Signals

← Signals

☆JQUA

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

Flow ranking

Rank#24619
Score / z-0.157 / -0.21
Consensus145.24 over 288 funds
Momentum-0.16 =

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest+243% / 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 ▾
☆Savant Capital, LLC CIK 0001482880 0.851 1836 906.7 2.7% 5 -0.7 pp -1.0 pp -0.4 pp -0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 254.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 210.4 12.9% 5 +0.2 pp +3.1 pp +2.5 pp +2.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 190.4 0.2% 6 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 138.7 5.0% 5 +0.3 pp +0.3 pp +0.1 pp -1.1 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 130.8 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 117.1 0.0% 6 +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 100.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 95.0 2.0% 5 -0.1 pp -0.7 pp -0.4 pp -0.4 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 91.7 1.3% 5 -0.0 pp +0.3 pp +0.1 pp +0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 91.1 8.9% 5 +0.2 pp +0.1 pp +0.1 pp -1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 86.3 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 76.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 74.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 73.4 7.5% 5 +0.3 pp +0.4 pp +0.3 pp +2.6 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 73.1 9.7% 5 +0.7 pp +1.0 pp +9.6 pp +9.7 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 70.9 2.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 70.4 3.3% 5 +0.2 pp -1.4 pp -1.5 pp -3.4 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 68.9 4.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 65.2 0.8% 4 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 64.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 63.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 56.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 56.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 55.2 6.1% 5 +0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 50.3 11.4% 4 +0.7 pp -0.5 pp -0.7 pp +11.4 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 49.7 7.4% 5 -0.0 pp -1.5 pp -0.4 pp -0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 49.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 41.2 5.0% 5 +0.2 pp -1.0 pp -1.0 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 41.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 40.2 3.7% 5 -0.2 pp -0.0 pp -0.1 pp -0.2 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 38.7 11.0% 5 -1.2 pp -1.3 pp -2.4 pp -3.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 35.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 33.3 0.4% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 33.3 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 32.1 3.9% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 31.9 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 31.8 0.4% 5 -0.1 pp -4.8 pp -4.9 pp -5.2 pp
☆HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 31.5 19.2% 2 +0.2 pp +19.2 pp +19.2 pp +19.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 30.1 0.8% 5 +0.0 pp -0.4 pp -0.6 pp -0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 27.5 15.9% 5 +0.1 pp +1.2 pp +0.2 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 27.1 4.8% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 26.8 6.8% 5 +0.2 pp -0.3 pp -0.5 pp -0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 25.3 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 25.2 0.7% 5 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 25.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 24.8 4.9% 5 -0.2 pp -0.2 pp -0.6 pp -0.5 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 24.2 9.5% 5 +0.3 pp -6.5 pp -6.9 pp -6.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 24.0 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 23.0 0.5% 5 +0.1 pp +0.0 pp -1.2 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 21.2 4.0% 5 +0.1 pp +1.0 pp +1.1 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 20.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 19.5 4.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 19.5 7.0% 5 -0.2 pp -1.2 pp -1.7 pp -2.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 18.6 0.8% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 17.9 2.9% 1 +2.9 pp +2.9 pp -14.6 pp -15.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 17.2 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.1 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 16.6 1.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 16.3 1.4% 3 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 15.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 15.3 1.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 15.1 3.1% 4 +0.7 pp +1.7 pp +2.2 pp +3.1 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 15.0 6.9% 5 -0.5 pp +0.1 pp -0.1 pp +0.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 14.7 2.6% 5 -0.0 pp +0.4 pp +0.7 pp +0.7 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 14.6 2.1% 5 +0.0 pp -0.3 pp -0.4 pp -0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 14.5 5.5% 6 -0.0 pp -0.3 pp -2.2 pp -2.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 13.6 3.3% 5 +0.2 pp +0.4 pp +0.3 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 12.4 1.0% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 12.3 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 12.1 1.2% 3 -0.0 pp -0.4 pp +1.2 pp +1.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.9 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 11.2 4.5% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 10.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 10.0 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 9.7 3.3% 5 +0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Navalign, LLC CIK 0001820593 0.504 132 9.5 2.2% 3 +0.2 pp +0.3 pp +2.2 pp +2.2 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 9.3 3.6% 5 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 9.3 2.1% 5 -1.6 pp -2.4 pp -2.4 pp -1.7 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 9.0 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 8.9 6.1% 2 +0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 8.8 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 8.