Signals

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☆KJUL

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

Flow ranking

Rank#19076
Score / z0.000 / -0.02
Consensus20.40 over 43 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 8.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 3.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 2.7 2.0% 5 -0.2 pp +0.0 pp -0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 2.3 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 1.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 1.8 0.4% 5 -0.0 pp -3.7 pp -3.6 pp +0.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 1.8 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 1.7 0.1% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 1.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.9 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.8 0.2% 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 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 0.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.6 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 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 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 -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
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -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% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 4 -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
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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
☆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
☆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
☆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
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.0 0.0% 0 +0.0 pp -0.3 pp -0.8 pp -0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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
☆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
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 +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
☆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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 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 KJUL). Qtrs Held counts distinct quarters this fund has actually held KJUL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KJUL position size. Δ columns are the percentage-point change in KJUL'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