Signals

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☆JSI

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

Flow ranking

Rank#1081
Score / z0.064 / 0.06
Consensus42.74 over 84 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆CW Advisors, LLC CIK 0001904976 0.000 0 120.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 52.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 42.4 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 42.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 34.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 24.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 24.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 23.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 18.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 16.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 13.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 12.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 10.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 10.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 9.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 8.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 7.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.0 0.0% 1 +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 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 5.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 5.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 5.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 4.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 3.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 3.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.1 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +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
☆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 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 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status