Signals

LBTYK

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

Flow ranking

Rank#19091
Score / z0.000 / -0.02
Consensus119.13 over 195 funds
Momentumnot computed

Price & positioning

227 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 101.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rubric Capital Management LP CIK 0001687509 0.705 87 101.9 0.9% 5 -0.4 pp +0.1 pp +0.2 pp +0.4 pp
ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 97.3 1.4% 5 +0.2 pp +0.3 pp -0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 87.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 47.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 45.6 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 43.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 40.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 32.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 29.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 28.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 25.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 25.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 24.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 21.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 17.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elgethun Capital Management CIK 0001638022 0.537 174 13.7 1.9% 5 +0.2 pp +0.3 pp +0.1 pp +0.2 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 12.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.9 0.0% 5 -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 11.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Man Group plc CIK 0001637460 0.631 2032 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 7.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 5.7 1.6% 5 +0.0 pp -0.1 pp -0.3 pp +0.1 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 4.8 1.0% 5 -0.2 pp -0.2 pp -0.4 pp -0.3 pp
S&CO INC CIK 0001082461 0.523 222 4.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.6 0.0% 5 -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 3.6 0.0% 6 +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 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wallace Capital Management Inc. CIK 0001459754 0.837 77 3.2 0.3% 5 -0.1 pp -0.1 pp -0.5 pp -0.8 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 2.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORMULA GROWTH LTD CIK 0001093219 0.072 145 1.6 0.6% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 5 -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 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 6 +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 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arnhold LLC CIK 0001733755 0.660 113 0.7 0.1% 5 -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 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.7 0.0% 5 -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 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buckland Partners Management Co LLC CIK 0002074628 0.215 97 0.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Frec Markets, Inc. CIK 0002111359 0.176 905 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pavion Blue Capital, LLC CIK 0001792565 0.372 111 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Tevis Investment Management CIK 0001940416 0.217 104 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.2 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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANCHYRA PARTNERS LLC CIK 0002107106 0.266 350 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.2 0.0% 5 -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 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Long Focus Capital Management, LLC CIK 0001602716 0.525 76 0.0 0.0% 0 -0.6 pp -0.8 pp -1.0 pp -1.0 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
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 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
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Contour Asset Management LLC CIK 0001510669 0.151 27 0.0 0.0% 0 -1.0 pp -0.7 pp -0.5 pp -0.6 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
INCEPTIONR LLC CIK 0001821561 0.000 628 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
Optas, LLC CIK 0001802961 0.460 494 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 0 +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 -0.0 pp -0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 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
Rangeley Capital, LLC CIK 0001517796 0.020 176 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 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
Candriam S.C.A. CIK 0001537014 0.787 677 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 0 -1.1 pp -0.9 pp -1.0 pp -0.9 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
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 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 LBTYK). Qtrs Held counts distinct quarters this fund has actually held LBTYK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LBTYK position size. Δ columns are the percentage-point change in LBTYK'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