Signals

← Signals

☆JMBS

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

Flow ranking

Rank#843
Score / z0.128 / 0.15
Consensus70.58 over 133 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+1% / 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 ▾
☆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 910.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 820.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 462.9 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 362.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 138.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 118.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 113.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 111.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 111.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 90.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 89.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 88.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 77.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 67.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 66.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 63.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 63.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 62.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 58.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 58.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 55.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 48.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 38.4 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 36.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 36.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 33.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 29.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 28.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 26.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 26.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 25.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 24.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 23.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 21.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 21.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 19.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 18.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 17.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 17.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 15.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 14.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 14.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 14.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 13.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 13.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 13.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 12.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 11.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 11.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 10.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 10.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 10.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 9.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 7.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 7.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 6.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.7 0.0% 2 +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 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 6.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 5.3 2.2% 3 -0.2 pp -0.0 pp +2.2 pp +2.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 4.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 4.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 4.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 3.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 3.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mendel Money Management CIK 0001600585 0.195 127 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.7 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 2.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 2.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 1.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 1.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Haverford Financial Services, Inc. CIK 0001347683 0.408 49 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 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
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 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
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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
☆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
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 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 JMBS). Qtrs Held counts distinct quarters this fund has actually held JMBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JMBS position size. Δ columns are the percentage-point change in JMBS'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