Signals

← Signals

☆JSI

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

Flow ranking

Rank#1176
Score / z0.047 / 0.04
Consensus52.83 over 100 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 129.9 0.2% 6 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 115.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 55.3 4.0% 5 -0.3 pp +0.2 pp +0.3 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 45.1 7.4% 5 -1.2 pp -1.4 pp -1.8 pp -2.2 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 44.4 3.3% 3 +0.0 pp +0.7 pp +3.3 pp +3.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 41.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 37.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 37.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 36.7 2.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 30.6 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 28.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 27.0 3.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 26.6 3.2% 5 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 25.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 25.2 3.8% 5 -0.3 pp -0.7 pp +0.2 pp +1.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 24.5 0.9% 5 -0.0 pp -0.1 pp +0.2 pp +0.5 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 22.1 8.6% 5 -0.2 pp +1.4 pp +1.3 pp +1.1 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 20.8 3.0% 4 -0.2 pp -1.1 pp -1.0 pp +3.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 19.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 19.5 0.2% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 19.1 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 15.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 13.7 4.0% 5 -0.5 pp -0.5 pp -0.6 pp -0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.464 184 12.2 2.0% 3 -0.1 pp +1.0 pp +2.0 pp +2.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 12.0 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 11.8 5.0% 5 -0.7 pp -0.6 pp -0.6 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 10.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 10.5 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 10.3 1.1% 5 -0.2 pp -0.4 pp -0.1 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 9.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 9.0 2.1% 5 -0.3 pp +0.2 pp +0.5 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 9.0 8.9% 2 -0.3 pp +8.9 pp +8.9 pp +8.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 7.4 4.5% 4 -0.2 pp +0.3 pp +2.8 pp +4.5 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 7.3 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 7.2 0.5% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 6.8 0.8% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 6.5 1.0% 5 -0.1 pp +0.1 pp -0.3 pp -0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 5.8 1.2% 5 +0.0 pp +0.2 pp +0.5 pp +1.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 5.7 2.8% 5 -0.1 pp -0.1 pp -0.2 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 5.1 1.2% 5 -0.3 pp -0.3 pp -1.2 pp -0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.9 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 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Miller Global Investments, LLC CIK 0002099097 0.052 295 4.3 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 4.1 1.3% 5 -0.5 pp -0.4 pp -0.4 pp -1.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 4.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 3.6 0.8% 5 -1.5 pp -1.0 pp -1.1 pp -0.2 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.2 0.6% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 3.2 1.2% 3 -0.4 pp -0.1 pp +1.2 pp +1.2 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 3.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 2.6 0.9% 5 -0.1 pp -0.1 pp +0.2 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.4 0.1% 5 -0.4 pp -0.4 pp -0.2 pp -0.2 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 2.3 1.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.2 0.0% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 2.2 0.9% 3 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 1.8 0.8% 4 +0.6 pp +0.6 pp +0.5 pp +0.8 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 1.6 0.9% 5 -0.2 pp -2.8 pp -3.6 pp -3.4 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 1.5 2.2% 4 -0.3 pp -0.3 pp -0.3 pp +2.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 1.2 0.5% 3 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.394 469 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.1 0.5% 5 -0.1 pp +0.0 pp -0.2 pp -0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 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
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.7 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.7 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.5 0.3% 5 -0.1 pp -0.4 pp -0.8 pp -1.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.5 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diesslin Group, Inc. CIK 0002108559 0.461 59 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.3 0.2% 5 -2.4 pp -2.5 pp -1.8 pp -1.7 pp
☆Auour Investments LLC CIK 0001789310 0.580 95 0.3 0.1% 4 -1.4 pp -1.7 pp -1.5 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARWA LLC CIK 0002113621 0.167 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.2 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 4 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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% 5 -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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 -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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 2 +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
☆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
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.3 pp -0.6 pp -0.6 pp -0.5 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 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
☆Aureum Wealth Management, LLC CIK 0002093444 0.383 62 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
☆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
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp -1.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 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
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 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 -1.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.0 0.0% 0 -0.9 pp -1.1 pp -0.9 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 0.0 0.0% 0 -1.0 pp -1.0 pp -1.2 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.0 0.0% 0 +0.0 pp -2.0 pp -2.4 pp -2.5 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.0 0.0% 0 -1.7 pp -1.7 pp -2.0 pp -1.6 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 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 +0.0 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
☆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
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -1.5 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
☆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
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 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
☆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
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 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
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 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 (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