Signals

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☆JULW

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

Flow ranking

Rank#1427
Score / z0.015 / 0.00
Consensus22.21 over 41 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 ▾
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 49.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS FINANCIAL, LLC CIK 0002112647 0.211 41 13.2 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 8.5 0.6% 4 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 6.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 6.1 5.0% 5 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
☆Guardian Capital, LLC CIK 0002083963 0.172 79 5.6 4.6% 2 +1.0 pp +4.6 pp +4.6 pp +4.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 5.0 2.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.7 0.1% 6 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.0 0.5% 5 -0.4 pp +0.1 pp +0.0 pp -0.1 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 1.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.5 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.7 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 1.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 0.9 0.6% 6 -0.2 pp -0.3 pp -0.7 pp -0.9 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 5 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.5 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 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
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 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
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 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 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 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
☆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
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -1.0 pp -1.1 pp -1.3 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -4.5 pp -4.9 pp +0.0 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 0.0 0.0% 0 -0.0 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 -0.2 pp -0.2 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
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 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
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 -1.2 pp -1.2 pp -1.0 pp +0.0 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 JULW). Qtrs Held counts distinct quarters this fund has actually held JULW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JULW position size. Δ columns are the percentage-point change in JULW'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