Signals

PJIO

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

Flow ranking

Rank#20913
Score / z0.000 / -0.02
Consensus8.55 over 13 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.7 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.3 0.1% 5 -0.1 pp -0.2 pp +0.0 pp -0.0 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.8 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coign Capital Advisors LLC CIK 0002056441 0.343 88 0.4 0.2% 5 -1.0 pp -1.0 pp -1.1 pp -1.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Level Private LLC CIK 0001910366 0.538 174 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 4 +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% 2 -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
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Illumine Investment Management, LLC CIK 0002052970 0.089 95 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 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 PJIO). Qtrs Held counts distinct quarters this fund has actually held PJIO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PJIO position size. Δ columns are the percentage-point change in PJIO'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