Signals

← Signals

☆JMUB

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

Flow ranking

Rank#715
Score / z0.194 / 0.22
Consensus205.54 over 380 funds
Momentumno 12m return

Price & positioning

227 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 343.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 266.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 222.4 8.1% 5 -0.8 pp +1.2 pp +1.2 pp +1.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 207.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 165.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 158.2 0.1% 5 +0.0 pp +0.0 pp +0.1 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 150.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 132.5 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 110.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 90.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 76.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 68.6 0.3% 5 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 68.4 3.8% 5 -0.7 pp -0.2 pp -0.2 pp +0.8 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 67.6 1.7% 5 -0.0 pp -0.1 pp +0.0 pp +0.7 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 63.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 63.6 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 58.1 0.4% 4 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 54.6 0.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 48.9 6.3% 5 -0.2 pp +1.7 pp +1.5 pp +2.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 44.3 0.3% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 41.0 9.0% 5 -0.7 pp -0.6 pp -0.7 pp -0.7 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 40.2 0.7% 5 -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 37.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 36.9 7.5% 5 -0.6 pp -0.7 pp -0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 36.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 34.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 33.7 7.4% 5 +4.6 pp +4.4 pp +4.5 pp +4.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 33.6 2.5% 5 +0.1 pp +0.2 pp +0.4 pp +1.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 33.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 33.1 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.9 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 33.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 32.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 32.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 30.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 29.5 5.0% 5 +0.1 pp +0.3 pp +0.4 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 27.2 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 26.4 3.6% 4 +0.8 pp -0.1 pp -0.6 pp +3.6 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 26.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 25.5 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 25.3 1.9% 5 -0.1 pp +0.3 pp +1.4 pp +1.4 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 24.6 1.9% 5 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 24.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 23.8 1.7% 5 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 22.1 1.2% 5 -0.5 pp -0.3 pp -0.0 pp +0.8 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 21.9 4.5% 5 -0.3 pp -0.4 pp -0.2 pp -0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 21.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 20.3 2.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.1 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 20.1 7.2% 5 -0.3 pp -0.1 pp -0.3 pp -0.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 19.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 19.3 1.4% 5 +0.3 pp +0.2 pp +0.4 pp +0.5 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 18.7 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 18.2 0.3% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 18.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 18.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Nolet Wealth Management, LLC CIK 0002056656 0.315 112 17.6 9.7% 2 -3.7 pp +9.7 pp +9.7 pp +9.7 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 17.5 1.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 17.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 16.8 2.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 16.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 16.7 11.2% 2 +0.0 pp +11.2 pp +11.2 pp +11.2 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 16.4 2.4% 5 -0.1 pp +0.6 pp +0.6 pp +0.5 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 16.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 15.9 1.9% 4 -0.4 pp +0.7 pp +1.6 pp +1.9 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 15.8 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 15.4 2.6% 5 +0.3 pp -1.2 pp -1.0 pp -1.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 14.7 1.0% 5 -0.1 pp +0.0 pp +0.0 pp -0.5 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 14.6 1.4% 5 -0.2 pp -0.0 pp +0.5 pp +0.7 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 13.9 1.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 13.4 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 13.0 1.3% 5 -0.5 pp -0.2 pp -0.2 pp -0.5 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 13.0 2.9% 5 -0.7 pp -0.6 pp +0.2 pp -0.8 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 13.0 4.9% 5 +1.8 pp +1.9 pp +2.3 pp +2.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 12.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 12.4 3.2% 5 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 11.7 1.4% 5 -0.2 pp -0.2 pp -0.1 pp -0.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 11.4 2.2% 4 -0.5 pp -0.5 pp -0.9 pp +2.2 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 11.2 2.5% 3 +0.0 pp +0.9 pp +2.5 pp +2.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 10.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 10.7 2.0% 5 +0.1 pp +0.3 pp +0.8 pp +1.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 10.6 0.5% 5 -0.0 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 10.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 10.6 0.6% 7 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 10.4 2.0% 3 -0.1 pp +0.1 pp +2.0 pp +0.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 10.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 10.2 0.5% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 10.2 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 9.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 9.5 1.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 8.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 8.1 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.1 0.2% 5 -0.0 pp -0.0 pp -0.4 pp +0.1 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 8.1 6.9% 4 -0.2 pp -0.0 pp +0.2 pp +6.9 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 8.0 2.5% 5 -0.2 pp +0.1 pp +0.2 pp +0.8 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 8.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 7.7 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 7.6 1.6% 5 +0.0 pp -0.0 pp +0.3 pp -0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 7.0 1.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 7.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 6.9 1.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 6.9 0.3% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 6.9 0.7% 5 -0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.7 0.3% 5 -0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 6.6 2.4% 4 -0.2 pp -0.9 pp -1.9 pp +2.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 6.6 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 6.6 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 6.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 6.2 1.8% 4 +0.3 pp +1.0 pp +1.4 pp +1.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 5.7 0.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 5.5 0.8% 5 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 5.4 0.8% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 5.3 1.0% 5 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 5.3 1.1% 2 -0.1 pp +1.1 pp -0.3 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 5.1 2.8% 3 +0.1 pp +1.1 pp +2.8 pp +2.8 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 5.1 1.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 5.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 4.9 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 4.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 4.5 1.1% 5 -0.1 pp -0.4 pp -0.4 pp -0.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.5 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 4.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 4.2 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 4.1 3.5% 5 +0.1 pp +0.0 pp -0.2 pp -0.5 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 4.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
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☆MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.5 0.7% 5 -0.1 pp +0.0 pp +0.3 pp -0.2 pp
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☆Wellington Grp LLC CIK 0002134013 0.401 144 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -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
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 +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% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Axiom Investment Management LLC CIK 0001513703 0.093 528 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 3 -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% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.0 0.0% 0 -1.4 pp -1.4 pp -1.4 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.0 0.0% 0 -0.8 pp -1.1 pp -1.3 pp -1.5 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -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% 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 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.4 pp +0.0 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 -0.0 pp -0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.0 0.0% 0 -0.2 pp -0.3 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
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -1.8 pp -1.9 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
☆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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.2 pp -0.2 pp -2.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 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 -0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.2 pp -0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -6.1 pp -6.4 pp -4.2 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 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
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -0.2 pp -0.2 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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.5 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.9 pp -0.9 pp -1.1 pp -1.3 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.5 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAVELLE CAPITAL LP CIK 0002136566 0.357 75 0.0 0.0% 0 -1.3 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 (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