Signals

← Signals

☆PJAN

236 in-universe funds with a nonzero position in PJAN within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1461
Score / z0.012 / -0.00
Consensus75.67 over 145 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 168.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 34.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 29.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 19.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 17.7 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 16.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 14.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 11.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 10.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 7.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 7.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 5.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 5.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 3.4 1.9% 3 -0.0 pp +0.2 pp +1.9 pp +1.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 1.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 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 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BAILARD, INC. CIK 0000750641 0.578 763 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.1 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 PJAN). Qtrs Held counts distinct quarters this fund has actually held PJAN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PJAN position size. Δ columns are the percentage-point change in PJAN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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