Signals

LCR

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

Flow ranking

Rank#19105
Score / z0.000 / -0.02
Consensus6.67 over 10 funds
Momentumnot computed

Price & positioning

186 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
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 10.1 5.8% 5 -0.3 pp +0.0 pp -0.2 pp -0.3 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 9.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 1.9 0.4% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.4 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.4 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 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
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
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 LCR). Qtrs Held counts distinct quarters this fund has actually held LCR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LCR position size. Δ columns are the percentage-point change in LCR'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