Signals

← Signals

☆JMBS

332 in-universe funds with a nonzero position in JMBS within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1224
Score / z0.043 / 0.02
Consensus97.31 over 183 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆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 1,290.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 986.5 0.2% 4 -0.0 pp -0.0 pp +0.1 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 440.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 167.1 1.5% 4 +0.2 pp +0.4 pp +0.5 pp +1.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 147.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 141.0 0.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 127.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 113.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 107.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 106.0 1.6% 4 +0.0 pp +0.0 pp +0.0 pp +1.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 93.4 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 92.2 4.8% 2 +0.5 pp +4.8 pp -0.1 pp +4.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 90.3 1.6% 5 +0.1 pp +0.3 pp +0.6 pp +1.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 89.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 88.1 4.5% 4 +0.1 pp +0.3 pp +0.6 pp +4.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 84.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 79.6 3.0% 4 +3.0 pp +3.0 pp +1.8 pp +3.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 79.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 69.3 2.6% 4 +0.1 pp +0.1 pp +0.2 pp +2.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 55.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 53.7 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 48.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 48.1 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 46.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 36.5 0.9% 4 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 34.6 4.3% 4 +0.7 pp +2.2 pp +1.2 pp +4.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 33.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 32.2 2.5% 4 -0.6 pp -0.6 pp -0.7 pp +2.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 31.5 0.5% 4 -0.0 pp +0.0 pp -0.4 pp +0.5 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 31.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 29.1 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
☆KWB Wealth CIK 0001822236 0.453 169 28.3 2.8% 4 -0.2 pp +2.4 pp +2.4 pp +2.8 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 27.8 5.8% 4 +0.1 pp -0.0 pp -0.2 pp +5.8 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 27.7 2.8% 4 +1.8 pp +1.3 pp +1.4 pp +2.8 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 27.7 1.9% 4 +0.8 pp +0.8 pp +0.8 pp +1.9 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 27.3 3.7% 4 -0.2 pp -0.3 pp -0.6 pp +3.7 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 26.8 1.9% 4 +0.5 pp +1.0 pp +0.6 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 26.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 26.0 1.6% 4 +0.1 pp +0.3 pp +0.2 pp +1.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 22.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 22.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 20.6 3.7% 1 +3.7 pp +0.3 pp +0.1 pp +3.7 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 20.5 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 19.6 2.4% 4 -0.1 pp -0.1 pp -0.6 pp +2.4 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 18.9 3.2% 4 +0.1 pp -0.0 pp +0.5 pp +3.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 18.9 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 17.8 0.3% 4 -0.9 pp -0.9 pp -0.8 pp +0.3 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 17.4 2.3% 4 +0.3 pp +0.3 pp +0.2 pp +2.3 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 17.4 1.8% 4 -0.0 pp +0.8 pp +0.3 pp +1.8 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 16.1 2.3% 4 -0.0 pp -0.0 pp +0.3 pp +2.3 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 15.0 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 14.1 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 14.1 3.3% 4 -1.5 pp -0.3 pp -0.3 pp +3.3 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 14.0 1.5% 4 +0.0 pp +0.2 pp +0.1 pp +1.5 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 13.8 2.2% 4 +0.2 pp +0.2 pp +0.4 pp +2.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 13.7 1.2% 4 +0.1 pp +0.1 pp +0.2 pp +1.2 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 12.2 4.6% 4 +0.2 pp +0.2 pp +0.1 pp +4.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 11.3 3.0% 4 +0.4 pp +0.9 pp +1.4 pp +3.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 10.7 5.9% 4 +0.1 pp +1.4 pp +5.6 pp +5.9 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 10.5 0.7% 3 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 10.2 1.2% 2 -0.2 pp +1.2 pp -1.2 pp +1.2 pp
☆Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 9.5 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 8.9 1.9% 4 +0.4 pp +0.4 pp +0.3 pp +1.9 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 7.7 5.3% 4 -0.1 pp +0.6 pp +0.4 pp +5.3 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 7.6 2.4% 3 +0.0 pp -0.4 pp +2.4 pp +2.4 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 7.6 3.9% 4 -0.1 pp -0.3 pp -0.5 pp +3.9 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 7.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 6.5 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 6.5 2.8% 4 +0.2 pp +0.2 pp +0.8 pp +2.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 6.3 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 6.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 5.8 2.4% 6 +0.2 pp +0.2 pp +0.1 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 5.1 0.5% 4 -0.1 pp -0.5 pp -0.5 pp +0.5 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 4.5 0.9% 3 +0.2 pp +0.7 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 4.5 0.1% 4 +0.0 pp +0.0 pp -1.4 pp +0.1 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 4.4 1.4% 1 +1.4 pp -0.1 pp +0.9 pp +1.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 4.1 1.6% 4 -0.0 pp -0.1 pp -0.0 pp +1.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 3.9 2.9% 4 +0.5 pp +1.2 pp +1.5 pp +2.9 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 3.7 2.5% 4 +0.1 pp -0.1 pp -0.2 pp +2.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.6 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 3.6 2.3% 4 +0.0 pp -0.6 pp -0.7 pp +2.3 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 3.6 3.0% 4 -0.2 pp +0.0 pp -0.7 pp +3.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.4 0.0% 4 -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 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 0.466 49 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 2.8 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 2.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 2.7 1.5% 3 -0.4 pp +0.9 pp +1.5 pp +1.5 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 2.6 5.0% 1 +5.0 pp +2.5 pp +2.5 pp +5.0 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 2.6 1.8% 4 +0.0 pp -0.2 pp -0.3 pp +1.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.5 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 2.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.4 0.4% 4 -0.0 pp -0.3 pp -0.2 pp +0.4 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 2.4 1.1% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 2.2 2.2% 3 +0.5 pp +1.2 pp +2.2 pp +2.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 2.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 2.1 0.3% 6 -0.3 pp -0.3 pp -0.2 pp -0.3 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 2.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.9 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 1.8 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 1.8 0.5% 4 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 1.7 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 4 -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 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.4 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 1.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.2 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 1.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 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
☆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
☆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
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -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% 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
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 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 Asset Strategies, Inc. CIK 0001539948 0.466 259 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -11.9 pp -11.7 pp -11.4 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 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 +0.0 pp -0.2 pp -0.2 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
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.3 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.2 pp -0.4 pp -0.3 pp -0.3 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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