Signals

← Signals

☆JMBS

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

Flow ranking

Rank#1248
Score / z0.047 / 0.04
Consensus102.86 over 192 funds
Momentumnot computed

Price & positioning

223 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 1,374.3 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,006.4 0.1% 5 -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 444.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 179.7 1.6% 5 +0.0 pp +0.2 pp +0.4 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 153.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 151.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 149.5 0.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 127.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 121.0 1.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 116.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 108.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 99.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 91.6 4.5% 3 -0.2 pp +0.2 pp +4.5 pp -0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 89.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 83.5 3.8% 5 -0.7 pp -0.6 pp -0.4 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 83.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 82.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 80.5 2.6% 5 -0.4 pp +2.6 pp +2.6 pp +1.4 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 73.7 2.3% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 53.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 52.0 0.1% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 49.8 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 48.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 47.1 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 38.2 4.4% 5 +0.1 pp +0.7 pp +2.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 36.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 35.1 0.6% 5 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 33.3 2.4% 5 -0.1 pp -0.8 pp -0.8 pp -0.8 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 32.2 2.0% 5 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 30.4 1.8% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 30.0 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 29.4 0.4% 6 -1.2 pp -1.1 pp -0.9 pp -0.6 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 29.0 3.5% 5 -0.2 pp -0.4 pp -0.5 pp -0.8 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 28.1 5.5% 5 -0.3 pp -0.2 pp -0.3 pp -0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 27.1 1.5% 5 -0.1 pp +0.0 pp +0.2 pp +0.1 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 26.3 2.3% 5 -0.4 pp +1.3 pp +0.8 pp +1.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 25.8 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 23.0 0.4% 4 -0.0 pp -0.2 pp -0.1 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 22.3 4.9% 5 +1.5 pp +0.0 pp +1.3 pp +1.3 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 20.1 2.9% 5 -0.3 pp -0.2 pp -0.3 pp +0.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 19.8 2.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.7 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 19.2 1.8% 5 -0.0 pp -0.1 pp +0.8 pp +0.3 pp
☆KWB Wealth CIK 0001822236 0.452 169 18.9 1.6% 5 -1.2 pp -1.4 pp +1.2 pp +1.2 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 18.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 17.5 2.1% 5 -0.2 pp +0.1 pp +0.1 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 16.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 16.3 5.1% 6 +4.7 pp +4.8 pp +4.8 pp +4.9 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 16.1 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 15.8 0.2% 5 -0.1 pp -1.0 pp -1.0 pp -0.9 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 15.6 2.0% 5 -0.3 pp -0.3 pp -0.3 pp +0.1 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 15.6 1.4% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 14.7 2.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 14.6 1.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 14.4 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 13.8 0.7% 4 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 12.6 2.3% 5 +0.4 pp +0.7 pp +0.8 pp +0.7 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 12.5 3.0% 5 +0.0 pp +0.5 pp +0.9 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 11.5 5.7% 5 -0.2 pp -0.1 pp +1.2 pp +5.4 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 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 10.5 3.3% 5 -1.3 pp -1.1 pp -1.2 pp -1.2 pp
☆Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 10.2 10.1% 2 -0.7 pp +10.1 pp +10.1 pp +10.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 10.0 1.0% 3 -0.2 pp -0.4 pp +1.0 pp -1.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 8.0 2.2% 4 -0.1 pp -0.1 pp -0.6 pp +2.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 7.7 4.9% 5 -0.4 pp -0.5 pp +0.2 pp -0.1 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 7.6 3.4% 5 -0.5 pp -0.6 pp -0.8 pp -1.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 7.3 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 7.1 2.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 6.9 1.6% 3 -0.1 pp +0.0 pp +1.6 pp +1.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 6.0 2.2% 7 -0.2 pp +0.0 pp +0.1 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 5.7 1.1% 4 +0.1 pp +0.3 pp +0.8 pp +1.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 5.4 0.3% 6 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 5.2 0.4% 5 -0.0 pp -0.2 pp -0.5 pp -0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 5.1 0.4% 4 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 4.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -1.4 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 4.4 1.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 4.1 2.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 4.0 2.6% 5 -0.3 pp +0.2 pp +0.9 pp +1.2 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.6 1.1% 2 -0.3 pp +1.1 pp -0.4 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 3.2 2.5% 5 -0.5 pp -0.6 pp -0.4 pp -1.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 2.9 2.6% 4 +0.4 pp +0.8 pp +1.6 pp +2.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 2.6 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 2.6 1.6% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 2.5 1.0% 6 -0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 2.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 2.5 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 2.4 1.2% 4 -0.3 pp -0.6 pp +0.6 pp +1.2 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 2.3 1.3% 5 -1.0 pp -1.0 pp -1.6 pp -1.7 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.3 0.5% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FLP Wealth Management, LLC CIK 0002052024 0.103 65 2.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 2.2 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 2.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 1.9 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.9 1.0% 4 -0.2 pp -0.0 pp -0.0 pp +1.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 1.9 1.1% 4 -0.1 pp -0.2 pp -0.3 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 1.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.8 0.0% 5 -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 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 1.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 1.5 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 1.5 0.4% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.3 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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.2 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 1.2 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 1.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
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☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.7 0.4% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
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☆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
☆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
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.4 pp -0.4 pp -0.7 pp -0.6 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.4 pp -5.9 pp -6.0 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
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆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
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 -0.4 pp -0.8 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp -0.0 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
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -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% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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
☆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
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.3 pp -0.5 pp -0.5 pp -0.5 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 -2.3 pp -1.8 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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
☆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
☆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
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 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
☆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
☆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
☆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
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -11.9 pp -11.7 pp -11.4 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
☆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
☆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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp -1.6 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 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 +0.0 pp +0.0 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -1.9 pp -1.4 pp -0.9 pp -1.4 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
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status