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAWOOD & CO CIK 0002109484 0.128 95 8.4 5.7% 2 -1.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 8.2 1.7% 4 -2.2 pp -0.9 pp -0.8 pp +1.7 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 8.1 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 7.7 0.8% 4 -0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆Madson Wealth Advisors Inc CIK 0002129795 0.260 97 7.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 7.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 7.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 7.3 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 7.3 2.1% 4 -0.0 pp -0.0 pp -0.1 pp +2.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 6.6 0.7% 5 +0.0 pp +0.5 pp +0.5 pp +0.4 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 6.4 1.6% 5 +0.1 pp +0.2 pp -0.4 pp -0.2 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 6.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 6.3 2.0% 1 +2.0 pp +2.0 pp -0.7 pp +2.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 6.2 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 5.9 3.0% 5 +0.3 pp -0.0 pp -0.0 pp -0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 5.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 5.8 4.0% 5 +1.3 pp +1.1 pp +0.9 pp +0.7 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 5.8 0.7% 7 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 5.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 5.7 2.2% 5 +0.2 pp +0.2 pp +0.5 pp +0.7 pp
☆Fulcrum Capital LLC CIK 0001724090 0.494 103 5.7 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 5.6 1.9% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 5.3 2.2% 5 +0.1 pp -0.4 pp -0.7 pp -0.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 5.1 4.1% 5 +0.3 pp +0.1 pp -0.2 pp -0.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.9 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.8 0.2% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 4.8 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 4.8 1.4% 2 +0.2 pp +1.4 pp -0.6 pp -0.6 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 4.7 0.2% 2 +0.1 pp +0.2 pp -0.0 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 4.6 1.5% 6 +1.1 pp +1.0 pp +1.0 pp +1.1 pp
☆Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 4.6 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 4.5 4.1% 2 +0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 4.5 1.9% 3 +0.1 pp -0.7 pp +1.9 pp +1.9 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 4.5 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 4.4 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 4.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 4.0 3.4% 3 +0.1 pp -0.3 pp +3.4 pp +3.4 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.0 0.5% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.0 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.9 0.2% 5 -0.6 pp -0.6 pp -1.5 pp -1.5 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 3.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 3.8 1.2% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 3.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisor Network LLC CIK 0002131047 0.324 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 -0.4 pp -0.6 pp -2.2 pp -3.9 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 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
☆ARWA LLC CIK 0002113621 0.167 139 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 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 -0.7 pp -0.7 pp -0.5 pp -0.5 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +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 -0.1 pp -0.1 pp -0.1 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 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 -0.0 pp -0.1 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 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 -0.1 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 +0.0 pp -2.2 pp -2.3 pp -2.4 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.6 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆River Street Advisors LLC CIK 0001964897 0.315 177 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.4 pp +0.0 pp -0.4 pp -0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.7 pp -0.7 pp -0.6 pp -0.7 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.4 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -2.4 pp -2.1 pp -1.9 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
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -4.7 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.0 0.0% 0 -2.3 pp -5.2 pp -5.3 pp -5.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -3.8 pp -3.8 pp -3.9 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 -2.3 pp -2.3 pp -4.4 pp -6.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 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
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 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
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 +0.0 pp -0.6 pp -1.0 pp -1.1 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 0.0 0.0% 0 +0.0 pp -2.5 pp -2.4 pp -2.5 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
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.5 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 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
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Heirloom Wealth Management CIK 0001882903 0.449 61 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp -3.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 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 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 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 JQUA). Qtrs Held counts distinct quarters this fund has actually held JQUA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JQUA position size. Δ columns are the percentage-point change in JQUA'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