Signals

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☆JIII

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

Flow ranking

Rank#689
Score / z0.209 / 0.23
Consensus8.95 over 17 funds
Momentum-0.26 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest+20% / 1.1d ⚡

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
–
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 ▾
☆Southern Financial Group, LLC CIK 2140714 0.869 95 70.0 17.9% 2 -0.9 pp +17.9 pp +17.9 pp +17.9 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 46.9 4.0% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 9.5 1.4% 3 -0.2 pp +0.8 pp +1.4 pp +1.4 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 8.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 4.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 2.1 0.7% 3 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.9 0.4% 3 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.7 0.4% 3 +0.0 pp -0.7 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.6 0.0% 2 -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 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +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
☆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
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 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 JIII). Qtrs Held counts distinct quarters this fund has actually held JIII (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JIII position size. Δ columns are the percentage-point change in JIII'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