Signals

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☆MAXJ

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

Flow ranking

Rank#19524
Score / z0.000 / -0.02
Consensus14.87 over 26 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 ▾
☆BIP Wealth, LLC CIK 0001590214 0.504 560 24.2 0.7% 4 -0.3 pp -0.2 pp +0.7 pp +0.7 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 16.1 1.3% 5 -1.0 pp -0.9 pp -1.0 pp -1.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 2.6 1.0% 4 -0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.7 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 0.9 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.8 0.4% 5 -0.2 pp -0.2 pp -0.3 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.7 0.1% 4 -0.0 pp -0.5 pp -0.5 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.3 pp +0.0 pp -0.3 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 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 +0.0 pp -1.1 pp -0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp -1.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 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 MAXJ). Qtrs Held counts distinct quarters this fund has actually held MAXJ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MAXJ position size. Δ columns are the percentage-point change in MAXJ'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