Signals

← Signals

☆JGRO

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

Flow ranking

Rank#24253
Score / z-0.371 / -0.56
Consensus115.34 over 218 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+270% / 1.0d

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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 981.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 566.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 395.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 349.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 197.4 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 179.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 175.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 124.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 96.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 91.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 83.8 15.4% 4 -0.6 pp +3.2 pp +1.8 pp +15.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 81.7 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 78.2 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 77.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 60.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 60.4 7.3% 2 -0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆American Trust CIK 0001905128 0.729 334 59.4 5.0% 2 +1.3 pp +5.0 pp +5.0 pp +5.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 57.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 51.7 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 49.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 46.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 46.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 44.9 13.7% 2 +0.3 pp +13.7 pp +13.7 pp +13.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 44.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 44.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 44.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 44.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 41.5 5.4% 4 +3.2 pp +1.4 pp +1.6 pp +5.4 pp
☆Trust Co CIK 0001632554 0.769 908 37.6 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 35.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 33.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 33.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 33.3 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 31.9 10.1% 2 -0.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 31.8 7.0% 2 -0.1 pp +7.0 pp +7.0 pp +7.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 30.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 29.9 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 29.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 26.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 26.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 26.5 6.6% 2 -0.0 pp +6.6 pp +6.6 pp +6.6 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 25.8 11.7% 2 +0.1 pp +11.7 pp +11.7 pp +11.7 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 19.3 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 18.0 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 17.7 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 17.4 4.0% 2 +0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 16.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 16.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 15.9 6.7% 2 +0.3 pp +6.7 pp +6.7 pp +6.7 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 13.6 6.2% 2 +4.4 pp +6.2 pp +6.2 pp +6.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 13.0 7.2% 2 +0.4 pp +7.2 pp +7.2 pp +7.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 11.1 6.0% 2 +0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 10.8 4.1% 3 +0.2 pp -0.2 pp +4.1 pp +4.1 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 10.0 5.3% 2 +2.2 pp +5.3 pp +5.3 pp +5.3 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 9.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 9.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 8.7 7.4% 2 +1.6 pp +7.4 pp +7.4 pp +7.4 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 8.6 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.4 0.5% 2 -1.6 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 8.3 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 8.2 6.1% 3 -0.6 pp -4.7 pp +6.1 pp +6.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 6.5 1.2% 2 +1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 6.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 6.2 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 6.1 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 5.5 1.0% 2 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 5.5 4.3% 2 -0.5 pp +4.3 pp +4.3 pp +4.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 5.2 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 5.2 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Argent Trust Co CIK 0001625292 0.533 769 5.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 4.6 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 4.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 4.1 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 4.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 3.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 3.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 3.3 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 3.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 3.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 2.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 2.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 2.4 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 2.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.9 0.1% 2 +0.0 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 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 3 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.5 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 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 1.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -1.5 pp -1.3 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 JGRO). Qtrs Held counts distinct quarters this fund has actually held JGRO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JGRO position size. Δ columns are the percentage-point change in JGRO'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