Signals

← Signals

☆JMBS

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

Flow ranking

Rank#22229
Score / z-0.060 / -0.10
Consensus95.52 over 184 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+74% / 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)
–
Fund Positions
–
Quarters Held
–

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 1,161.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 987.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 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 837.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 406.1 11.9% 3 +0.2 pp +0.5 pp +11.9 pp +11.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 156.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 146.8 1.3% 3 +0.1 pp +0.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 140.9 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 138.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 128.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 108.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 101.8 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 95.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 86.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 86.5 4.3% 1 +4.3 pp -0.6 pp +4.3 pp +4.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 86.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 82.7 4.4% 3 +0.2 pp +0.5 pp +4.4 pp +4.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 79.6 1.5% 4 +0.2 pp +0.5 pp +0.9 pp +1.5 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 75.3 2.5% 3 +0.0 pp +0.1 pp +2.5 pp +2.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 71.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 70.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 68.9 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 56.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 49.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 41.8 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 40.2 3.2% 3 +0.0 pp -0.1 pp +3.2 pp +3.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 37.7 0.8% 3 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.0 0.0% 3 -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 32.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 31.6 3.0% 3 +2.6 pp +2.6 pp +3.0 pp +3.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 29.9 3.7% 3 +1.5 pp +0.6 pp +3.7 pp +3.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 28.8 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 28.5 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 27.8 3.9% 3 -0.1 pp -0.4 pp +3.9 pp +3.9 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 27.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 27.3 5.8% 3 -0.1 pp -0.2 pp +5.8 pp +5.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 27.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 25.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 24.9 1.5% 3 +0.2 pp +0.1 pp +1.5 pp +1.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 22.9 0.6% 3 +0.0 pp -0.3 pp +0.6 pp +0.6 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 21.4 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 20.5 4.9% 3 +1.3 pp +1.3 pp +4.9 pp +4.9 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 19.8 1.4% 3 +0.5 pp +0.1 pp +1.4 pp +1.4 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 19.2 2.5% 3 -0.0 pp -0.5 pp +2.5 pp +2.5 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 18.9 3.1% 3 -0.1 pp +0.4 pp +3.1 pp +3.1 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 18.1 1.8% 3 +0.9 pp +0.4 pp +1.8 pp +1.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 16.1 2.3% 3 -0.0 pp +0.3 pp +2.3 pp +2.3 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 16.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 14.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 14.9 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 14.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 13.3 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 12.8 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 12.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 12.5 2.0% 3 +0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 12.5 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 12.1 4.4% 3 -0.1 pp -0.1 pp +4.4 pp +4.4 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 10.9 2.5% 3 +0.5 pp +1.0 pp +2.5 pp +2.5 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 10.6 5.8% 3 +1.3 pp +5.5 pp +5.8 pp +5.8 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 10.4 1.0% 3 -0.5 pp -0.4 pp +1.0 pp +1.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 10.3 1.3% 1 +1.3 pp -1.0 pp +1.3 pp +1.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 7.8 5.4% 3 +0.7 pp +0.4 pp +5.4 pp +5.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 7.7 4.0% 3 -0.2 pp -0.5 pp +4.0 pp +4.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 7.6 1.5% 3 +0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 7.6 2.4% 2 -0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 6.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 6.5 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 6.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 6.1 2.6% 3 +0.1 pp +0.6 pp +2.6 pp +2.6 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 6.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 5.6 2.2% 5 +0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 4.8 0.6% 3 -0.3 pp -0.4 pp +0.6 pp +0.6 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 4.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 4.4 0.1% 3 +0.0 pp -1.4 pp +0.1 pp +0.1 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 4.3 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 3.9 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 3.9 3.2% 3 +0.2 pp -0.5 pp +3.2 pp +3.2 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 3.6 2.2% 3 -0.6 pp -0.7 pp +2.2 pp +2.2 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 3.6 2.5% 3 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 3.3 1.8% 2 +1.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 3.2 2.4% 3 +0.7 pp +1.0 pp +2.4 pp +2.4 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 2.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 2.5 1.7% 3 -0.2 pp -0.3 pp +1.7 pp +1.7 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.4 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 2.4 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 2.2 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.1 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 1.9 0.9% 4 +0.3 pp +0.3 pp +0.3 pp +0.9 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 1.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 1.8 1.7% 2 +0.8 pp +1.7 pp +1.7 pp +1.7 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 1.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 1.6 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 1.5 2.5% 3 +0.2 pp +0.1 pp +2.5 pp +2.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.164 135 1.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 1.1 0.4% 3 -5.5 pp -5.6 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.0 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mendel Money Management CIK 0001600585 0.195 127 1.0 0.4% 3 -0.2 pp -0.8 pp +0.4 pp +0.4 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 0.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Haverford Financial Services, Inc. CIK 0001347683 0.408 49 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.449 313 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.7 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.6 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.6 0.0% 3 -0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.5 0.0% 1 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.4 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 0.3 0.1% 3 -2.2 pp -2.3 pp +0.1 pp +0.1 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.467 259 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.2 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 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% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.1 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 -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% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 2 +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% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 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% 3 -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% 3 -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
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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% 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% 2 +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
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -3.0 pp -3.1 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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -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
☆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
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 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
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -0.1 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
☆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
☆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
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.0 0.0% 0 -1.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 -3.4 pp -3.6 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
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -0.7 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 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
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -2.5 pp -2.5 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆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
☆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
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 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
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status