Signals

← Signals

☆SJNK

369 in-universe funds with a nonzero position in SJNK within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23708
Score / z-0.384 / -0.51
Consensus124.10 over 237 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+3% / 2.9d

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 ▾
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 401.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 169.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 133.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 119.7 0.0% 1 +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 115.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 96.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 94.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 88.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 80.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 73.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 71.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 69.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 57.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 53.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 51.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 42.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 41.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 39.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 35.2 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 33.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 26.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 25.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 25.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 21.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 19.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 19.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 18.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 18.3 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 18.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 17.9 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 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 15.6 6.7% 3 -6.0 pp -6.5 pp +6.7 pp +6.7 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 15.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 15.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 13.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 11.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 11.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 10.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 9.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 8.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 8.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 8.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 8.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 8.3 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 8.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 8.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 7.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 7.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 7.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 7.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 7.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 6.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SAM Advisors, LLC CIK 0001600944 0.830 49 5.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 5.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Asset Management Company, LLC CIK 0001138897 0.000 10 5.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 5.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 4.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 4.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BayBridge Capital Group, LLC CIK 0001898297 0.330 96 3.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.8 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 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 3.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 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 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axos Invest Inc. CIK 0002042928 0.763 20 3.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 2.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KG Capital Management CIK 0001771687 0.158 142 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 -1.4 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 SJNK). Qtrs Held counts distinct quarters this fund has actually held SJNK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SJNK position size. Δ columns are the percentage-point change in SJNK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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