Signals

JFLX

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

Flow ranking

Rank#18876
Score / z0.000 / -0.02
Consensus39.88 over 66 funds
Momentumnot computed

Price & positioning

221 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
Glenview Trust Co CIK 0001691827 0.856 500 107.7 1.5% 4 -0.1 pp -0.1 pp -0.1 pp +1.5 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 73.0 7.0% 3 -0.5 pp -1.1 pp +7.0 pp +7.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 69.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 43.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Allegheny Financial Group CIK 0001844148 0.552 305 35.4 3.8% 4 -0.9 pp -1.0 pp -1.9 pp +3.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 31.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 24.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 23.1 1.8% 4 -0.2 pp -0.0 pp +1.3 pp +1.8 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 22.8 3.8% 4 -0.1 pp -0.0 pp +0.2 pp +3.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 21.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 19.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.394 469 17.9 1.1% 4 -0.1 pp -0.1 pp +0.1 pp +1.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 13.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 13.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 13.1 0.7% 4 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 11.3 1.3% 4 +0.2 pp +0.2 pp -0.2 pp +1.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 10.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 9.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.4 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 6.5 0.0% 4 +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 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 3.3 3.2% 4 +0.3 pp +0.2 pp +0.5 pp +3.2 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 3.2 0.6% 3 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oak Barrel Wealth Advisory LLC CIK 0002116315 0.437 86 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 1.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 1.3 0.4% 4 -0.0 pp -0.2 pp -0.2 pp +0.4 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 1.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
ARWA LLC CIK 0002113621 0.167 139 1.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 0.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEN Financial Management, INC. CIK 0002032497 0.680 42 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.3 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 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.2 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 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 3 -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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 3 -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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hickory Point Bank & Trust CIK 0002039144 0.327 442 0.0 0.0% 2 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.0 0.0% 0 -0.1 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 -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunflower Bank, N.A. CIK 0001818759 0.686 159 0.0 0.0% 0 +0.0 pp -0.1 pp -2.7 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 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
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 -4.2 pp -7.6 pp -7.4 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 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
Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.614 2019 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 -0.0 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 JFLX). Qtrs Held counts distinct quarters this fund has actually held JFLX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JFLX position size. Δ columns are the percentage-point change in JFLX'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