Signals

← Signals

☆JMUB

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

Flow ranking

Rank#879
Score / z0.096 / 0.14
Consensus158.43 over 285 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 193.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 162.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 148.4 6.9% 2 -0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 128.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 122.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 113.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 69.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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 63.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 59.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 59.3 4.0% 2 +1.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 58.6 1.7% 2 +0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 53.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 53.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 49.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 42.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 39.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 38.5 0.8% 2 -0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 38.2 9.6% 2 -0.1 pp +9.6 pp +9.6 pp +9.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 36.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 35.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 34.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 34.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 33.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 31.6 7.6% 2 +0.3 pp +7.6 pp +7.6 pp +7.6 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 31.5 4.7% 2 +0.6 pp +4.7 pp +4.7 pp +4.7 pp
☆American Trust CIK 0001905128 0.729 334 24.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 24.0 2.1% 2 +0.8 pp +2.1 pp +2.1 pp +2.1 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 23.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 21.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 21.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 21.1 4.6% 2 +1.0 pp +4.6 pp +4.6 pp +4.6 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 20.7 7.5% 2 -0.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 20.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 20.3 4.7% 2 -0.4 pp +4.7 pp +4.7 pp +4.7 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 19.6 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 18.7 6.4% 2 +2.3 pp +6.4 pp +6.4 pp +6.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 18.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 18.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 17.4 1.2% 2 +0.8 pp +1.2 pp +1.2 pp +1.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 17.2 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 16.7 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 16.2 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 15.0 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 13.2 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 13.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 13.0 1.0% 2 -0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 12.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 11.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 11.7 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 11.4 1.6% 2 -0.8 pp +1.6 pp +1.6 pp +1.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 10.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 10.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 10.2 2.7% 2 -1.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 9.9 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 9.9 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 9.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 8.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 8.7 0.6% 4 +0.1 pp +0.5 pp +0.5 pp +0.6 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 8.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.0 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.8 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 7.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 7.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 7.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 7.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 6.7 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 6.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 6.6 3.9% 2 -0.9 pp +3.9 pp +3.9 pp +3.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 6.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 6.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 6.4 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 6.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 6.0 1.4% 2 +0.8 pp +1.4 pp +1.4 pp +1.4 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 5.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 5.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 5.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 5.7 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 5.7 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 5.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 5.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 5.0 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 4.8 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 4.7 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 4.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 4.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 4.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 4.0 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 3.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 3.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 3.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 3.6 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.6 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.5 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 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 3.1 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 3.1 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 3.0 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 3.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.0 0.1% 2 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 2.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 2.8 1.1% 4 -0.0 pp -0.4 pp -0.3 pp +1.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 2.7 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 2.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 2.3 1.2% 4 +0.1 pp +0.4 pp +0.8 pp +1.2 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 2.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 1.4 0.9% 2 -0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 0.2 0.0% 4 +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
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 2 -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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 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
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 -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
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 +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
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 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
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.1 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 JMUB). Qtrs Held counts distinct quarters this fund has actually held JMUB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JMUB position size. Δ columns are the percentage-point change in JMUB'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