Signals

JSTC

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

Flow ranking

Rank#18828
Score / z0.000 / -0.02
Consensus22.81 over 39 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
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 67.4 7.1% 5 +1.9 pp +1.5 pp -0.4 pp -0.3 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 13.1 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +0.2 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 12.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 5.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.4 0.1% 1 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 3.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 3.4 1.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 3.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 2.8 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 1.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
First Pacific Financial CIK 0001810089 0.717 510 1.3 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 1.3 0.5% 6 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Ellevest, Inc. CIK 0001644128 0.537 469 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners Retirement Plan Advisors LLC CIK 0002128338 0.503 34 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Western Trust Bank CIK 0001513189 0.923 215 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 0.5 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 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 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 5 +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
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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
Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -4.2 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 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
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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 JSTC). Qtrs Held counts distinct quarters this fund has actually held JSTC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JSTC position size. Δ columns are the percentage-point change in JSTC'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