Signals

DLB

469 in-universe funds with a nonzero position in DLB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#15293
Score / z0.000 / -0.01
Consensus128.92 over 224 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q3
Accrual ratio
F-score
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Whitten Marc A
2026-09-15 SHERMAN MARK ANDREW A
2026-09-15 Couling John D A

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-27 8-K 5.02, 7.01, 8.01, 9.01
2026-07-30 8-K 2.02, 8.01, 9.01
2026-04-30 8-K 2.02, 8.01, 9.01
2026-02-06 8-K 5.07
2026-01-29 8-K 2.02, 8.01, 9.01
2025-11-18 8-K 2.02, 8.01, 9.01
2025-11-14 8-K 5.02, 9.01
2025-07-31 8-K 2.02, 8.01, 9.01
2025-05-01 8-K 2.02, 8.01, 9.01
2025-02-07 8-K 5.03, 5.07, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 495.8 0.0% 3 -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 396.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 391.8 0.0% 3 -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 336.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 144.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 122.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 120.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 91.6 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
DISCIPLINED GROWTH INVESTORS INC /MN CIK 0001050442 0.715 58 86.2 1.7% 3 -0.2 pp -0.5 pp +1.7 pp +1.7 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 79.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 76.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 64.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 56.8 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
NORGES BANK CIK 0001374170 0.994 1617 55.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 54.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 52.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 48.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 36.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 31.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 31.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 29.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 26.9 0.3% 3 -0.2 pp -0.6 pp +0.3 pp +0.3 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 26.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 25.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 25.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 25.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 23.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LONE PEAK GLOBAL INVESTORS LLC CIK 0001730467 0.406 43 22.3 3.8% 3 -0.0 pp +0.1 pp +3.8 pp +3.8 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 20.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 19.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 19.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 17.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 16.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 16.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 16.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 15.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 15.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 15.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 12.4 0.7% 3 +0.0 pp +0.6 pp +0.7 pp +0.7 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 11.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 11.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 10.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 7.3 1.2% 3 -0.2 pp +0.1 pp +1.2 pp +1.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 6.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 6.3 0.0% 4 -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 5.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diversified Investment Strategies, LLC CIK 0001427196 0.482 52 3.7 2.4% 3 -0.4 pp -0.5 pp +2.4 pp +2.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 3.5 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2Xideas AG CIK 0001843587 0.401 48 3.5 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cardinal Capital Management CIK 0001434845 0.362 138 2.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 2.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 2.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 2.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AIMZ Investment Advisors, LLC CIK 0001630365 0.299 153 2.1 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Versor Investments LP CIK 0001650301 0.000 27 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willis Investment Counsel CIK 0001310929 0.439 125 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 3 -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 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
R.H. Dinel Investment Counsel, Inc. CIK 0001598352 0.411 40 1.1 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORMULA GROWTH LTD CIK 0001093219 0.072 145 1.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
MITCHELL & PAHL PRIVATE WEALTH, LLC CIK 0001836506 0.190 149 1.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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 DLB). Qtrs Held counts distinct quarters this fund has actually held DLB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DLB position size. Δ columns are the percentage-point change in DLB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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