Signals

JSML

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

Flow ranking

Rank#18826
Score / z0.000 / -0.02
Consensus34.19 over 58 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 44.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 32.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 13.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 8.3 1.7% 5 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
Z3 Capital Partners, LLC CIK 0002127787 0.319 192 6.4 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 5.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 5.0 1.7% 5 +0.4 pp +0.4 pp +0.6 pp +0.7 pp
Purus Wealth Management, LLC CIK 0001844250 0.399 171 4.4 1.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.5 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 4.3 1.9% 3 +0.3 pp +0.2 pp +1.9 pp +1.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 1.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 1.5 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.5 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 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 1.2 0.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 1.0 0.3% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.8 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KWB Wealth CIK 0001822236 0.452 169 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.7 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Unified Investment Management CIK 0002054855 0.105 141 0.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.3 0.0% 5 +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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenline Wealth Management LLC CIK 0002111541 0.072 131 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +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 0.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 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 0.0 0.0% 5 +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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Align Financial, LLC CIK 0002089183 0.645 360 0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
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 0.0 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 +0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 +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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 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
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.1 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 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
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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
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 JSML). Qtrs Held counts distinct quarters this fund has actually held JSML (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JSML position size. Δ columns are the percentage-point change in JSML'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