Signals

LBRDK

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

Flow ranking

Rank#17780
Score / z0.000 / -0.02
Consensus151.40 over 254 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)
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
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 337.0 1.1% 4 +0.2 pp -0.2 pp -1.0 pp +1.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 274.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 233.5 3.3% 2 +1.6 pp +3.3 pp +3.3 pp +3.3 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 215.7 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 202.6 0.3% 4 +0.0 pp -0.4 pp -0.8 pp +0.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 160.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Pentwater Capital Management LP CIK 0001425851 0.745 59 125.4 0.9% 2 +0.0 pp +0.9 pp -2.5 pp +0.9 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 122.4 0.2% 4 +0.0 pp -0.1 pp +0.1 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 118.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 112.0 0.2% 4 -0.0 pp +0.0 pp -0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 111.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 107.4 0.6% 4 +0.0 pp -0.2 pp -0.4 pp +0.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 102.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 95.2 2.2% 4 -0.4 pp -4.6 pp -14.4 pp +2.2 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 91.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 75.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 74.3 1.1% 4 -0.2 pp -0.7 pp -2.8 pp +1.1 pp
Man Group plc CIK 0001637460 0.631 2032 71.9 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
AQR Arbitrage LLC CIK 0001167456 0.150 634 67.6 1.1% 4 +0.0 pp -0.3 pp +0.5 pp +1.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 62.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 59.8 0.7% 4 +0.1 pp -0.2 pp -1.1 pp +0.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 59.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 58.5 1.0% 4 -0.4 pp -1.0 pp -2.2 pp +1.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 48.1 0.0% 4 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 47.1 0.7% 4 -0.0 pp -0.2 pp -0.6 pp +0.7 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 46.3 1.5% 4 -0.0 pp -0.8 pp -2.7 pp +1.5 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 46.0 0.4% 4 +0.2 pp +0.1 pp +0.1 pp +0.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 42.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 42.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 41.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 39.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 36.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 36.4 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 33.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 32.4 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 31.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 30.8 0.3% 4 +0.1 pp -0.0 pp -0.1 pp +0.3 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 30.2 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 29.0 2.0% 4 +0.1 pp +0.3 pp -0.6 pp +2.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 28.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 26.2 0.0% 4 +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 25.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sagefield Capital LP CIK 0001771179 0.140 107 25.3 1.8% 3 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 24.0 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
ALPINE ASSOCIATES MANAGEMENT INC. CIK 0001396835 0.104 66 23.7 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 23.5 6.4% 4 +0.5 pp +1.3 pp -1.4 pp +6.4 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 22.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 21.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 20.9 0.0% 6 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Amundi CIK 0001330387 0.000 1 20.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 20.3 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 19.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 19.0 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Mount Capital Ltd CIK 0001896379 0.758 17 18.1 7.3% 4 +0.2 pp -0.9 pp -4.1 pp +7.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 18.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 18.0 1.1% 4 +0.1 pp +0.0 pp +0.1 pp +1.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 18.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Hi-Line Capital Management, LLC CIK 0001776074 0.391 32 16.9 5.3% 4 +1.9 pp +1.2 pp -0.4 pp +5.3 pp
Capco Asset Management, LLC CIK 0001698068 0.835 26 16.7 4.5% 2 +0.6 pp +4.5 pp +4.5 pp +4.5 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 15.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 14.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 13.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 13.6 0.1% 1 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 11.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GABELLI & Co INVESTMENT ADVISERS, INC. CIK 0000932724 0.040 316 10.9 1.6% 4 +0.0 pp -0.4 pp +0.9 pp +1.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 10.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kintayl Capital LP CIK 0002032385 0.020 57 9.9 6.1% 1 +6.1 pp -1.8 pp -3.8 pp +6.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Athos Capital Ltd CIK 0001681662 0.260 37 9.5 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
LMR Partners LLP CIK 0001578621 0.225 1167 9.5 0.1% 4 -0.0 pp -0.3 pp -0.7 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 9.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 8.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 8.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
P SCHOENFELD ASSET MANAGEMENT LP CIK 0001040198 0.136 25 7.1 5.7% 4 +1.1 pp +3.1 pp +3.7 pp +5.7 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 6.4 0.1% 1 +0.1 pp +0.1 pp -2.3 pp +0.1 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 6.4 0.6% 4 +0.3 pp -0.1 pp -0.3 pp +0.6 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 6.1 0.2% 3 +0.1 pp -0.3 pp +0.2 pp +0.2 pp
S&CO INC CIK 0001082461 0.523 222 6.1 0.4% 4 +0.0 pp -0.2 pp -0.8 pp +0.4 pp
KKM Financial LLC CIK 0002001943 0.086 169 5.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 5.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 5.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 5.1 0.1% 6 +0.0 pp -0.0 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 5.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 5.0 0.0% 4 +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 4.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.7 0.0% 4 +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 4.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 4.5 0.9% 4 +0.0 pp +0.2 pp -0.0 pp +0.9 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 4.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fortress Investment Group LLC CIK 0001380393 0.650 25 4.2 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quaker Capital Investments, LLC CIK 0001633648 0.687 22 4.1 1.0% 4 -0.0 pp -3.3 pp -8.5 pp +1.0 pp
Machina Capital S.A.S. CIK 0001744373 0.008 368 3.7 0.7% 4 -0.6 pp -0.9 pp -2.0 pp +0.7 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 3.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 3.3 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 3.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wallace Capital Management Inc. CIK 0001459754 0.837 77 3.1 0.4% 4 -0.0 pp -0.4 pp -1.0 pp +0.4 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 2.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.8 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 2.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.6 0.0% 1 +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 2.4 0.0% 4 +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 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Deltroit Asset Management (UK) LLP CIK 0002104766 0.477 31 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 2.1 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Oak Thistle LLC CIK 0001755987 0.000 466 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.5 0.3% 4 +0.0 pp -0.1 pp -0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DLD Asset Management, LP CIK 0001578299 0.099 392 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 1.5 0.5% 4 -0.0 pp -0.2 pp -0.9 pp +0.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.3 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 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lionstone Capital Management LLC CIK 0001575662 0.915 11 1.2 0.3% 4 +0.0 pp -0.1 pp -0.3 pp +0.3 pp
Balefire, LLC CIK 0001750924 0.097 475 1.2 0.2% 4 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Hyperion Capital Advisors LP CIK 0001794499 0.314 67 0.0 0.0% 0 -1.5 pp -2.2 pp -4.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Holistic Financial Partners CIK 0001729304 0.166 120 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 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
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 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
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 0.0 0.0% 0 +0.0 pp -0.1 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
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 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 -0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.0 0.0% 0 -0.2 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
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Boston Partners CIK 0001386060 0.833 802 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 LBRDK). Qtrs Held counts distinct quarters this fund has actually held LBRDK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LBRDK position size. Δ columns are the percentage-point change in LBRDK'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