Signals

UJUN

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

Flow ranking

Rank#23043
Score / z0.000 / -0.02
Consensus30.29 over 60 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
Brookstone Capital Management CIK 0001599584 0.472 1305 55.5 0.6% 5 +0.5 pp +0.5 pp -0.2 pp +0.5 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 28.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 7.1 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 6.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Trek Financial, LLC CIK 0001768195 0.100 501 5.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 5.5 0.6% 5 +0.2 pp +0.1 pp +0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 2.5 0.6% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.5 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PFG Advisors CIK 0001694435 0.248 791 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 1.2 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 1.2 0.4% 5 +0.3 pp +0.3 pp -0.1 pp -0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BXM Wealth LLC CIK 0002052379 0.166 163 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.9 0.0% 5 +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 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.8 0.2% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.3 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chris Bulman Inc CIK 0002032404 0.343 165 0.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FC Advisory LLC CIK 0001683754 0.633 118 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.0% 5 -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% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 4 -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
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
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
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 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
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
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
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 UJUN). Qtrs Held counts distinct quarters this fund has actually held UJUN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UJUN position size. Δ columns are the percentage-point change in UJUN'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