Signals

← Signals

☆JGRO

358 in-universe funds with a nonzero position in JGRO within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#292
Score / z0.680 / 0.95
Consensus139.56 over 262 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,201.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 642.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 430.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 363.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 230.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 214.0 0.1% 4 +0.0 pp +0.0 pp +0.0 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 181.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 133.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 119.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 117.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 102.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 80.6 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 75.0 2.3% 3 -0.2 pp -0.2 pp +2.3 pp +2.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 71.4 13.4% 5 -2.0 pp -2.6 pp +1.2 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 71.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 61.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 59.8 6.8% 3 -0.5 pp -0.7 pp +6.8 pp +6.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 56.6 0.8% 3 -0.2 pp -0.6 pp +0.8 pp +0.8 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 54.2 6.0% 5 +0.6 pp +3.9 pp +2.1 pp +2.2 pp
☆American Trust CIK 0001905128 0.729 334 53.4 4.5% 3 -0.5 pp +0.8 pp +4.5 pp +4.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 52.5 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 50.0 24.3% 1 +24.3 pp +24.3 pp +24.3 pp +24.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 49.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 49.4 0.0% 3 +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 47.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 46.2 13.3% 3 -0.4 pp -0.1 pp +13.3 pp +13.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 44.7 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 43.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 41.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 39.1 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 38.4 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 37.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Trust Co CIK 0001632554 0.769 908 37.4 3.5% 3 -0.3 pp -0.4 pp +3.5 pp +3.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 35.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 33.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 33.0 2.2% 3 -0.1 pp +0.0 pp +2.2 pp +2.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 32.0 0.7% 3 -0.3 pp -0.3 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 31.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 30.3 0.8% 3 -0.3 pp -0.1 pp +0.8 pp +0.8 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 30.0 7.0% 3 +0.3 pp +0.3 pp +7.0 pp +7.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 29.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 26.7 5.6% 3 -1.4 pp -1.4 pp +5.6 pp +5.6 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 25.8 11.6% 3 -0.0 pp +0.0 pp +11.6 pp +11.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 20.0 3.3% 3 +0.0 pp -0.3 pp +3.3 pp +3.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 17.9 2.6% 3 -0.0 pp -0.0 pp +2.6 pp +2.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 17.8 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 17.5 3.7% 3 -0.3 pp +0.1 pp +3.7 pp +3.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 17.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 17.2 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 16.2 8.2% 3 +1.0 pp +1.4 pp +8.2 pp +8.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 14.1 0.9% 3 +0.3 pp +0.8 pp +0.9 pp +0.9 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 14.1 6.2% 3 -0.0 pp +4.3 pp +6.2 pp +6.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 12.2 4.2% 4 +0.0 pp +0.2 pp -0.2 pp +4.2 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 11.4 5.8% 3 -0.2 pp -0.1 pp +5.8 pp +5.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 10.9 5.5% 3 +0.2 pp +2.3 pp +5.5 pp +5.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.7 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 9.8 4.2% 3 -2.4 pp -2.1 pp +4.2 pp +4.2 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 9.5 1.4% 3 +0.2 pp +1.2 pp +1.4 pp +1.4 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 9.4 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 8.7 0.4% 4 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 8.2 5.8% 3 -1.7 pp -0.0 pp +5.8 pp +5.8 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 7.5 5.8% 4 -0.3 pp -1.0 pp -5.0 pp +5.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 7.2 0.2% 3 -0.3 pp -1.9 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 6.4 2.8% 3 -0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.4 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 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 6.2 3.6% 3 +1.0 pp +1.0 pp +3.6 pp +3.6 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 6.2 1.9% 3 +0.2 pp +0.8 pp +1.9 pp +1.9 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 6.0 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 6.0 1.1% 3 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 5.3 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 5.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 5.1 4.0% 3 -0.3 pp -0.8 pp +4.0 pp +4.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.6 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 4.6 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 4.0 2.1% 3 -0.2 pp -0.1 pp +2.1 pp +2.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 3.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 3.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 3.5 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆Private Wealth Partners, LLC CIK 0001335851 0.644 178 3.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.4 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empire Life Investments Inc. CIK 0001640951 0.544 113 3.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 3.3 2.2% 3 -0.0 pp +0.2 pp +2.2 pp +2.2 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 3.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 3.2 0.9% 3 +0.5 pp +0.4 pp +0.9 pp +0.9 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.2 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 3.2 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 2.9 2.1% 3 +0.3 pp +0.6 pp +2.1 pp +2.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 3 +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 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 2.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.3 0.9% 3 +0.5 pp +0.5 pp +0.9 pp +0.9 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.3 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 2.3 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 2.2 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 2.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.9 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.8 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 4 +0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 1.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 1.6 0.8% 3 +0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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