Signals

← Signals

☆LEMB

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

Flow ranking

Rank#17822
Score / z0.000 / -0.02
Consensus60.92 over 91 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)
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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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 81.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 36.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 33.3 0.0% 4 +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 32.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 23.3 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 22.9 1.6% 4 -0.2 pp -0.2 pp -0.2 pp +1.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 16.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 12.6 0.9% 4 +0.5 pp +0.5 pp +0.5 pp +0.9 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 11.3 5.4% 4 -0.1 pp -0.1 pp -0.3 pp +5.4 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 11.1 1.3% 3 +0.5 pp +0.5 pp +1.3 pp +1.3 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 10.4 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.7 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 8.1 0.0% 5 +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 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.4 3.0% 4 +0.1 pp +0.4 pp +0.7 pp +3.0 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 4.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 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 3.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 3.7 0.9% 4 +0.2 pp +0.2 pp +0.3 pp +0.9 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 3.5 0.5% 4 +0.4 pp +0.3 pp +0.3 pp +0.5 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 3.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 2.2 0.9% 4 -0.1 pp -0.0 pp +0.1 pp +0.9 pp
☆Obsido Oy CIK 0002067281 0.833 20 2.1 1.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 1.7 0.8% 4 +0.2 pp -0.0 pp +0.1 pp +0.8 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 1.5 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 1.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 1.3 0.6% 4 -0.2 pp -0.5 pp -0.5 pp +0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.1 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 0.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.4 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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 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 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -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% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 -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% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +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
☆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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 0.0 0.0% 0 -1.4 pp -1.4 pp -1.5 pp +0.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -0.6 pp -0.5 pp -0.6 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.0 pp -0.1 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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 0.0 0.0% 0 -0.6 pp -0.3 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 +0.0 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 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
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 LEMB). Qtrs Held counts distinct quarters this fund has actually held LEMB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LEMB position size. Δ columns are the percentage-point change in LEMB'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