Signals

← Signals

☆JMBS

249 in-universe funds with a nonzero position in JMBS within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24051
Score / z-0.158 / -0.24
Consensus90.95 over 170 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 983.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 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 972.4 0.1% 4 -0.0 pp +0.0 pp +0.0 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 837.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 409.7 11.7% 2 +0.3 pp +11.7 pp +11.7 pp +11.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 159.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 142.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 137.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 129.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 118.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 97.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 94.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 82.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 80.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 78.6 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 74.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 68.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 67.3 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 66.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 65.3 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 64.0 1.3% 3 +0.3 pp +0.7 pp +1.3 pp +1.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 57.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 49.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 38.6 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 38.0 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 32.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 27.8 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 27.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 26.9 5.8% 2 -0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 24.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 24.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 24.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 21.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 20.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 19.7 3.2% 2 +0.5 pp +3.2 pp +3.2 pp +3.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 19.4 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 19.4 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 19.0 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 16.5 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 16.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 15.3 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 15.1 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 14.7 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 14.3 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 14.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 12.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.778 228 12.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 11.9 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 11.7 4.5% 2 -0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 11.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 9.3 1.0% 2 -0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 9.1 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 8.6 4.5% 2 +4.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 7.7 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 7.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 7.1 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 6.8 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 6.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 6.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 5.7 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 5.7 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 5.5 2.1% 4 -0.1 pp -0.3 pp -0.1 pp +2.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 5.0 1.5% 2 +1.1 pp +1.5 pp +1.5 pp +1.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 4.6 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 4.4 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 4.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆KWB Wealth CIK 0001822236 0.452 169 3.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 3.6 3.0% 2 -0.7 pp +3.0 pp +3.0 pp +3.0 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 3.6 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.4 0.1% 2 -1.4 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.3 0.0% 2 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 2.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 2.3 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 2.2 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 1.9 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 1.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendel Money Management CIK 0001600585 0.195 127 1.5 0.6% 2 -0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 1.3 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 1.2 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 1.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 1.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.9 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.9 0.0% 2 -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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.8 0.0% 2 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 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 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 2 +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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆United Community Bank CIK 0002000314 0.267 534 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 2 -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 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 2 -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% 2 -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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 +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% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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% 2 -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% 2 -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% 2 -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% 2 -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 0.0 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% 2 -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
☆Archer Investment Corp CIK 0001803804 0.301 1254 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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -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% 0 -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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -4.9 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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 +0.0 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
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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