Signals

← Signals

☆JSI

141 in-universe funds with a nonzero position in JSI within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1000
Score / z0.061 / 0.09
Consensus62.62 over 113 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 ▾
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 127.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 64.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 43.5 9.2% 2 -0.4 pp +9.2 pp +9.2 pp +9.2 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 42.8 3.7% 2 +1.5 pp +3.7 pp +3.7 pp +3.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 42.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 39.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 34.4 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.9 0.0% 3 +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 26.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 24.6 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 20.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 20.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 20.0 3.6% 2 +0.9 pp +3.6 pp +3.6 pp +3.6 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 19.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 19.0 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 17.2 7.3% 2 -0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 14.0 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 13.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 11.8 5.6% 2 +0.5 pp +5.6 pp +5.6 pp +5.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 10.9 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 8.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 8.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.5 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 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 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 7.0 1.9% 2 +0.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 6.7 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 6.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 6.1 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 5.9 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 5.8 3.0% 2 +1.8 pp +3.0 pp +3.0 pp +3.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 5.1 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 4.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 4.0 1.7% 2 -0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 3.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 3.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 3.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.7 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 2.6 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 2.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.5 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.7 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 2 +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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 2 -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% 1 +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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -1.2 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 JSI). Qtrs Held counts distinct quarters this fund has actually held JSI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JSI position size. Δ columns are the percentage-point change in JSI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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