Signals

← Signals

☆PJUL

309 in-universe funds with a nonzero position in PJUL within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#19342
Score / z0.000 / -0.02
Consensus62.10 over 121 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 146.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 32.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 28.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.6 0.1% 6 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.1 1.1% 4 -0.4 pp -0.6 pp -0.7 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 6.9 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 6.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.8 0.0% 3 -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 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 6.5 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 6.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 6.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 6.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.9 0.1% 4 -0.0 pp -0.4 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 5.4 2.6% 6 -0.1 pp -0.2 pp -0.4 pp -0.4 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 5.3 1.3% 4 -0.0 pp -0.1 pp -0.0 pp +1.3 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 5.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.8 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.2 0.3% 4 -0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 3.2 0.9% 4 -0.0 pp -0.0 pp -0.2 pp +0.9 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.0 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 2.9 0.3% 4 -0.3 pp -0.3 pp -0.3 pp +0.3 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 2.5 0.5% 4 +0.0 pp -0.3 pp -0.2 pp +0.5 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 2.5 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 2.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 2.2 1.7% 5 -0.5 pp -1.2 pp -2.2 pp -2.3 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 2.2 0.3% 1 +0.3 pp +0.3 pp -0.0 pp +0.3 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 2.1 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.1 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 2.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.1 0.6% 4 -0.1 pp -0.4 pp -0.5 pp +0.6 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 2.1 0.3% 4 -0.0 pp -0.3 pp -0.2 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 2.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 2.0 0.9% 4 -0.1 pp -0.1 pp -0.0 pp +0.9 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 2.0 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.9 0.8% 4 -0.1 pp -0.0 pp -0.0 pp +0.8 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.9 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.8 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 1.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 1.7 1.7% 4 -0.0 pp -0.6 pp +0.6 pp +1.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 1.7 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.6 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 1.5 0.4% 4 -6.1 pp -6.2 pp +0.1 pp +0.4 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.5 0.3% 1 +0.3 pp -0.0 pp -0.0 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 1.4 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 1.3 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kearns & Associates LLC CIK 0001908695 0.847 41 1.2 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 1.2 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 1.1 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 1.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Welch Financial Planning, LLC CIK 0002085141 0.273 71 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.8 0.1% 4 -0.3 pp -0.3 pp -0.3 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.8 0.7% 4 +0.0 pp +0.0 pp +0.2 pp +0.7 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 2 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.7 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.6 0.0% 4 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.6 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.6 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 0.152 154 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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