Signals

← Signals

☆PJAN

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

Flow ranking

Rank#20778
Score / z0.000 / -0.02
Consensus73.66 over 150 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 169.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 58.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 36.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 33.3 0.3% 5 -0.1 pp +0.3 pp +0.3 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 29.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 28.7 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.1 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 23.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 18.5 4.4% 5 -0.2 pp +3.5 pp +3.5 pp +3.4 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 18.5 3.2% 5 -0.2 pp -0.5 pp -0.7 pp -1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 13.9 2.1% 5 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.0 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 9.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.4 1.0% 5 -0.1 pp -0.6 pp -0.7 pp -0.8 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 7.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 7.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 7.2 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 7.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 7.0 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 7.0 1.9% 5 -0.3 pp -0.5 pp -0.7 pp -0.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.6 0.0% 5 -0.5 pp -0.4 pp +0.0 pp -0.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 6.2 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 6.1 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 6.0 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 5.7 1.5% 5 -0.1 pp -0.1 pp +0.1 pp -0.1 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 5.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 5.4 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 5.2 2.1% 5 -0.1 pp -6.6 pp -6.7 pp -7.1 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 5.1 1.7% 5 -0.1 pp -0.1 pp +0.6 pp +0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.0 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 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.2 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 4.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp -0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 4.0 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 3.9 0.4% 5 -0.9 pp -0.9 pp -0.9 pp -0.9 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 3.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 3.9 1.7% 7 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Hardworking Capital Advisors, LLC CIK 0002098583 0.197 84 3.9 3.2% 2 -0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 3.5 0.9% 5 -0.2 pp -0.0 pp +0.5 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 3.2 0.7% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Sherry Group, Inc. CIK 0002107738 0.369 52 3.2 3.1% 2 +2.9 pp +3.1 pp +3.1 pp +3.1 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 3.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 2.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 2.7 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.5 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.5 1.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 2.2 1.0% 5 -0.4 pp -0.5 pp -0.7 pp -0.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.1 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.9 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 1.9 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Element Squared LLC CIK 0002086643 0.213 49 1.9 0.9% 4 -0.1 pp -0.8 pp -3.3 pp +0.9 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 1.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 1.8 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 1.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 1.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 1.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.6 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 1.5 0.3% 5 +0.0 pp -0.0 pp -2.8 pp -3.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First City Capital Management, Inc. CIK 0001427350 0.257 164 1.4 0.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 1.4 0.5% 5 -0.0 pp +0.3 pp +0.2 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.4 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.2 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.2 0.4% 5 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.1 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 1.1 0.3% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TrustBank CIK 0002107256 0.632 175 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 1.1 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 1.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.9 0.1% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.9 0.4% 1 +0.4 pp -0.1 pp -0.2 pp -0.2 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.8 0.2% 2 -0.0 pp +0.2 pp -0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.8 0.0% 2 -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
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.8 0.6% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.7 0.6% 2 -0.0 pp +0.6 pp +0.3 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 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
☆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
☆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
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.0 0.0% 0 -0.1 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
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 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
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 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
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 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
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 +0.0 pp -1.1 pp -0.7 pp -0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 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
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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 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 (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