Signals

← Signals

☆JVAL

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

Flow ranking

Rank#443
Score / z0.453 / 0.53
Consensus56.38 over 100 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 71.4 2.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 67.5 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 66.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 36.8 19.7% 2 +1.1 pp +19.7 pp +19.7 pp +19.7 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 34.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 24.3 8.2% 5 +0.3 pp +0.4 pp +0.6 pp +0.6 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 17.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 9.7 5.3% 5 +0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 9.6 2.5% 5 +0.5 pp +0.6 pp +0.2 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 9.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 8.4 2.4% 5 +0.1 pp +0.1 pp -0.0 pp -0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 7.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.4 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 5.1 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 4.2 0.8% 5 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 3.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 3.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 2.9 1.1% 5 +0.0 pp +0.2 pp -0.1 pp -0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 1.6 0.6% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.3 0.6% 6 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.1 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.0 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.8 0.3% 5 -0.2 pp -0.3 pp -0.2 pp -0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.7 0.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 0.6 0.0% 5 -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 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.4 0.0% 5 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.3 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.752 52 0.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 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 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lavaca Capital LLC CIK 0001641447 0.622 345 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 +0.0 pp -0.2 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
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 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
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp -2.7 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 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
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -4.8 pp -4.8 pp +0.0 pp +0.0 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp +0.0 pp -6.2 pp -6.4 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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 JVAL). Qtrs Held counts distinct quarters this fund has actually held JVAL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JVAL position size. Δ columns are the percentage-point change in JVAL'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