Signals

← Signals

☆JNK

528 in-universe funds with a nonzero position in JNK within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23734
Score / z-0.399 / -0.53
Consensus171.43 over 335 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 ▾
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,078.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 492.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 479.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 430.7 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 332.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 282.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 266.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 209.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 178.2 0.0% 1 +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 156.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 125.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 125.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 118.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Man Group plc CIK 0001637460 0.631 2032 108.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 108.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 104.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 99.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 97.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 91.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 82.3 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 81.9 0.1% 1 +0.1 pp +0.1 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 76.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 70.8 0.1% 1 +0.1 pp +0.1 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 58.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 51.7 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 45.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 44.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 40.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 38.9 18.6% 1 +18.6 pp +18.6 pp +18.6 pp +18.6 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 37.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 37.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 32.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 32.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 27.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 24.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 24.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 23.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 22.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 20.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 18.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 17.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 13.6 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 11.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 11.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 11.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 10.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 10.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 9.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 9.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 8.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 7.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.709 16 6.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.4 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 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 4.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 4.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 4.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bain Capital Credit, LP CIK 0001317947 0.847 6 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Angel Oak Capital Advisors, LLC CIK 0001613158 0.498 30 3.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 3.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 3.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 2.5 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.4 0.3% 3 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆TI-TRUST, INC CIK 0001802284 0.225 132 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 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 JNK). Qtrs Held counts distinct quarters this fund has actually held JNK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JNK position size. Δ columns are the percentage-point change in JNK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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