-K 2.02, 9.01
2025-09-24 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-12-09 424B5 Johnson Controls International
2024-12-06 424B5 Johnson Controls International
2024-12-05 424B5 Johnson Controls International
2024-12-04 424B5 Johnson Controls International
2024-04-17 424B5 Johnson Controls International
2024-04-16 424B5 Johnson Controls International
2023-05-17 424B5 Johnson Controls International
2023-05-16 424B5 Johnson Controls International
2022-09-07 424B5 Johnson Controls International
2022-09-06 424B5 Johnson Controls International
Showing the 10 most recent.

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 7,616.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DODGE & COX CIK 0000200217 0.944 222 7,060.0 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5,664.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 3,165.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2,412.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,864.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 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 1,860.1 0.1% 3 -0.0 pp +0.0 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 1,605.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,580.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,557.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,374.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Capital World Investors CIK 0001422849 0.974 637 828.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 785.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 781.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 759.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 747.3 1.9% 2 +1.5 pp +1.9 pp +1.9 pp +1.9 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 698.0 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 653.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 573.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 567.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 511.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 509.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 491.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 491.2 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 484.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 457.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 446.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 438.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 425.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 391.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.852 41 388.5 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 387.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Amundi CIK 0001330387 0.000 1 312.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 297.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 293.7 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 293.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 291.0 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
M&G Plc CIK 0001802539 0.820 370 289.8 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 280.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 274.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 264.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 264.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 243.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
National Pension Service CIK 0001608046 0.956 552 235.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 232.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 224.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 220.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 210.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 208.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 206.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 205.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 203.3 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 187.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 167.4 0.3% 2 +0.0 pp +0.3 pp +0.3 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 163.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 161.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 149.9 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 149.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 144.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 140.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 131.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 129.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 125.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 121.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Woodline Partners LP CIK 0001784547 0.424 1011 118.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Electron Capital Partners, LLC CIK 0001586986 0.538 46 117.7 5.3% 2 -2.3 pp +5.3 pp +5.3 pp +5.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 116.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 112.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 105.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 104.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Man Group plc CIK 0001637460 0.631 2032 97.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 95.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 94.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 87.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 86.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 85.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
TCW GROUP INC CIK 0000850401 0.730 629 83.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Munro Partners CIK 0001768744 0.213 59 82.8 2.3% 4 -0.3 pp -1.3 pp -0.7 pp +2.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 80.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 79.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 79.2 1.8% 2 -2.4 pp +1.8 pp +1.8 pp +1.8 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 77.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 76.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 76.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 74.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 73.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 72.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 71.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 70.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 68.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 68.2 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 66.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 62.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 61.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 61.1 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 60.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 59.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 57.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 57.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Interval Partners, LP CIK 0001590228 0.034 216 56.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 56.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 55.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 51.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 51.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 47.9 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 44.6 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 44.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 42.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 40.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 40.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 40.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 39.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 39.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 38.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 38.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 38.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 37.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 37.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 36.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 35.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 34.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 34.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 33.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 33.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 33.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 32.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 32.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 32.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 32.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 32.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 32.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 32.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 31.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
XN LP CIK 0001756558 0.535 27 31.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
FIL Ltd CIK 0000318989 0.878 1140 31.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 30.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 30.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 29.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 29.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 29.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 29.1 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
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Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Peloton Wealth Strategists CIK 0001080132 0.245 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Investment Advisors CIK 0001597690 0.290 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talaria Asset Management Pty Ltd CIK 0002026352 0.747 12 0.0 0.0% 0 -13.4 pp +0.0 pp +0.0 pp +0.0 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forest Avenue Capital Management LP CIK 0001944889 0.275 24 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 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 +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SurgoCap Partners LP CIK 0001960830 0.872 13 0.0 0.0% 0 -4.4 pp +0.0 pp +0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sustainable Insight Capital Management, LLC CIK 0001580677 0.133 78 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 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
MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 JCI). Qtrs Held counts distinct quarters this fund has actually held JCI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JCI position size. Δ columns are the percentage-point change in JCI'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