Signals

← Signals

☆JNK

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

Flow ranking

Rank#343
Score / z0.654 / 0.77
Consensus191.25 over 386 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 1,317.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 601.1 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 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 567.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 547.6 9.9% 3 +0.9 pp +2.6 pp +9.9 pp +9.9 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 356.3 1.9% 5 -0.3 pp -0.1 pp -0.2 pp -0.4 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 279.5 5.3% 5 -0.5 pp +0.1 pp +0.2 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 216.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 200.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 157.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 149.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 141.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 141.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 120.3 0.2% 5 +0.2 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 104.4 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 87.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 79.0 0.0% 5 -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 76.8 0.0% 5 -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 68.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 62.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 61.6 2.3% 5 -0.1 pp +0.0 pp +0.2 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 57.2 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 50.1 0.6% 1 +0.6 pp -1.5 pp +0.6 pp +0.6 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 49.4 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +1.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 48.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 46.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 40.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 38.1 18.1% 5 -0.2 pp -4.8 pp +6.2 pp -0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 31.8 4.6% 1 +4.6 pp -0.0 pp -2.1 pp -2.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 30.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 30.5 0.3% 4 +0.2 pp +0.2 pp -2.0 pp +0.3 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 29.3 1.9% 5 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 26.8 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 25.9 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 25.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 25.0 14.3% 5 +0.1 pp +2.8 pp +4.1 pp +8.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 24.7 0.6% 5 +0.6 pp +0.6 pp +0.5 pp +0.6 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 23.0 0.2% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 21.1 0.1% 5 -0.0 pp -0.0 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 20.4 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 19.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 18.8 0.0% 3 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 16.9 1.5% 5 -0.2 pp +0.1 pp +0.5 pp +1.5 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 15.8 4.3% 2 -0.6 pp +4.3 pp +4.3 pp +4.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.7 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 15.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 13.7 4.0% 5 -0.2 pp -0.1 pp -0.6 pp -0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 13.6 0.7% 5 -0.0 pp -0.0 pp -0.6 pp -0.7 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 13.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 13.3 4.0% 5 -0.7 pp -0.3 pp -0.6 pp -0.4 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 12.8 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 12.1 4.1% 5 -0.6 pp -0.5 pp -0.5 pp -0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Somnio Financial Group, LLC CIK 0002034894 0.874 14 10.3 6.1% 4 -0.3 pp -0.2 pp -0.1 pp +6.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 8.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 8.1 1.7% 5 +0.9 pp +1.3 pp +0.8 pp +0.8 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆STRATEGIC INVESTMENT MANAGEMENT, LLC CIK 0000846633 0.709 16 7.7 2.6% 5 -0.5 pp -1.3 pp -1.6 pp -0.9 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.3 0.0% 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 7.2 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 7.0 3.8% 5 +0.0 pp +0.0 pp -0.2 pp -0.5 pp
☆Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 7.0 3.5% 2 +0.7 pp +3.5 pp +3.5 pp +3.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.7 0.0% 5 -0.0 pp -0.3 pp -0.5 pp -0.7 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 6.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 6.5 1.5% 5 +1.2 pp +1.0 pp +1.1 pp +1.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 6.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 5.9 0.5% 5 -0.2 pp +0.1 pp +0.2 pp +0.1 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 5.9 2.0% 5 +1.1 pp +1.6 pp +0.3 pp +0.8 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 5.8 8.0% 1 +8.0 pp -0.7 pp -0.8 pp +8.0 pp
☆Up Capital Management, Inc. CIK 0002117787 0.601 20 5.7 4.4% 2 -2.8 pp +4.4 pp +4.4 pp +4.4 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 5.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.3 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 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 5.0 1.6% 5 +0.9 pp +1.3 pp +0.3 pp +0.8 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 4.9 0.3% 5 +0.1 pp +0.2 pp +0.0 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 4.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 4.9 0.9% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 4.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 4.3 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Virtus Fixed Income Advisers, LLC CIK 0002079921 0.524 85 4.3 2.7% 4 -2.1 pp +1.2 pp +1.3 pp +2.7 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 4.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 4.1 0.5% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Graetz Wealth LLC CIK 0002053877 0.194 84 4.1 3.2% 2 +0.7 pp +3.2 pp +3.2 pp +3.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 4.0 2.8% 2 +0.9 pp +2.8 pp +2.8 pp +2.8 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.1 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 3.9 0.4% 5 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.8 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 3.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 3.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 3.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 3.0 0.9% 5 -0.1 pp -0.3 pp -0.5 pp -0.7 pp
☆Balefire, LLC CIK 0001750924 0.097 475 3.0 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 3.0 1.0% 5 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.0 0.0% 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 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 2.9 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 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 2.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 2.6 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.6 0.3% 4 -0.3 pp -0.2 pp +0.2 pp +0.3 pp
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☆SMART Wealth LLC CIK 0002044723 0.032 222 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 0.4 0.3% 2 -0.0 pp +0.3 pp -2.2 pp +0.3 pp
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☆CacheTech Inc. CIK 0002013390 0.380 169 0.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
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☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.4 0.1% 2 -0.0 pp +0.1 pp -0.3 pp -0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.4 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
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☆Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.3 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 0.3 0.1% 2 -0.2 pp +0.1 pp -0.2 pp -0.2 pp
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☆AlphaCentric Advisors LLC CIK 0001913464 0.038 259 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 0.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆MPS Loria Financial Planners, LLC CIK 0001716180 0.866 91 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆J2 Capital Management Inc CIK 0001586882 0.168 123 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
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☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 0.0 0.0% 0 +0.0 pp -1.0 pp -0.7 pp -0.7 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.5 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.0 0.0% 0 +0.0 pp -0.3 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 -0.1 pp -0.1 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.7 pp -2.3 pp -2.3 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 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 -1.0 pp -0.6 pp -1.0 pp -0.8 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bain Capital Credit, LP CIK 0001317947 0.847 6 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp -2.8 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆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
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.1 pp -0.5 pp -0.3 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Hickory Point Bank & Trust CIK 0002039144 0.327 442 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
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.2 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp -8.7 pp -9.3 pp -8.3 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.1 pp -0.1 pp -0.6 pp -1.1 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 0 -0.0 pp -0.1 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
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Angel Oak Capital Advisors, LLC CIK 0001613158 0.498 30 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.3 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 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
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 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
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Transmarket Holdings LP CIK 0002134828 0.000 33 0.0 0.0% 0 -1.6 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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (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