Signals

← Signals

☆JIVE

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

Flow ranking

Rank#19056
Score / z0.000 / -0.02
Consensus97.62 over 182 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 449.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 240.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 221.7 2.9% 5 +0.9 pp +1.1 pp +1.1 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 150.0 0.0% 6 +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 120.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 92.9 0.1% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 71.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 69.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 61.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 58.6 0.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 53.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 29.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 26.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 24.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 23.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 21.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.4 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 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 17.7 2.1% 5 -0.0 pp +0.5 pp +0.5 pp +0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 15.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 15.6 0.7% 3 +0.0 pp +0.5 pp +0.7 pp +0.7 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 15.5 3.0% 2 +0.5 pp +3.0 pp +3.0 pp +3.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 14.2 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 14.1 4.1% 5 -0.2 pp +0.8 pp +1.0 pp +1.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 13.7 0.7% 7 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 13.2 0.9% 5 -0.0 pp +0.1 pp +0.7 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 12.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oak Barrel Wealth Advisory LLC CIK 0002116315 0.437 86 10.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆KWB Wealth CIK 0001822236 0.452 169 10.2 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 10.0 2.5% 3 -0.0 pp +1.1 pp +2.5 pp +2.5 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 10.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 10.0 2.0% 3 +0.2 pp +0.9 pp +2.0 pp +2.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.1 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 8.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 8.3 1.7% 4 +0.3 pp +0.9 pp +1.2 pp +1.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 7.5 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.3 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 7.2 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 7.1 3.3% 4 +0.0 pp +0.8 pp +3.1 pp +3.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 6.8 0.8% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 6.5 2.4% 5 -0.2 pp +0.1 pp +0.2 pp +0.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 6.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 6.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 6.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 6.1 2.1% 3 -0.1 pp +0.9 pp +2.1 pp +2.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 4.8 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 4.3 2.1% 5 -0.5 pp -0.9 pp +0.1 pp +1.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.1 1.2% 3 -0.1 pp +0.5 pp +1.2 pp +1.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 4.0 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 4.0 0.9% 3 +0.0 pp +0.6 pp +0.9 pp +0.9 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 4.0 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 3.6 1.9% 5 -0.3 pp +0.5 pp +0.8 pp +1.4 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 3.6 2.7% 5 -0.4 pp -1.3 pp -2.3 pp -2.1 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 3.4 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 2.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 2.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 1.8 1.1% 2 +0.7 pp +1.1 pp +1.1 pp +1.1 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 1.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 1.4 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Illumine Investment Management, LLC CIK 0002052970 0.089 95 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 1.3 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 1.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 1.2 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.9 0.0% 2 +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 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.8 0.0% 1 +0.0 pp +0.0 pp -0.5 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.7 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Essential Investment Partners LLC CIK 2145170 0.138 312 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.5 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.5 0.3% 2 -2.1 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 0.302 105 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.1 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 0.1 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.1 0.1% 2 -0.0 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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% 3 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +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
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 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
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 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 -0.7 pp -0.7 pp -0.4 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 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 0.298 493 0.0 0.0% 0 -0.0 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -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% 0 -0.0 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 -0.8 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.0 0.0% 0 +0.0 pp -2.7 pp -2.5 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
☆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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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 -0.0 pp -0.0 pp -0.0 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
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 JIVE). Qtrs Held counts distinct quarters this fund has actually held JIVE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JIVE position size. Δ columns are the percentage-point change in JIVE'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