Signals

← Signals

☆PJUL

262 in-universe funds with a nonzero position in PJUL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#20910
Score / z0.000 / -0.00
Consensus88.81 over 178 funds
Momentumnot computed

Price & positioning

224 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 150.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 59.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 36.4 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 29.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 24.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 23.4 6.6% 2 +6.2 pp +6.6 pp +6.6 pp +6.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 15.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.6 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.7 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 8.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 7.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 7.5 4.0% 2 -0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 7.0 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 6.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 6.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 5.6 2.8% 4 -0.1 pp -0.2 pp -0.4 pp +2.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 5.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 5.2 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 4.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 3.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 3.6 3.0% 3 -1.0 pp -1.1 pp +3.0 pp +3.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 3.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 3.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 2.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 2.3 2.2% 2 +1.1 pp +2.2 pp +2.2 pp +2.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 2.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.1 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 2.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 2.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 2.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 2 +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% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 1.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 1.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kearns & Associates LLC CIK 0001908695 0.848 41 1.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 1.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.4 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.3 0.1% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.3 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.1% 2 -0.6 pp +0.1 pp +0.1 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.1 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 2 +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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +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
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 0.0 0.0% 0 -0.2 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
☆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
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.1 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.4 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 PJUL). Qtrs Held counts distinct quarters this fund has actually held PJUL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PJUL position size. Δ columns are the percentage-point change in PJUL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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