Signals

QJUN

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

Flow ranking

Rank#21283
Score / z0.000 / -0.02
Consensus32.48 over 67 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 18.6 0.0% 6 +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 12.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 10.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ferguson Shapiro LLC CIK 0001767433 0.167 87 6.2 1.8% 5 -4.4 pp -7.9 pp -28.9 pp -28.6 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 5.5 2.1% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 3.2 0.7% 5 -0.2 pp -0.3 pp -0.5 pp -0.5 pp
SMART Wealth LLC CIK 0002044723 0.032 222 2.7 0.6% 5 -0.5 pp -0.7 pp -1.2 pp -1.1 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 2.6 1.4% 7 -0.2 pp -0.4 pp -0.6 pp -0.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 2.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.2 0.4% 5 -0.0 pp -1.1 pp -0.0 pp -0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 1.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 1.1 0.7% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 5 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.7 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.3 0.2% 5 -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
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.3 0.1% 5 -0.0 pp -0.0 pp -0.5 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.172 321 0.2 0.1% 2 -0.0 pp +0.1 pp -0.4 pp -0.4 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 4 -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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 -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
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 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
REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -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
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp -0.2 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
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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
RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 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
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
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
NWF Advisory Services Inc. CIK 0002045735 0.429 452 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
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp -0.5 pp
Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 0.0 0.0% 0 -0.2 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
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 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 QJUN). Qtrs Held counts distinct quarters this fund has actually held QJUN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QJUN position size. Δ columns are the percentage-point change in QJUN'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