Signals

← Signals

☆JIRE

221 in-universe funds with a nonzero position in JIRE within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23799
Score / z-0.624 / -0.82
Consensus89.23 over 177 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 4,240.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 286.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 178.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 145.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 120.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 114.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 82.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 76.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 74.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 70.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 61.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 60.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 54.9 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆New England Professional Planning Group Inc. CIK 0001540867 0.879 50 54.4 24.8% 1 +24.8 pp +24.8 pp +24.8 pp +24.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 53.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 52.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 51.4 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 49.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 47.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 40.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 34.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 34.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 31.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 29.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Elk River Wealth Management LLC CIK 0001844107 0.551 103 26.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 24.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 23.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 23.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 22.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 22.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 21.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 20.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 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 20.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 19.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 18.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 17.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 15.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 15.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 13.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 11.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 9.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 8.8 7.1% 3 +0.5 pp +1.4 pp +7.1 pp +7.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 8.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 7.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 7.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 7.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 5.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 5.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 5.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 5.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 5.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 5.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.0 0.0% 1 +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 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 4.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 4.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 4.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 4.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 3.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 1.8 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.5 0.0% 1 +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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
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 JIRE). Qtrs Held counts distinct quarters this fund has actually held JIRE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JIRE position size. Δ columns are the percentage-point change in JIRE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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