Signals

← Signals

☆SJNK

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

Flow ranking

Rank#20396
Score / z0.000 / -0.02
Consensus129.06 over 243 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 ▾
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 440.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 172.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 172.1 4.8% 4 +0.6 pp +0.5 pp +0.2 pp +4.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 134.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 97.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 89.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 75.7 0.5% 4 +0.0 pp -0.0 pp -0.0 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 73.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 61.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 58.8 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 55.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 49.8 6.0% 4 +2.0 pp +5.2 pp +4.5 pp +6.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 49.2 1.0% 5 +1.0 pp -0.1 pp +0.2 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 45.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 42.0 4.3% 4 +0.1 pp -0.2 pp -0.1 pp +4.3 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 41.5 2.2% 4 +0.1 pp +0.1 pp +0.0 pp +2.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 37.2 0.6% 4 -1.0 pp -1.1 pp -1.2 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 34.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 34.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 27.2 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 25.0 0.0% 4 -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 23.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 23.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 21.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 21.4 3.8% 4 +0.0 pp -0.4 pp -1.5 pp +3.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 18.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 18.6 2.1% 4 -0.4 pp -0.6 pp -0.7 pp +2.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 17.1 3.1% 4 +0.0 pp +0.1 pp +0.1 pp +3.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 15.6 3.0% 4 +0.2 pp +1.2 pp +1.4 pp +3.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 14.8 6.4% 4 -0.3 pp -3.2 pp -1.9 pp +6.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 14.8 5.4% 6 -0.8 pp -1.0 pp -1.2 pp -7.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 13.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 10.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 10.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 10.0 0.0% 4 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 9.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 9.9 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 9.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 9.4 0.8% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.2 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 9.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 8.8 3.2% 4 -0.3 pp -0.4 pp -0.5 pp +3.2 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 8.8 1.5% 4 +0.4 pp +1.0 pp +1.1 pp +1.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 8.7 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 8.6 5.4% 4 +0.2 pp +0.2 pp +0.6 pp +5.4 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 8.5 0.6% 4 -0.1 pp +0.0 pp -0.1 pp +0.6 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 8.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 8.4 1.6% 4 -0.5 pp -1.9 pp -2.2 pp +1.6 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 8.2 3.7% 4 -0.0 pp -0.1 pp -0.2 pp +3.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 8.1 1.1% 4 -0.0 pp -0.2 pp -0.3 pp +1.1 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 7.9 1.1% 4 -0.8 pp -0.6 pp -0.7 pp +1.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 7.8 1.1% 4 +0.6 pp +0.9 pp +0.9 pp +1.1 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 7.5 2.1% 4 +0.0 pp -0.1 pp -0.1 pp +2.1 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 7.0 2.4% 4 +0.1 pp +0.1 pp +0.1 pp +2.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 6.9 4.5% 3 +0.6 pp +1.9 pp +4.5 pp +4.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 6.6 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.5 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SAM Advisors, LLC CIK 0001600944 0.830 49 6.4 2.0% 4 +0.0 pp +0.0 pp -0.1 pp +2.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 6.2 1.8% 4 +0.1 pp +0.2 pp +0.0 pp +1.8 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.2 0.5% 4 -0.3 pp -0.2 pp -0.3 pp +0.5 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 5.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 5.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 4.9 2.8% 4 -0.0 pp -2.3 pp -2.5 pp +2.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Benchmark Financial, LLC CIK 0002107260 0.479 54 4.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 4.5 2.7% 4 -0.0 pp -0.2 pp -0.9 pp +2.7 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 4.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.4 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.3 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 4.3 3.5% 4 +1.7 pp -13.2 pp -13.4 pp +3.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BayBridge Capital Group, LLC CIK 0001898297 0.330 96 4.1 2.5% 4 +0.0 pp -0.0 pp +0.0 pp +2.5 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.9 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 3.8 1.9% 4 +0.3 pp +0.3 pp +0.2 pp +1.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 3.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 3.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 3.2 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 3.1 1.4% 4 +0.1 pp +0.3 pp +0.3 pp +1.4 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.0 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 3.0 2.2% 4 +0.1 pp +0.1 pp -0.1 pp +2.2 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 3.0 2.0% 4 +0.1 pp +0.2 pp +0.3 pp +2.0 pp
☆Axos Invest Inc. CIK 0002042928 0.763 20 3.0 2.2% 4 +0.0 pp -0.0 pp -0.1 pp +2.2 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 3.0 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 2.9 1.9% 4 -0.7 pp -1.1 pp -1.4 pp +1.9 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 2.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.5 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 2.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 2.1 0.6% 4 +0.2 pp +0.3 pp +0.5 pp +0.6 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KG Capital Management CIK 0001771687 0.158 142 2.0 1.4% 4 +0.8 pp +0.9 pp +1.0 pp +1.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 1.9 0.2% 4 +0.0 pp -0.1 pp -0.3 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 1.9 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Sage Investment Advisers LLC CIK 0001925418 0.283 98 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 1.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 1.7 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.6 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 1.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 1.4 0.0% 4 +0.0 pp -0.0 pp -0.6 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 1.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.4 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 1.3 0.6% 4 +0.0 pp -0.0 pp -0.2 pp +0.6 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -1.2 pp -1.1 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 -1.4 pp -1.3 pp -1.5 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -2.3 pp -2.0 pp -4.7 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 -0.8 pp -1.1 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Western Asset Management Company, LLC CIK 0001138897 0.000 10 0.0 0.0% 0 +0.0 pp +0.0 pp -7.4 pp +0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.1 pp -0.1 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 -0.2 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 (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