Signals

← Signals

☆JIRE

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

Flow ranking

Rank#200
Score / z0.955 / 1.35
Consensus120.49 over 223 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-77% / 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 4,314.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 753.1 1.0% 3 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 444.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 245.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 217.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 133.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 125.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 122.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 121.0 1.2% 3 -0.3 pp -0.1 pp +1.2 pp +1.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 111.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 103.8 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 100.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 93.3 1.3% 3 -0.3 pp +0.2 pp +1.3 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 92.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 90.2 3.6% 3 -1.2 pp -1.3 pp +3.6 pp +3.6 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 78.6 1.4% 3 +0.0 pp +0.6 pp +1.4 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 69.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 68.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 65.7 5.9% 3 -0.0 pp -0.1 pp +5.9 pp +5.9 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 61.6 9.7% 3 +0.1 pp +0.2 pp +9.7 pp +9.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 60.5 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆New England Professional Planning Group Inc. CIK 0001540867 0.879 50 57.3 24.0% 3 -0.9 pp -0.8 pp +24.0 pp +24.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 56.5 11.8% 3 +0.5 pp +1.4 pp +11.8 pp +11.8 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 49.5 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 47.1 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 47.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 38.3 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 37.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 34.9 2.9% 3 +0.0 pp -0.2 pp +2.9 pp +2.9 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 34.8 3.6% 3 +0.2 pp +0.3 pp +3.6 pp +3.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 34.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 34.0 1.1% 3 +1.0 pp +1.0 pp +1.1 pp +1.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 31.7 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 27.5 5.4% 3 +0.8 pp +0.0 pp +5.4 pp +5.4 pp
☆Elk River Wealth Management LLC CIK 0001844107 0.551 103 27.5 4.4% 3 +0.0 pp -0.1 pp +4.4 pp +4.4 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 27.4 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 24.4 1.1% 3 -0.0 pp +0.2 pp +1.1 pp +1.1 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 24.4 5.1% 3 +0.1 pp +0.5 pp +5.1 pp +5.1 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 24.1 2.5% 3 -0.3 pp -0.4 pp +2.5 pp +2.5 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 23.8 3.2% 3 +0.1 pp +0.3 pp +3.2 pp +3.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 23.5 1.7% 3 -0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 23.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 22.5 8.9% 3 -0.6 pp -0.7 pp +8.9 pp +8.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.9 0.0% 3 -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 21.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 21.4 5.7% 3 +0.2 pp +1.5 pp +5.7 pp +5.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 21.1 4.3% 3 -0.2 pp -0.7 pp +4.3 pp +4.3 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 20.4 1.7% 3 +0.4 pp +0.3 pp +1.7 pp +1.7 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 20.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 19.7 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 19.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 19.1 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 18.8 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 15.4 1.0% 3 +0.2 pp +0.8 pp +1.0 pp +1.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 13.2 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 10.8 2.5% 3 +0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 9.7 7.4% 5 +0.2 pp +0.3 pp +0.8 pp +1.6 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 9.6 3.7% 3 +0.4 pp +0.6 pp +3.7 pp +3.7 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 9.6 1.0% 3 +0.2 pp +0.3 pp +1.0 pp +1.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 8.4 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 8.2 2.4% 3 +0.4 pp +0.6 pp +2.4 pp +2.4 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 8.2 1.7% 3 -0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 7.9 4.0% 3 -0.3 pp -0.4 pp +4.0 pp +4.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 7.3 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 7.2 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 7.0 3.8% 3 +0.2 pp +0.4 pp +3.8 pp +3.8 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 7.0 2.5% 3 -0.4 pp +1.0 pp +2.5 pp +2.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 6.3 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 5.9 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 5.8 2.0% 3 -0.3 pp -0.3 pp +2.0 pp +2.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 5.6 1.8% 3 -0.6 pp -0.3 pp +1.8 pp +1.8 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 5.4 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 5.3 1.4% 3 +0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.7 0.1% 3 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.6 1.2% 3 +0.1 pp +0.0 pp +1.2 pp +1.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.4 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 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 3.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.9 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 2.9 0.6% 3 +0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.8 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 2.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 2.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 2.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 2.4 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 2.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 2.3 0.5% 3 -0.0 pp -0.7 pp +0.5 pp +0.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 2.2 2.2% 2 +0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.2 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 1.9 0.8% 3 +0.0 pp +0.4 pp +0.8 pp +0.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 1.7 3.3% 3 +1.1 pp +2.2 pp +3.3 pp +3.3 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 1.5 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 1.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 1.3 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.1 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆First Bank & Trust CIK 0001692632 0.535 270 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.9 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 0.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
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☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 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 -0.3 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 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 +0.0 pp -1.0 pp -0.6 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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 -0.1 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.9 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
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.6 pp -0.3 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 (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