Signals

← Signals

☆JPIB

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

Flow ranking

Rank#947
Score / z0.097 / 0.10
Consensus96.26 over 177 funds
Momentum-0.27 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-0%
Short interest+36% / 1.0d ⚡

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 ▾
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 121.8 3.0% 5 -0.2 pp -0.1 pp -0.1 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 82.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 78.6 9.5% 4 -0.2 pp +0.1 pp +0.4 pp +9.5 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 66.7 7.2% 5 -0.0 pp +1.0 pp +1.9 pp +1.9 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 61.2 2.6% 5 +1.6 pp +1.5 pp +1.5 pp +1.6 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 57.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 48.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 47.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 44.7 0.4% 5 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 39.1 0.0% 5 -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 27.5 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 27.4 2.5% 5 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 25.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 23.9 3.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆Midwest Financial Partners Investments, Inc. CIK 0001968851 0.473 80 23.3 9.7% 2 -1.9 pp +9.7 pp +9.7 pp +9.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 22.0 5.6% 5 -0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 21.3 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 17.7 1.6% 5 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 17.6 1.4% 5 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 17.3 4.0% 5 -0.2 pp +0.0 pp +0.1 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADE, LLC CIK 0001845950 0.661 93 14.8 6.3% 2 -0.6 pp +6.3 pp +6.3 pp +6.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 11.4 1.0% 3 -0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 11.2 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 10.4 3.0% 5 -0.1 pp -0.2 pp -0.7 pp -0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 9.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 9.6 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 9.1 1.3% 2 -0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 8.9 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 8.2 1.7% 3 -0.3 pp +1.4 pp +1.7 pp +1.7 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 8.0 3.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 7.9 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 7.7 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 7.4 1.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 7.4 0.7% 5 -0.0 pp -0.3 pp +0.5 pp +0.4 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 7.3 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 7.3 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 7.0 1.7% 6 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 6.9 2.4% 4 -0.1 pp -0.4 pp -0.4 pp +2.4 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 6.5 3.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 6.2 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 6.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 6.1 2.8% 3 +0.2 pp +1.8 pp +2.8 pp +2.8 pp
☆Winter & Associates, Inc. CIK 0002109063 0.133 85 6.0 4.5% 2 +1.6 pp +4.5 pp +4.5 pp +4.5 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 5.8 0.7% 1 +0.7 pp +0.7 pp +0.1 pp +0.1 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 5.8 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 5.4 1.3% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 5.2 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 5.0 0.7% 4 +0.0 pp +0.1 pp +0.6 pp +0.7 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.7 0.9% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Philadelphia Investment Partners, LLC CIK 0002131511 0.329 183 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆New Capital Management LP CIK 0001696731 0.833 60 4.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CROBAN CIK 0001694663 0.128 81 3.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 3.8 2.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 3.6 1.1% 5 +0.1 pp +0.2 pp +0.5 pp +0.8 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 3.5 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 3.4 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 3.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 3.2 0.6% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 3.1 0.8% 4 +0.4 pp +0.5 pp +0.6 pp +0.8 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 3.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 2.7 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.6 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 2.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 2.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 2.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.4 1.0% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 2.4 0.4% 3 -0.1 pp -0.3 pp +0.4 pp -1.4 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 2.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.4 0.1% 2 -1.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 2.1 1.0% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 2.1 0.5% 5 -1.7 pp -1.8 pp -1.6 pp -1.6 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.0 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.0 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 1.8 0.7% 4 -0.1 pp -0.5 pp -0.5 pp +0.7 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 1.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 1.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.5 0.9% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 1.4 1.1% 4 +0.3 pp +0.2 pp +0.9 pp +1.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 1.2 0.7% 4 -0.1 pp +0.3 pp -0.0 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Bank & Trust CIK 0001692632 0.535 270 1.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.8 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.7 0.2% 4 -1.4 pp -0.0 pp -2.0 pp +0.2 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.7 0.1% 5 +0.0 pp +0.0 pp -2.3 pp -2.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.7 0.2% 5 -0.0 pp -0.0 pp -0.5 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 0.6 0.3% 5 -0.1 pp -0.2 pp -0.5 pp -0.4 pp
☆MOTCO CIK 0001306333 0.349 840 0.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 0.6 0.3% 3 -0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 0.5 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 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 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.3 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.3 0.1% 2 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 4 -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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 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
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp -0.3 pp -1.5 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -1.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 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 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 0.0 0.0% 0 -1.1 pp -0.2 pp -0.6 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Capital Developers, LLC CIK 0002105385 0.522 52 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -4.0 pp -4.5 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +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 0.0 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 -0.1 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 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
☆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
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.8 pp -0.6 pp -0.5 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.1 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
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.0 pp -0.4 pp -0.4 pp -0.5 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
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -1.6 pp -1.3 pp -1.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 0.0 0.0% 0 -1.8 pp -1.7 pp -1.7 pp -1.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.0 0.0% 0 -2.6 pp -2.6 pp -2.6 pp -2.5 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -4.0 pp -2.8 pp -0.1 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 JPIB). Qtrs Held counts distinct quarters this fund has actually held JPIB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JPIB position size. Δ columns are the percentage-point change in JPIB'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