Signals

← Signals

☆KJAN

159 in-universe funds with a nonzero position in KJAN within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22391
Score / z-0.025 / -0.04
Consensus47.24 over 91 funds
Momentumno 12m return

Price & positioning

170 cached closes, trailing year
Drawdownno history
Short interest+40% / 2.5d

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 ▾
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 25.7 6.9% 4 +3.7 pp +3.7 pp +0.4 pp +6.9 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 21.1 9.7% 4 +0.0 pp -0.1 pp -0.0 pp +9.7 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 19.7 9.2% 4 +0.6 pp +0.7 pp +0.7 pp +9.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 9.2 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 6.2 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 4.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 4.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 3.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 2.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 2.2 1.9% 4 +0.1 pp -1.1 pp -1.0 pp +1.9 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 2.0 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 1.3 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 1.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.2 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 1.1 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.1 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.1 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 0.5 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆TrustBank CIK 0002107256 0.632 175 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.172 321 0.3 0.1% 1 +0.1 pp -0.4 pp -0.4 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sherry Group, Inc. CIK 0002107738 0.369 52 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 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% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +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
☆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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 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 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆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
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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
☆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
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +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% 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 KJAN). Qtrs Held counts distinct quarters this fund has actually held KJAN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KJAN position size. Δ columns are the percentage-point change in KJAN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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