Signals

← Signals

☆CUSIP:531229722

317 in-universe funds with a nonzero position in CUSIP:531229722 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#9960
Score / z0.000 / -0.02
Consensus1.16 over 2 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Anabranch Capital Management, LP CIK 0001822480 0.491 5 0.0 0.0% 0 +0.0 pp +0.0 pp -11.5 pp -9.2 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lummis Asset Management, LP CIK 0002011652 0.409 221 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆MAPLELANE CAPITAL, LLC CIK 0001512173 0.000 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.1 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆R.H. Dinel Investment Counsel, Inc. CIK 0001598352 0.411 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JNE Partners LLP CIK 0001770120 0.852 6 0.0 0.0% 0 +0.0 pp +0.0 pp -48.4 pp -42.5 pp
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.0 0.0% 0 +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% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wallace Capital Management Inc. CIK 0001459754 0.837 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆ValueAct Holdings, L.P. CIK 0001418814 0.936 18 0.0 0.0% 0 +0.0 pp +0.0 pp -5.7 pp -5.8 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.5 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Emmett Investment Management, LP CIK 0002042845 0.043 28 0.0 0.0% 0 +0.0 pp +0.0 pp -5.3 pp -4.6 pp
☆S&CO INC CIK 0001082461 0.523 222 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -0.9 pp
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BISLETT MANAGEMENT, LLC CIK 0001425041 0.678 18 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp -3.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 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
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SCHWERIN BOYLE CAPITAL MANAGEMENT INC CIK 0000937522 0.597 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hound Partners, LLC CIK 0001353316 0.078 32 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -2.4 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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +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% 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
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Findlay Park Partners LLP CIK 0001351950 0.605 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 0 +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
☆XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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 CUSIP:531229722). Qtrs Held counts distinct quarters this fund has actually held CUSIP:531229722 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:531229722 position size. Δ columns are the percentage-point change in CUSIP:531229722'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