Signals

← Signals

☆JIRE

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

Flow ranking

Rank#24843
Score / z-0.423 / -0.53
Consensus132.26 over 241 funds
Momentum-0.17 =

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest-55% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 550.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 307.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 264.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 189.2 2.9% 5 +0.3 pp +1.5 pp +1.6 pp +2.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 165.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 155.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 152.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 137.9 1.3% 3 -0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 132.5 1.0% 5 +0.0 pp -0.2 pp -0.5 pp -0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 127.5 0.5% 4 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 115.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 109.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 103.0 3.5% 5 -0.0 pp -0.1 pp -1.3 pp -1.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 100.3 0.9% 5 -0.1 pp -0.3 pp -0.6 pp -0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 99.5 1.5% 5 -0.0 pp -0.4 pp -0.2 pp -0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 75.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 75.5 6.0% 5 -0.3 pp +0.1 pp +0.0 pp -0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 74.8 9.9% 5 -0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 70.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 69.5 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 65.3 13.0% 5 +0.3 pp +1.1 pp +1.6 pp +2.5 pp
☆New England Professional Planning Group Inc. CIK 0001540867 0.879 50 62.8 23.5% 5 -1.2 pp -0.6 pp -1.5 pp -1.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 61.8 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 61.5 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 58.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 53.2 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 49.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 48.9 1.2% 5 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 41.8 3.0% 5 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 39.6 3.7% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 38.6 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 38.2 0.5% 4 -0.2 pp -0.2 pp -0.1 pp +0.5 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 37.9 8.4% 2 -1.0 pp +8.4 pp +8.4 pp +8.4 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 36.0 1.8% 5 +0.3 pp +0.8 pp +1.0 pp +1.6 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 34.7 1.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 33.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 32.7 5.4% 5 -0.1 pp -0.0 pp +0.8 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 31.2 7.1% 5 -0.4 pp +1.4 pp +1.6 pp +2.9 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 30.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 30.1 0.7% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 29.0 0.4% 7 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 28.9 4.8% 5 -0.4 pp -0.3 pp -0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 27.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 26.6 1.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Elk River Wealth Management LLC CIK 0001844107 0.551 103 26.6 4.2% 5 -0.4 pp -0.2 pp -0.1 pp -0.2 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 26.6 2.5% 5 -0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 25.2 8.8% 5 -0.2 pp -0.1 pp -0.6 pp -0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.7 0.1% 5 -0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 24.0 1.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 23.7 0.0% 2 -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 22.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 21.6 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 21.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 20.6 3.4% 5 -0.6 pp -0.8 pp -1.0 pp -1.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 20.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 19.9 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 18.7 3.5% 5 +0.1 pp +0.6 pp +0.7 pp +0.8 pp
☆Navigation Group, LLC CIK 0002132497 0.648 121 18.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.9 0.0% 5 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.9 0.0% 5 -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 15.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 15.6 1.8% 5 +0.3 pp +0.8 pp +0.9 pp +1.0 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 13.5 3.8% 5 -0.4 pp +0.0 pp +0.5 pp +0.6 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 12.9 1.8% 5 +0.1 pp +0.0 pp +0.4 pp +0.3 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 12.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 11.5 2.9% 5 +0.3 pp +0.6 pp +0.9 pp +1.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 11.5 1.1% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 11.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 11.2 0.8% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 10.9 6.2% 3 +1.0 pp -2.2 pp +6.2 pp +6.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 10.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 10.5 7.5% 7 -0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 10.1 4.3% 5 +0.2 pp +0.3 pp +0.1 pp -0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 10.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 9.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 9.4 1.7% 5 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 8.9 1.1% 5 +0.2 pp -0.1 pp +0.0 pp -0.1 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 8.4 3.9% 5 -0.2 pp +0.1 pp +0.4 pp +0.5 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 8.3 2.5% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 7.6 5.8% 2 +0.3 pp +5.8 pp +5.8 pp +5.8 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 7.5 2.3% 5 -0.1 pp -0.2 pp -0.6 pp +0.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 6.9 0.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 6.7 2.6% 5 -0.4 pp +0.0 pp +0.1 pp +0.3 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 6.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 6.5 4.6% 2 +2.3 pp +4.6 pp +4.6 pp +4.6 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 6.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 6.2 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 6.1 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 5.9 0.5% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 5.5 2.5% 5 +0.0 pp +0.7 pp +0.1 pp +0.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 5.1 1.0% 3 +0.5 pp +0.9 pp +1.0 pp +1.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 5.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 4.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 4.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 4.4 1.1% 3 +0.6 pp +0.9 pp +1.1 pp +1.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.3 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 4.0 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.6 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.3 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 3.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.1 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.0 0.3% 5 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 3.0 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆1015 Capital Partners, LLC CIK 0002133991 0.252 609 3.0 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 2.9 0.8% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 2.8 2.3% 4 +0.1 pp +0.2 pp +0.5 pp +2.3 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.8 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 2.7 0.5% 2 -0.0 pp +0.5 pp -0.4 pp +0.5 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 2.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.5 0.6% 3 -0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 2.4 2.0% 3 -0.2 pp -0.4 pp +2.0 pp +2.0 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 2.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Independence Asset Advisors, LLC CIK 0002010929 0.677 25 2.3 0.6% 3 -0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.3 0.4% 5 -0.9 pp -0.8 pp -0.7 pp -0.7 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 2.2 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 2.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 2.2 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 2.1 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 2.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 1.9 0.6% 4 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 1.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 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% 5 -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 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 -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
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 4 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -3.0 pp -3.3 pp -2.2 pp -1.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 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
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 -1.7 pp -1.4 pp -1.4 pp -1.6 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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 +0.0 pp -0.0 pp -0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -1.4 pp -1.7 pp -1.8 pp -1.6 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp +0.0 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 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
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -3.6 pp -3.2 pp -3.1 pp -2.9 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +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 0.299 493 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -1.9 pp -2.0 pp -2.3 pp -2.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 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
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 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
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp -1.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 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 -0.1 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 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
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 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
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -1.8 pp -1.4 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 -0.6 pp -0.3 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
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 (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