Signals

← Signals

☆LDUR

168 in-universe funds with a nonzero position in LDUR within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1174
Score / z0.034 / 0.05
Consensus49.94 over 87 funds
Momentumnot computed

Price & positioning

225 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)
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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 ▾
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 85.7 3.7% 2 +1.1 pp +3.7 pp +3.7 pp +3.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 56.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 41.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 41.1 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 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 36.9 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 31.3 0.0% 4 -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 25.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 25.6 6.8% 2 -0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 24.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 21.1 8.9% 2 -0.2 pp +8.9 pp +8.9 pp +8.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.9 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 18.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 9.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 9.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 7.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 6.5 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 5.3 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 5.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 4.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 4.1 7.3% 2 -0.5 pp +7.3 pp +7.3 pp +7.3 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 4.0 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 4.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 2.7 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 2.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 1.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 1.6 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 1.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 2 +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
☆CW Advisors, LLC CIK 0001904976 0.000 0 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
☆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
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 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
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -9.6 pp +0.0 pp +0.0 pp +0.0 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
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 LDUR). Qtrs Held counts distinct quarters this fund has actually held LDUR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LDUR position size. Δ columns are the percentage-point change in LDUR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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