Signals

← Signals

☆PJUN

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

Flow ranking

Rank#19343
Score / z0.000 / -0.02
Consensus38.02 over 74 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)
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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 116.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.1 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 12.6 1.7% 4 -0.0 pp -0.1 pp -0.3 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.2 0.1% 4 -0.0 pp -0.4 pp -0.0 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 7.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 6.7 2.9% 4 +0.0 pp -0.3 pp -0.6 pp +2.9 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 6.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.1 0.0% 4 +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 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 4.9 1.1% 4 +0.0 pp -0.2 pp -0.3 pp +1.1 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 4.8 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 4.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 4.6 0.5% 4 -2.1 pp -2.2 pp -2.1 pp +0.5 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 4.6 2.2% 6 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 4.5 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 3.8 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 2.6 1.3% 4 -0.0 pp -0.0 pp -0.2 pp +1.3 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 2.5 1.0% 4 -0.2 pp -0.2 pp -0.5 pp +1.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.0 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 1.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.7 0.6% 2 +0.0 pp +0.6 pp -0.0 pp +0.6 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.7 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 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
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 1.6 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Hardworking Capital Advisors, LLC CIK 0002098583 0.197 84 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 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
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.1 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.8 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.4 0.2% 4 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.3 0.1% 4 -0.0 pp -0.3 pp -0.3 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.311 74 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.2 0.0% 2 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
☆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
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -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% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 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
☆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% 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
☆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
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 0.0 0.0% 0 -0.9 pp -1.0 pp -1.1 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -2.8 pp -2.9 pp -3.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 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 PJUN). Qtrs Held counts distinct quarters this fund has actually held PJUN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PJUN position size. Δ columns are the percentage-point change in PJUN'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