Signals

XJUN

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

Flow ranking

Rank#21877
Score / z0.000 / -0.02
Consensus21.01 over 43 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
Cetera Investment Advisers CIK 0001666741 0.909 4863 15.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 6.5 0.7% 4 -0.1 pp -0.1 pp +0.0 pp +0.7 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.172 321 1.8 1.0% 1 +1.0 pp -0.2 pp -0.2 pp +1.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.2 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.1 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 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
1776 Wealth LLC CIK 0001803140 0.442 152 0.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.7 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pitti Group Wealth Management, LLC CIK 0001909664 0.445 84 0.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.5 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageGuard Financial Group, LLC CIK 0001861378 0.268 211 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.670 542 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
LVZ, Inc. CIK 0001574408 0.889 177 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.2 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 6 -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
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 0.1 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 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
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -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% 4 +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
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 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
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 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 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 -0.1 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
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +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% 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
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 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 XJUN). Qtrs Held counts distinct quarters this fund has actually held XJUN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XJUN position size. Δ columns are the percentage-point change in XJUN'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